Brown & Brown Insurance Services of California jobs - 193 jobs

A leading global insurance broker is seeking a Cross-Sell Director to drive cross-sell efforts across various businesses in a hybrid environment. The role involves coordinating activities with teams, identifying cross-sell opportunities, and tracking performance metrics. Candidates should have at least 3 years of relevant experience, strong analytical and communication skills, and a bachelor's degree or equivalent. The expected salary range is $75,000.00 to $125,000.00, alongside a comprehensive benefits package. #J-18808-Ljbffr

Cross-Sell Director page is loaded## Cross-Sell Directorremote type: Hybrid Workinglocations: Newport Beach, CA: San Diego, CA: Encino, CA: Carlsbad, CA: Los Angeles, CAtime type: Full timeposted on: Posted Todayjob requisition id: R0033538**Cross-Sell Director**The Cross-Sell Director supports the region's cross-sell efforts across all businesses. This position is responsible for coordinating and driving cross-sell activities in the region working with sales leaders, producers, sales enablement, marketing and data analytics team to ensure cross-sell efforts are managed and executed to achieve cross-sell revenue targets for the region. This position will report to the region Chief Sales Officer (CSO).**RESPONSIBILITIES*** Coordinate cross-sell efforts for the region working with data analysts' team, producers, sales leaders and sales enablement team, ensuring cross-sell activities take place* Collaborate with data analytics team to identify cross-sell opportunities and assist producers in building and managing cross-sell pipeline within their book* Review cross-sell opportunities with producers, advisors and sales leaders and help prioritize high probability cross-sell opportunities.* Meet regularly with producers and advisors to track progress and update opportunity status.* Provide status update of cross-sell activities in the region to Region President, CSO and Region Leadership team on a regular basis.* Work with marketing and national team to develop and launch targeted campaigns of HUB collateral to prospects. Customize national cross-sell initiatives to fit the unique dynamics, priorities, and opportunities within the region.* Organize regional workshops, training sessions, or joint planning meetings with a goal to drive producer engagement and strengthen cross-sell culture and execution* Track key performance indicators (KPIs) like conversion rates and revenue impact to optimize and refine cross-selling strategies.* Maintain strong communication with producers and sales Leaders to help drive results* Additional job-related duties as needed**REQUIREMENTS*** Bachelor's degree or equivalent experience* 3+years' work experience in Sales, Sales Operations, Business Development, or Project Management* Highly organized, master of multi-tasking with an inherent sense of urgency* Superior analytical, problem-solving, and communication skills* Knowledge of the insurance industry preferred*Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $75,000.00- $125,000.00 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.*Department SalesRequired Experience: 2-5 years of relevant experience Required Travel: Up to 25%Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.Hi, we're HUB.In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.And this gives you the peace of mind that what matters most to you will be protected - through unrelenting advocacy and tailored insurance solutions that put you in control.About HUB InternationalHeadquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com. #J-18808-Ljbffr

## Account Exectuive, Employee Benefits (Small Group) Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions. and expands relationships with employee benefit clients by performing the following duties. The book of business (Small Group) consists of clients with over **20-25 groups** under **100 lives** per group, with self-funded and fully insured plan types. Proficiency with self-funding is preferred.Responsibilities: Helps to develop and implement client's benefits strategies.Interfaces with the client at both the HR Manager/Director as well as the C-Suite level to understand the customer's overall objectives and requirements. Strategies and execution for ACA requirements, COVID and new administration legislation Provides Client's experience reporting requirements Is the team point person regarding escalation of issues or activities that the customer encounters with benefits programs and services.5+ years of related experience within a brokerage environment Experience supporting the small group market (100 lives and under) Self-funding experience is preferred Experience as a strategic lead for accounts (leading client meetings, client teams and the delegation of deliverables) Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions. Industry Knowledge - Strong knowledge of employee benefits products and services and how they are delivered to clients; knowledge of related legislation such as ACA, COBRA and HIPAAComputer Skills - Use of Microsoft Word, Excel and PowerPoint to create effective presentations and exhibits.Team Player - Effectively works with team. Leadership - Demonstrates leadership skills; sets example for others to follow. Effectively coaches others in developing their skills and abilities. *The expected salary range for this position is **$105,000.00** to **$115,000.00**and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.*Bonjour. Nous sommes HUB.Dans un monde en rapide évolution, nous conseillons les entreprises et les individus sur la facon de se préparer à l'inattendu. Lorsque vous vous associez à nous, vous êtes au centre d'un vaste réseau d'experts qui vous aideront à atteindre vos objectifs grâce à nos services de gestion de risques, de gestion des demandes d'indemnisation et de soutien en matière de conformité. Vous aurez donc l'esprit tranquille parce que vous saurez que ce qui compte le plus pour vous sera protégé grâce à un appui constant et des solutions d'assurance qui vous mettent en contrôle.À propos de HUB InternationalHUB International Limited (HUB), dont le siège social est situé à Chicago (Illinois), est un important courtier d'assurance mondial qui offre des produits et des services complets dans les domaines de l'assurance de dommages, de l'assurance de personnes, des avantages sociaux, des investissements et de la gestion de risque. Avec des bureaux partout en Amérique du Nord, le vaste réseau de spécialistes de HUB offre la tranquillité d'esprit en protégeant ce qui compte le plus grâce à un appui constant et des solutions d'assurance sur mesure. Pour plus d'informations, veuillez visiter . #J-18808-Ljbffr

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Personal Lines Customer Services Representative to join our growing team in Walnut Creek, CA! J.E. Brown, a subsidiary of Brown & Brown Insurance, is a managing general agency for retail insurance agents placing property and casualty insurance for businesses and individuals. This role will serve as a customer service representative, whose primary responsibilities are to assist incoming callers and respond to chats. How You Will Contribute: Handle a high volume of incoming phone calls and chat inquiries while maintaining excellent customer service. Assist customers in servicing accounts; respond to inquiries in a timely and professional manner. Navigate a variety of online carrier platforms; assist and train customers in same. Learn a wide variety of insurance programs; ability to find relevant information to answer customer inquiries accurately and quickly Run wildfire and brush mapping reports. Process non coverage related policy endorsements. Distribute general email inquiries to appropriate staff members. Direct phone inquiries to appropriate staff members as needed. Pursue a program of personal and professional development. Skills & Experience to Be Successful: Minimum Education required; HS diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience Proficient with MS Office Exceptional telephone demeanor Working knowledge of carrier websites (Preferred) Experience with Agency Management Software Systems (Preferred) Pay Range $24 - $26 Hourly The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

Hi, we're **HUB** . We are proud to be one of the largest insurance brokers in the nation, advising businesses and individuals on how to prepare for the unexpected. At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our clients and organization. **About The Carrier Management Team** The Carrier Team serves as the vital link between our Hub Accounting teams and our Insurance Carrier and Broker partners. Acting as a trusted communication bridge, we ensure seamless collaboration and resolution of inquiries. Our team specializes in researching and resolving carrier requests, managing documentation, and handling escalations with precision and care. As a dedicated servicing and support unit, we play a critical role in maintaining strong partnerships and delivering exceptional service across all interactions. **About the Position:** The **Carrier Team Service Analyst** provides dedicated support for a variety of cases and inquiries, ensuring timely and accurate resolutions. This role includes cross-functional assistance for escalations related to carriers, brokers, and accounting. The position requires strong research skills, attention to detail, and a commitment to identifying trends and delivering effective solutions. Analysts work collaboratively within a team environment to resolve challenges and maintain efficiency for internal and external partners. **Responsibilities:** + Research and resolve escalations, including carrier assistance needs or missing commission documentation, ensuring timely and accurate solutions + Build and maintain strong relationships with carriers and brokers to provide accounting teams with the most current and accurate information + Collaborate with team members on complex escalations, fostering a cohesive and supportive environment that drives efficiency + Monitor and report on identified trends or recurring challenges, sharing creative ideas and recommendations for process improvements + Delivering the highest level of service in all interactions, maintaining professionalism and responsiveness + Support additional projects and initiatives as assigned, contributing to team and organizational goals **Required-Preferred Qualifications:** + 2+ years of experience in a servicing or support team environment providing assistance and solutions + Strong research and analytical skills with a proactive approach to owning resolutions + Professional Certificate in Business or related field, or a degree (preferred) + Excellent communication skills, confidence in email and phone interactions + Highly organized with the ability to manage priorities and meet service-level agreements + Team-oriented, enjoys collaboration and contributes to shared success _Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $22.50 - $28.50 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions._ **Disclaimer** : "By applying to this job and providing your mobile number, you are agreeing to receive an initial text from HUB International which you will have the ability to opt out of upon receipt. Message and data rates may apply. Message frequency varies." Department Accounting & Finance Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program (**************************************** We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team ********************************** . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. The Marketing Operations Coordinator is responsible for supporting both current and new clientele, delivering prompt and professional customer service to internal and external customers. Key responsibilities include producer management-covering appointments, contracts, and licensing for new and existing producers-as well as overseeing distribution management. Additionally, the coordinator will handle projects assigned to support the broader team, ensuring seamless operations and effective collaboration across all functions. ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following, (other duties may be assigned): Collaborate with team members and producers to set up and maintain accurate producer information in Arrowhead's CRM, ensuring data integrity and supporting business objectives. Deliver outstanding customer service across all channels, consistently meeting or exceeding established KPIs for response time, satisfaction, and issue resolution. Provide professional and personalized assistance to producers and clients, proactively addressing inquiries, locating information, and interpreting business needs to deliver effective solutions. Foster strong relationships between divisions and producers by maintaining open communication, timely follow-up, and a commitment to shared goals. Work independently while actively contributing to team priorities, managing workload to align with departmental targets and deadlines. Champion knowledge sharing by participating in training procedures and supporting continuous improvement initiatives. Manage a high volume of data and phone support, focusing on accuracy, efficiency, and measurable outcomes. Support departmental needs by taking ownership of projects, developing procedures, and adapting to changing priorities, always with a solutions-driven mindset. Participate in and contribute to team meetings, sharing insights, tracking progress against KPIs, and collaborating. Take on additional responsibilities as assigned, demonstrating flexibility and a commitment to achieving team and organizational objectives. Other duties and responsibilities as needed QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Organized and detail-oriented, able to work well under deadlines in a changing environment and perform multiple tasks effectively and concurrently. Excellent communication skills both verbal and written; strong interpersonal, problem solving and analytical skills required. Demonstrated proficiency with Microsoft Office products (Outlook, Excel, PowerPoint, and Word) Able to interface with diverse employee and customer groups. Pay Range $22.00/per hour - $25.00/per hour Hourly The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

We are Hiring! Investment Manager Why choose Palomar? Palomar is a rapidly growing and innovative insurer focused on providing specialty insurance to residential and commercial customers. Palomar welcomes self-motivated individuals to our thriving company. Guided by an entrepreneurial spirit, Palomar is building a dynamic and diverse team. Join a company built on a culture of agility, innovation and authenticity that delivers peace of mind and protection to individuals and businesses impacted by adversity. Want to learn more about our exciting journey? Go to plmr.com to learn more. Investor Relations - Palomar Holdings, Inc. (palomarspecialty.com) The Details: Reporting to the Executive Vice President of Investments, the VP, Investments will focus on developing and implementing major aspects of the investment strategy for Palomar's $1.3 billion investment portfolio. As a leader on the investment team, the position will be responsible for overseeing several of the major investment portfolio decisions, a portion of which will be in coordination with third-party asset managers. Responsibilities will include both individual security selection as well as broader asset allocation and sector decisions. The position will also be responsible for sourcing and managing new potential relationships with specialist asset managers and optimizing the management of Palomar's cash and cash equivalents. What will you do? (Job Duties) · Collaborate as one of the lead members of an investment team overseeing a $1.3 billion multi-asset portfolio spanning both public and private market strategies. · Develop, evaluate, and recommend long term asset allocation strategies to optimize yield while maintaining a strong focus on capital preservation and liquidity. · Execute security-selection decisions over shorter time horizons, participate in new-issue evaluation and pricing, and implement tactical adjustments to portfolio positioning. · Design, review, and recommend strategies for cash investment, cash pooling, and collateral management to ensure optimal use of resources. · Lead the development and implementation of Investment Policy updates aligned with business objectives and growth priorities. · Monitor and evaluate investment manager performance and direct manager selection processes when new mandates are required. · Mentor, educate, and support emerging talent on the portfolio management team. Requirements What we are looking for: (Experience) · Bachelor's degree in finance, accounting, economics or other business-related field, but flexible if experience and requirements are met · 5+ years of fixed income investment management experience · Strong understanding of fixed income instruments and investment strategies including investment grade and high yield corporate credit, mortgage-backed securities, structured credit, municipals, equities including preferred equities, and alternatives including both private equity and private credit, etc. · Strong analytical skills with the ability to conduct in-depth research and make convicted investment decisions, following comprehensive research and analysis. · Investment experience both at the security level and the broad sector and asset level with an understanding of credit and duration risk within an asset liability framework · Advanced experience with Bloomberg, Microsoft PowerPoint, Word and Excel · Experience establishing and fostering relationships with external parties. We love people who want to: · Build strong relationships through transparency, trust, and respect for each other. · Work in an agile environment, with a resilient mindset to find creative solutions to challenges. · Collaborate and celebrate diverse perspectives, promoting inclusivity and equality. · Do the right thing with strong conviction and integrity. · Be bold and innovative to help make an impact. · If you thrive in a dynamic environment, and like working with happy, authentic, talented people, you will enjoy a career with Palomar! What will you get in return? · Full Suite of Medical Benefits · Long Term Financial Incentives: All team members receive company equity. · 401k with 3.5% automatic fully vested Employer Contribution · Competitive PTO + Holiday Program · Hybrid Work Environment · Lifestyle Savings Account · Professional Development Assistance · Career Exploration Opportunities · Regular company-wide social events (even virtually!) · To learn more visit us at ************ Diversity at Palomar At Palomar, we are committed to diversity, equality, and inclusion in all facets of the organization. We have built an open culture that celebrates the diversity of our workforce, while actively championing equality and inclusion practices that make us a company people want to work with and work for. We believe that diversity, equality, and inclusion yield greater organizational creativity and productivity, which helps us serve our customers and partners more effectively. Delivering on our diversity commitment returns greater value to our shareholders and ultimately makes a positive impact to the communities in which we do business and to the people who live in them. Accommodations: Palomar will consider reasonable accommodations to ensure a qualified applicant with a disability (both visible and invisible) can be considered for the position. Palomar will also consider necessary modifications to the physical work environment, or to the way a job is usually performed, so an individual with a disability can perform the essential functions of the position. Additional accommodations will be considered that enable an employee with a disability to enjoy equal benefits and privileges of employment like those that are enjoyed by other employees without disabilities. For more information about our company, visit us at ************. Palomar is an Equal Opportunity Employer. No phone calls or agency solicitation please Pay Range: $215,000 - $315,000 The above pay range is for all US-based roles based on function and level, benchmarked against companies of comparable size and scope. To be compliant with local legislation as well as provide greater transparency to candidates, we disclose salary ranges on all job postings regardless of the desired job location. We also offer a competitive annual discretionary bonus program and the opportunity for annual long-term incentive stock grants. In addition, we offer a highly competitive benefits package. Final offer amounts are determined by multiple factors, including candidate experience and qualifications, and may vary from the amounts listed above. CCPA Job Applicant: #PalomarPride #Insurancejobs #hiring

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Renewal Underwriter to join our growing team in Irvine, CA! The Renewal Underwriter is responsible for analyzing, underwriting, and servicing primarily renewal accounts, with support for new business as directed. This role evaluates risk exposures, determines appropriate premiums and terms, and ensures compliance with carrier guidelines and state regulations. The Renewal Underwriter works closely with brokers, agents, and internal teams to market and negotiate placements, issue accurate policies and supporting documents, and deliver exceptional service to clients. In addition to managing renewals, the position provides guidance and training to team members, contributes to departmental sales and production efforts, and fosters strong relationships with producers, carriers, and industry partners to support profitable growth. How You Will Contribute: Examine application forms, inspection reports, insurance maps, medical reports, and related documents to assess risk based on financial standing, age, occupation, accident history, and property value/condition. Review company records to confirm existing coverage on single risks or groups of related risks, while evaluating potential for catastrophic or excessive losses. Underwrite or broker renewal accounts, ensuring compliance with carrier guidelines, accuracy of applications, timely issuance of quotes, binders, and policies, and completion of state filings and tax payments. Assist Underwriters/Brokers with reviewing, analyzing, and underwriting renewal and new business accounts; determine premiums and terms, analyze exposures, and issue written indications, quotes, and binders. Utilize inspection companies to gather additional information, support rate development, and communicate company underwriting policies. Partner with Underwriters/Brokers to market services, meet with retail agency clients, and cultivate relationships that grow and retain business. Leverage binding authorities or broker risks when necessary to negotiate successful placements and support overall underwriting results. Ensure proper coding and completion of required forms and documentation. Service and maintain existing business with strong awareness of departmental priorities. Train and mentor processors and assistants by reviewing submissions, indications, quotes, binders, and policies for accuracy and completeness. Licenses and Certifications: P&C State licensed. Pursue the CIC or CPCU designation, thorough familiarity with applicable ISO manuals, forms, rating plans, policy forms i.e. coverages, exclusions, conditions, and terms. Skills & Experience to Be Successful: Bachelor's degree (B. A.) from four-year College or university is desired or five years insurance experience, two years of which is as an underwriting assistant Proficient with MS Office Suite Exceptional telephone demeanor. 1-3 years' experience with excess and surplus lines underwriting agency or company. About Us: Bridge Specialty Group creates a seamless way to connect the varying needs of our retail partners with the market clout and talents of our wholesale entities. Our more than 25 niche-focused brands reflect our deep experience and specialization in construction, general casualty, environmental liability, professional liability, health care, public entity, workers' comp, property and personal lines. With more than 50 locations and more than 2,000 team members throughout the United States and Europe, Bridge has access to more than 200 standard and excess & surplus lines carriers that support our $7+ billion premium book. Our focus is on bringing the power of collective size and specialty to the wholesale brokerage marketplace. Bridge Specialty Group - aligning risk with greater reach. Pay Range $75,000 - $100,000 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

**ABOUT HUB:** In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. **Job Summary** The Associate Claims Advocate provides administrative support to the Property & Casualty Claims Team, technical expertise and advocacy to clients on all claim related matters. **Duties & Responsibilities** - Assists clients in reporting new claims to the carrier within time period as set by company standard. - Direct contact with carrier claims department within 24 hours of reporting of all new claims to identify claim number and ensure adjuster assigned to loss. - Regular contact with adjusters to monitor status of claims in order to update relevant parties. - Assist Claims Team members with incoming and outgoing claims documentation. - Assisting Claims Team members in preparation of claim review requests. - Proactive communication with clients, carriers and vendors. - Under supervision of the Claim Team, direct communication with clients to advocate clients' interest in all claims matters. - Maintains accurate and organized claim files by appropriately documenting claim statuses; updates all HUB computer systems and automated agency management systems; ensures accuracy of data. - Navigate various carrier databases. - Performs other duties and projects as assigned. **Qualifications** - High School / GED - 1-2 years insurance industry work experience or equivalent combination of education & experience. **Knowledge / Skills / Abilities** - Ability to effectively and professionally communicate orally and in writing with internal and external customers. - Desire to learn and grow within the insurance industry. - Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately. - Confidence and demeanor to effectively interact with all levels within the organization. - Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly. - Computer skills: proficiency with Microsoft Office Suite and Outlook. - Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. **Working Conditions and Physical Demands** + This position primarily involves remaining in a stationary position for the majority of the workday. + The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information. + Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. + The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc. **LIKE US SO FAR?** Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today! Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population. HUB International Limited is an equal opportunity that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at ************************************************************* . \#CA #LI-RS1 #LI-LW1 EEOAA Policy (*********************************** E-Verify Program (**************************************** We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at ************** or ********************************* . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. The expected salary range for this position is $24.00- $28.00/hr and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions. Department Account Management & Service Required Experience: Less than 1 year of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program (**************************************** We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team ********************************** . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Hi, we're HUB. We are proud to be one of the largest insurance brokers in the nation, advising businesses and individuals on how to prepare for the unexpected. At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our clients and organization. Our Hub Financial Center is looking for candidates in the position below. About The Position: When you apply for this position, your application will be considered for opportunities across all our Insurance Accounting Teams: Direct Bill, Premium Payables, Cash Application, and Accounts Payable. Each team plays a unique role in ensuring financial transactions are accurately reviewed and processed according to established procedures. As an Accounts Payable Associate, you'll contribute to the core functions that keep our operations running smoothly. This is an excellent opportunity for someone who enjoys working with numbers, resolving inquiries, ensuring timely payments, and is looking to grow their career in accounting or finance. What you'll do: · Accurately apply fundamental accounting principles and procedures · Process and manage assigned functions and tasks efficiently and on time · Handle invoices, payments, and receipts with precision and attention to detail · Maintain organized and accurate records of all transactions · Respond promptly and professionally to inquiries from internal partners, brokers, and carriers · Use various internal systems and platforms to communicate, track progress, and complete assigned tasks · Provide coverage and support across teams as needed, assisting in other areas to ensure continuity and collaboration Required/Preferred: · Minimum of 1 year of experience in banking, finance, billing, accounting, or a related service-oriented field · High school diploma or GED required; additional certifications or degrees are a plus · Strong collaboration skills with the ability to work effectively across teams · Comfortable adapting to new processes, systems, and organizational changes · Proactive problem-solver with a thoughtful approach to resolving issues · Clear and professional communication skills, both written and verbal · Confident using technology and internal systems to complete tasks and communicate with others Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $21.00- $26.50 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions. By applying to this job, you are acknowledging your receipt of and agreement with, the HUB Privacy Policy. By providing your mobile number in this job application submission to us, you are agreeing to receive an initial text, which you will have to ability to opt out of upon receipt. Message and data rates may apply. Message frequency varies. Department Accounting & FinanceRequired Experience: 1-2 years of relevant experience Required Travel: No Travel RequiredRequired Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. JOB SUMMARY: The Client Advocate acts as a benefit advocate for our clients. Helps resolve employee benefit issues, as well as educate our clients on how to better utilize their benefit plans. DUTIES & RESPONSIBILITIES Presents a knowledgeable, professional, and helpful image on behalf of the company. Handles inbound calls on a queue system. Assists clients and employees with various claims and benefit issues. Respond to all phone calls and inquiries no later than 24 hours after receipt. Provides timely resolution of issues. Communicates with employers, employees, and medical providers to resolve benefit issues. Helps educate client employees on how to maximize their plan benefits. Documents all activities to ensure accurate reporting of eligibility and plan issues. Handles other duties and tasks as deemed appropriate by the Supervisor or Manager. QUALIFICATIONS High School / GED 1-2 years healthcare claims processing, or benefits administration preferred Bilingual preferred KNOWLEDGE / SKILLS / ABILITIES Ability to effectively and professionally communicate orally and in writing with internal and external customers. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Computer skills: proficiency with Microsoft Office Suite and Outlook. Desire to learn and grow within the insurance industry. Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately. Confidence and demeanor to effectively interact with all levels within the organization. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly. Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy. Working Conditions and Physical Demands This position primarily involves remaining in a stationary position for the majority of the workday. The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc. HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at ************************************************************* . EEOAA Policy E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at ************** or *********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. The expected salary range for this position is $20-24/hr depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions. Department Account Management & ServiceRequired Experience: Less than 1 year of relevant experience Required Travel: No Travel RequiredRequired Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Who is the Carrier Team? The Carrier Team assists as the bridge of communication between the Hub Accounting teams and our Insurance Carrier and Broker partners. As a service and support unit, they work closely to ensure carrier inquiries and documentation are thoroughly researched and resolved. About the position: The Carrier Team Associate plays a key role in supporting accurate financial transactions by reviewing and routing carrier documentation, including statements, invoices, and related materials, to the appropriate teams. They verify documentation for accuracy, handle first-level inquiries, and conduct research to support correct commission posting. This role also involves professional communication with carriers while representing Accounting. Success comes from strong attention to detail, problem-solving, and collaboration across teams. Review and validate carrier documentation, including statements, invoices, and supporting materials, to ensure accuracy and completeness before routing to the appropriate accounting teams. Act as a key liaison between carriers and internal teams, handling first-level inquiries and representing Accounting with professionalism and clarity. Communicate effectively with carriers and brokers through email, phone, and in-person interactions to support partnership and resolve documentation-related questions. Analyze documentation to identify inconsistencies or missing information and follow up to resolve issues that could delay transaction processing. Maintain organized and accessible records within broker management systems, following internal procedures. Contribute to a collaborative team environment, supporting shared goals and assisting with evolving priorities as needed. Required-Preferred Qualifications: High school diploma or equivalent; additional education in business, accounting, or a related field is a plus Experience in a support-focused role such as banking, finance, collections, help desk, or client solutions Proficiency in Microsoft Office Suite, especially Excel, Outlook, and Word Clear and professional communication skills-written, verbal, and in-person-with confidence in engaging carriers and brokers via email, phone, and face-to-face interactions Strong attention to detail and organizational skills, with the ability to manage multiple priorities in a dynamic environment Ability to thrive in a collaborative team environment that values partnership, shared success, and mutual support Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $19.00- $26.50 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions. Disclaimer: “By applying to this job and providing your mobile number, you are agreeing to receive an initial text from HUB International which you will have the ability to opt out of upon receipt. Message and data rates may apply. Message frequency varies.” Department Accounting & FinanceRequired Experience: 2-5 years of relevant experience Required Travel: No Travel RequiredRequired Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

IGNITE YOUR PASSION * IMPACT WHAT MATTERS WHO WE ARE. Breaking Boundaries for 25 years - and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 600 HUB offices across North America, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US. We have the competitive, exciting, and friendly work environment you are seeking. We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development . Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud of our wonderfully diverse employee population. WE'LL TAKE CARE OF YOU. We care about our people, and we mean it. We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help you reach your health, retirement, and professional goals. Our suite of benefits includes PPOs, HMO, HSA, FSA, vision coverage, dental coverage, pet insurance, paid time off, a generous 401k plan and more! The Retirement Plan Consultant is a key resource to our governmental and corporate clients seeking expert guidance on their employer-sponsored retirement plans (457b, 401a, 401k, 403b). This position supports the sales team and collaborates closely with clients to develop and implement effective plan strategies and designs that align with their goals and regulatory requirements. Key Responsibilities: Consults on plan strategy, design Conducts audits of plan documents, provisions, fees, investment menus Reviews and comments on plan documents and service agreements Researches and consults on fixed accounts, stable value funds, etc. Participates in plan conversions including, but not limited to, periodic meetings, custom communications, participant education Conducts client RFPs Conducts plan reviews, as needed Supports the plan review, fund change and mapping processes, as needed Consults with clients about the legal and regulatory environment and how it impacts their plan(s) or benefits. Resolve escalated plan and participant service requests WHAT YOU BRING TO THE TABLE: A bachelor's degree or ten (10) years of relevant experience Highly proficient at Excel, Word and PowerPoint Series 65 or 66 preferred Experience supporting plan participants with questions and resolving plan issues Demonstrated oral and written communication skills and the ability to interact with individuals of all levels inside and outside of the organization Ability to work collaboratively in a team environment * The expected annual salary for this position is $150,000 to $200,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity, and commissions for some positions. TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE. We want to meet you! Apply today and start your journey to a better tomorrow. Department Account Management & ServiceRequired Experience: 10-15 years of relevant experience Required Travel: NegligibleRequired Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. WHY CHOOSE HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. THE OPPORTUNITY: The Inside Sales Representative (ISR) supports the growth and retention of group health plan business through proactive engagement with licensed insurance brokers. This role is responsible for developing strong broker relationships, managing quote activity, and driving new premium within the small and mid-market employer segments. The ISR partners closely with external field sales representatives and underwriting teams to ensure a seamless broker experience from quote through installation. DUTIES & RESPONSIBILITIES: Broker Relationship Management: * Serve as a point of contact for assigned brokers and internal sales partners. * Educate brokers on plan designs, underwriting guidelines, network features, and value propositions. * Conduct regular outbound calls, virtual meetings, and email campaigns to generate quoting opportunities. * Support broker onboarding, licensing, and appointment processes. Sales Pipeline Development: * Manage a consistent pipeline of broker opportunities aligned with monthly and quarterly sales goals. * Deliver timely and accurate quotes; follow up to convert opportunities to submissions . * Track activity, opportunities, and outcomes in the CRM system (e.g., Salesforce,). * Collaborate with field sales and marketing teams to identify and re-engage new, dormant or underperforming brokers. Activity & Performance Metrics: * Achieve or exceed defined activity goals (calls, quotes, meetings, trainings). * Maintain a healthy quote-to-submit and submit-to-close ratio based on company benchmarks. * Contribute to departmental reporting and participate in weekly sales meetings. Cross-Functional Collaboration: * Partner with underwriting, enrollment, and operations teams to resolve broker and group issues. * Participate in broker training sessions, webinars, and regional marketing events. * Provide feedback from the field to product and marketing teams on competitive trends. QUALIFICATIONS: * 2+ years of inside sales or account management experience in health insurance, benefits administration, or related industry. * Strong understanding of group health insurance markets, including small group and large group quoting. * Excellent communication, presentation, and relationship-building skills. * Proficiency with CRM systems and Microsoft 365 (Excel, Outlook, Teams). * California Life & Health Insurance license WHAT YOU BRING TO THE TABLE: * Energetic and goal-driven with strong follow-up discipline. * Consultative communicator who thrives on helping brokers succeed. * Analytical mindset with comfort discussing rates, participation, and underwriting variables. * Team player who can balance high-volume outreach with personalized service. WORKING CONDITIONS AND PHYSICAL DEMANDS * This position primarily involves remaining in a stationary position for the majority of the workday. * The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information. * Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. * The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc. HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at ************************************************************* . EEOAA Policy E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at ************** or *********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. The expected salary range for this position is $75,000 - $95,000 depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions. #LI-RS1 #LI-LW1 LIKE US SO FAR? Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today! Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population. Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required Required Education: Diploma HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

IGNITE YOUR PASSION * IMPACT WHAT MATTERS WHO WE ARE. Breaking Boundaries for 25 years - and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 600 HUB offices across North America, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US. We have the competitive, exciting, and friendly work environment you are seeking. We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development . Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud of our wonderfully diverse employee population. WE'LL TAKE CARE OF YOU. We care about our people, and we mean it. We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help you reach your health, retirement, and professional goals. Our suite of benefits includes PPOs, HMO, HSA, FSA, vision coverage, dental coverage, pet insurance, paid time off, a generous 401k plan and more! KEY RESPONSIBILITIES: As part of our Wealth Management team, the Senior Investment Associate supports senior advisor partners in the management of a $4B book of business. This role combines investment research and trading responsibilities with operations management and client-facing coordination to help deliver a high-quality client experience, The position encompasses the following core job functions: Client Advisory & Planning Support Participate in client meetings and presentations Draft meeting summaries, action items, and follow-ups Conduct Client Market Reviews, as needed Operations & Service Experience Leverage prior experience with operational workflows and service processes to ensure seamless coordination across client onboarding, account maintenance, and custodian interactions Collaborate with operations and client service team to support efficient execution of client requests and back-office functions Maintain working knowledge of custodial platforms (e.g., Schwab, Fidelity) and internal CRM systems to assist in troubleshooting or escalating service-related issues Provide input on operational improvements that enhance the client experience and advisor efficiency Understand the end-to-end client service lifecycle to support holistic planning and implementation Investment Research & Trading Conduct research and analysis on mutual funds, ETFs, equities, and alternative investments Support investment committee with portfolio construction and model updates Execute trades and monitor account rebalancing based on model changes or client activity Tax & Compliance Awareness Apply a foundational understanding of individual income tax principles to proactively identify potential tax implications related to investments, withdrawals, and account types Evaluate planning opportunities such as tax-loss harvesting, asset location strategies, RMD timing, and Roth conversions Monitor client portfolios for tax-sensitive events (e.g., short-term gains, distribution schedules) and flag them for advisor review Coordinate with clients' CPAs and tax professionals to ensure consistency between tax and investment strategies Stay current on relevant tax rules (e.g., contribution limits, phase-outs, standard deduction changes) and ensure proper documentation for client reporting) Adhere to internal procedures and regulatory compliance WHAT YOU BRING TO THE TABLE: A bachelor's degree or 15 years of relevant experience Highly proficient at Excel and PowerPoint FINRA Series 65 required/ CFA or CFP preferred Experience with custodial platforms such at Schwab and Fidelity Experience with Orion, Eclipse and Nitrogen/Riskalyze preferred Demonstrated oral and written communication skills and the ability to interact with individuals of all levels inside and outside of the organization Ability to work collaboratively in a team environment * The expected annual salary for this position is $125,000 to $150,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity, and commissions for some positions. TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE. We want to meet you! Apply today and start your journey to a better tomorrow. Department Account Management & ServiceRequired Experience: 7-10 years of relevant experience Required Travel: No Travel RequiredRequired Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

About Specialty Program Group-Wholesale: SPG Wholesale is the wholesale division of Specialty Program Group, combining five of our legacy wholesale brands (Monarch E&S, Beacon Hill Associates, Specialty Wholesale Insurance Solutions (SWIS), Capitol Special Risk and JDM & Associates) into one unified platform. Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group, a division of HUB International, offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics. Responsible for developing, managing, marketing, underwriting, and sustaining profitable business by providing high level technical and sales expertise with commercial insurance coverages for the clients of independent and retail insurance agents and brokerages. About the Position: The ideal candidate for this position will possess excellent customer service skills and serve as a technical resource to a large and growing commercial lines underwriting/brokerage team. Successful applicants will work with the in-house broker to request and review underwriting information for rating of pen/binding carriers, preparation of endorsements, and engaging brokerage markets on complex risks. Chance to work closely with Monarch's largest underwriter/producer daily, gaining underwriting and broking knowledge. Location: We would love to find a local candidate for this role, as we see a huge benefit in hybrid work especially in the beginning stages. Our office is located 2550 N Hollywood Way, Suite 501, Burbank, CA 91505. However, we are open to remote candidates as well. Responsibilities: Communicate effectively with Pen and Brokerage Carriers to obtain the broadest coverage at the best price, providing the most sellable quotes Understanding Pen Underwriting Guidelines to Properly quote business within authority Rating and Preparation of quotes with Pen/ Binding Carriers Handle incoming calls and emails from retail agents and carriers ensuring highest level of customer service standards are met, bringing communication to a satisfactory resolution Rating endorsements and other documents according to established departmental procedures with accuracy, efficiency, and meeting compliance standards Other duties as assigned Qualifications: Proficiency in various Carrier Rating Portals, Microsoft Word, and Excel High School graduate required; College courses preferred Previous work experience in the fields of insurance, customer service, banking or similar, with a successful track record Excellent written and verbal communication skills Ability to work well under pressure to meet tight deadlines in a fast-paced environment Strong organization skills, with a high level of detail orientation Compensation: Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $65,000-$75,000 with additional discretionary bonus opportunity. This compensation will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions. #SPG #SPG Department SalesRequired Experience: 2-5 years of relevant experience Required Travel: NegligibleRequired Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

We are Hiring! Job Title: VP, Reinsurance Why choose Palomar? Palomar is a rapidly growing and innovative insurer focused on providing specialty insurance to residential and commercial customers. Palomar welcomes self-motivated individuals to our thriving company. Guided by an entrepreneurial spirit, Palomar is building a dynamic and diverse team. Join a company built on a culture of agility, innovation and authenticity that delivers peace of mind and protection to individuals and businesses impacted by adversity. Want to learn more about our exciting journey? Go to plmr.com to learn more here. Investor Relations - Palomar Holdings, Inc. (palomarspecialty.com) The Details: We are seeking a driven, insightful, and collaborative VP, Reinsurance to support and further Palomar's growth as it expands and diversifies its business. As VP, Reinsurance, you will report directly to EVP, Ceded Reinsurance and will work closely with senior leaders of the Risk Management, Underwriting, Actuarial and Programs teams to lead and execute various reinsurance placements in alignment with the risk transfer objectives of the company. Successful candidates will be those who can navigate market dynamics, foster strong relationships, and apply a strategic framework to the assessment of reinsurance needs and priorities. The ability to work independently and communicate effectively in a consultative and collaborative manner is critical to the role. What will you do? (Job Duties) · Collaborate with various leaders and stakeholders in the analysis, marketing, placement and administration of multiple reinsurance treaties that achieve the company's risk transfer objectives for individual lines of business and across the portfolio · Oversee the buying process of risk transfer solutions consisting of pro rata and excess of loss reinsurance treaties for both property and casualty lines of business. Some treaties will be program specific and others will cover a broader grouping of subject business · Consult with the company's Program & Fronting division and Actuarial leads regarding program evaluation, development and enhancement of program-specific reinsurance placements · Coordinate with Reinsurance, Risk Management, Finance and Operations teams to ensure reinsurance programs are appropriately integrated with the company's operations and meet company objectives · Develop and maintain relationships with reinsurance brokers and underwriters Requirements What we are looking for: (Experience) · A bachelor's degree or graduate degree required · 5+ years of professional experience in the insurance industry, with strong leadership potential and business relationship skills to build trust and respect · Has experience leading reinsurance program design, analysis, placement, and execution specifically across various Casualty segments · Manage multiple projects and tasks concurrently with effective time management skills to meet fixed deadlines · Strong collaboration skills to ensure effective alignment among diverse teams, including appointed reinsurance broking teams · Excellent financial and reinsurance coverage acumen · Executive presence and ability to communicate with, influence, and manage stakeholders, including C-level executives · Highly developed analytical, decision-making, and strategic thinking skills with keen attention to detail · 25% travel We love people who want to: · Build strong relationships through transparency, trust, and respect for each other. · Work in an agile environment, with a resilient mindset to find creative solutions to challenges. · Collaborate and celebrate diverse perspectives, promoting inclusivity and equality. · Do the right thing with strong conviction and integrity. · Be bold and innovative to help make an impact. · Be hands on with their team and roll up their sleeves · Lead with empathy and support personal and professional development · Empower people to continue to grow and see a bigger picture If you thrive in a dynamic environment, and like working with happy, authentic, talented people, you'll enjoy a career with Palomar! What will you get in return? · Full Suite of Medical Benefits · Long Term Financial Incentives: All team members receive company equity. · 401k with 3.5% automatic fully vested Employer Contribution · Competitive PTO + Holiday Program · Hybrid Work Environment · Lifestyle Savings Account · Professional Development Assistance · Career Exploration Opportunities · Regular company-wide social events (even virtually!) · To learn more visit us at ************ Diversity at Palomar At Palomar, we are committed to diversity, equality, and inclusion in all facets of the organization. We have built an open culture that celebrates the diversity of our workforce, while actively championing equality and inclusion practices that make us a company people want to work with and work for. We believe that diversity, equality, and inclusion yield greater organizational creativity and productivity, which helps us serve our customers and partners more effectively. Delivering on our diversity commitment returns greater value to our shareholders and ultimately makes a positive impact to the communities in which we do business and to the people who live in them. Accommodations: Palomar will consider reasonable accommodations to ensure a qualified applicant with a disability (both visible and invisible) can be considered for the position. Palomar will also consider necessary modifications to the physical work environment, or to the way a job is usually performed, so an individual with a disability can perform the essential functions of the position. Additional accommodations will be considered that enable an employee with a disability to enjoy equal benefits and privileges of employment like those that are enjoyed by other employees without disabilities. For more information about our company, visit us at ************. Palomar is an Equal Opportunity Employer. No phone calls or agency solicitation please Pay Range: $170,000-$255,000 The above pay range is for all US-based roles based on function and level, benchmarked against companies of similar size and scope. To be compliant with local legislation as well as provide greater transparency to candidates, we disclose salary ranges on all job postings regardless of the desired job location. We also offer a competitive annual discretionary bonus program and the opportunity for annual long-term incentive stock grants. In addition, we offer a highly competitive benefits package. Final offer amounts are determined by multiple factors, including candidate experience and qualifications, and may vary from the amounts listed above. CCPA Job Applicant: #PalomarPride #Insurancejobs #hiring

IGNITE YOUR PASSION * IMPACT WHAT MATTERS WHO WE ARE. Breaking Boundaries for 25 years - and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 600 HUB offices across North America, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US. We have the competitive, exciting, and friendly work environment you are seeking. We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development . Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud of our wonderfully diverse employee population. WE'LL TAKE CARE OF YOU. We care about our people, and we mean it. We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help you reach your health, retirement, and professional goals. Our suite of benefits includes PPOs, HMO, HSA, FSA, vision coverage, dental coverage, pet insurance, paid time off, a generous 401k plan and more! THE OPPORTUNITY: Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions. The Customer Service Rep works collaboratively with the service team to manage a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships, and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues. Essential Duties and Responsibilities: Responsibilities Assist the Account Management team with all aspects of the account-service for all client group sizes Assist eligibility changes, enrollments, changes and terminations Processes COBRA documents Provides billing and online portal assistance to clients Assists with audits WHAT YOU BRING TO THE TABLE: Bachelor's degree preferred 1+ years of related benefits experience demonstrated computer efficiency Teamwork - Supports everyone's efforts to succeed Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed Demonstrates attention to detail * The expected hourly rate for this position is $23.00 to $26.50 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions. TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE. We want to meet you! Apply today and start your journey to a better tomorrow. Department Account Management & ServiceRequired Experience: 1-2 years of relevant experience Required Travel: No Travel RequiredRequired Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. WHY CHOOSE HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development . Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. THE OPPORTUNITY: The Inside Sales Representative (ISR) supports the growth and retention of group health plan business through proactive engagement with licensed insurance brokers. This role is responsible for developing strong broker relationships, managing quote activity, and driving new premium within the small and mid-market employer segments. The ISR partners closely with external field sales representatives and underwriting teams to ensure a seamless broker experience from quote through installation. DUTIES & RESPONSIBILITIES: Broker Relationship Management: Serve as a point of contact for assigned brokers and internal sales partners. Educate brokers on plan designs, underwriting guidelines, network features, and value propositions. Conduct regular outbound calls, virtual meetings, and email campaigns to generate quoting opportunities. Support broker onboarding, licensing, and appointment processes. Sales Pipeline Development: Manage a consistent pipeline of broker opportunities aligned with monthly and quarterly sales goals. Deliver timely and accurate quotes; follow up to convert opportunities to submissions . Track activity, opportunities, and outcomes in the CRM system (e.g., Salesforce,). Collaborate with field sales and marketing teams to identify and re-engage new, dormant or underperforming brokers. Activity & Performance Metrics: Achieve or exceed defined activity goals (calls, quotes, meetings, trainings). Maintain a healthy quote-to-submit and submit-to-close ratio based on company benchmarks. Contribute to departmental reporting and participate in weekly sales meetings. Cross-Functional Collaboration: Partner with underwriting, enrollment, and operations teams to resolve broker and group issues. Participate in broker training sessions, webinars, and regional marketing events. Provide feedback from the field to product and marketing teams on competitive trends. QUALIFICATIONS: 2+ years of inside sales or account management experience in health insurance, benefits administration, or related industry. Strong understanding of group health insurance markets, including small group and large group quoting. Excellent communication, presentation, and relationship-building skills. Proficiency with CRM systems and Microsoft 365 (Excel, Outlook, Teams). California Life & Health Insurance license WHAT YOU BRING TO THE TABLE: Energetic and goal-driven with strong follow-up discipline. Consultative communicator who thrives on helping brokers succeed. Analytical mindset with comfort discussing rates, participation, and underwriting variables. Team player who can balance high-volume outreach with personalized service. WORKING CONDITIONS AND PHYSICAL DEMANDS This position primarily involves remaining in a stationary position for the majority of the workday. The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc. HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at ************************************************************* . EEOAA Policy E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at ************** or *********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. The expected salary range for this position is $75,000 - $95,000 depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions. #LI-RS1 #LI-LW1 LIKE US SO FAR? Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today! Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population. Department Account Management & ServiceRequired Experience: 2-5 years of relevant experience Required Travel: No Travel RequiredRequired Education: Diploma HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.