Account Manager jobs at Brown & Brown Insurance Services of California

**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. + Manages the entire account service process + Reviews applications, renewal requests to determine marketing strategy + Markets to carriers and negotiates rates and terms + Prepares quotes and proposals + Reviews policies, processes endorsements/certificates/MVRs/Loss Runs/ID cards + Binds policies + Assists with audits, as necessary + Coordinates premium financing, as necessary + Collaborates/ assists the Producer with client meetings, strategy sessions + May oversee and direct more junior-level team members **WHAT YOU BRING TO THE TABLE.** + 4+ years of related commercial insurance experience within a brokerage environment + HS diploma or GED + Holds an insurance license in good standing + Effectively interacts with all levels within the organization + Computer proficient with MSOS, Outlook, agency management systems (Epic preferred) + Required "soft skills": efficient time management, organization, customer service, high initiative, team-oriented and high attention to detail _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 $85,000.00- $95,000.00 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._ **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 & Service Required Experience: 5-7 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. 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.

**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. + Manages the entire account service process + Reviews applications, renewal requests to determine marketing strategy + Markets to carriers and negotiates rates and terms + Prepares quotes and proposals + Reviews policies, processes endorsements/certificates/MVRs/Loss Runs/ID cards + Binds policies + Assists with audits, as necessary + Coordinates premium financing, as necessary + Collaborates/ assists the Producer with client meetings, strategy sessions + May oversee and direct more junior-level team members **WHAT YOU BRING TO THE TABLE.** + 4+ years of related commercial insurance experience within a brokerage environment + HS diploma or GED + Holds an insurance license in good standing + Effectively interacts with all levels within the organization + Computer proficient with MSOS, Outlook, agency management systems (Epic preferred) + Required "soft skills": efficient time management, organization, customer service, high initiative, team-oriented and high attention to detail _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 $85,000.00- $95,000.00 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._ **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 & Service Required Experience: 5-7 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. 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.

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. * Manages the entire account service process * Reviews applications, renewal requests to determine marketing strategy * Markets to carriers and negotiates rates and terms * Prepares quotes and proposals * Reviews policies, processes endorsements/certificates/MVRs/Loss Runs/ID cards * Binds policies * Assists with audits, as necessary * Coordinates premium financing, as necessary * Collaborates/ assists the Producer with client meetings, strategy sessions * May oversee and direct more junior-level team members WHAT YOU BRING TO THE TABLE. * 4+ years of related commercial insurance experience within a brokerage environment * HS diploma or GED * Holds an insurance license in good standing * Effectively interacts with all levels within the organization * Computer proficient with MSOS, Outlook, agency management systems (Epic preferred) * Required "soft skills": efficient time management, organization, customer service, high initiative, team-oriented and high attention to detail 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 $85,000.00- $95,000.00 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. 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 & Service Required Experience: 5-7 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. 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.

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. * Manages the entire account service process * Reviews applications, renewal requests to determine marketing strategy * Markets to carriers and negotiates rates and terms * Prepares quotes and proposals * Reviews policies, processes endorsements/certificates/MVRs/Loss Runs/ID cards * Binds policies * Assists with audits, as necessary * Coordinates premium financing, as necessary * Collaborates/ assists the Producer with client meetings, strategy sessions * May oversee and direct more junior-level team members WHAT YOU BRING TO THE TABLE. * 4+ years of related commercial insurance experience within a brokerage environment * HS diploma or GED * Holds an insurance license in good standing * Effectively interacts with all levels within the organization * Computer proficient with MSOS, Outlook, agency management systems (Epic preferred) * Required "soft skills": efficient time management, organization, customer service, high initiative, team-oriented and high attention to detail 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 $85,000.00- $95,000.00 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. 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 & Service Required Experience: 5-7 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. 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.

**THE OPPORTUNITY:** Our **Account Manager** plays 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. **WHAT YOU BRING TO THE TABLE.** + You are a change advocate; you go above and beyond, and you are fun to be around! + You hold a HS diploma or GED (college preferred) + You have 3+ years of related benefits insurance experience within a brokerage environment + You hold a valid insurance license which is in good standing + You have demonstrated oral and written communication skills with the ability to effectively interact with all levels within the organization + You are computer proficient with Microsoft Office Suite, Outlook, and agency management systems (EPIC preferred) * _The expected salary range for this position is_ **_$64,640 to $83,000_** _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. **IGNITE YOUR PASSION * IMPACT WHAT MATTERS** **WHO WE ARE.** The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 450 HUB offices in North America and 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. 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. Department Account Management & Service 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.

THE OPPORTUNITY: Our Account Manager plays 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. WHAT YOU BRING TO THE TABLE. * You are a change advocate; you go above and beyond, and you are fun to be around! * You hold a HS diploma or GED (college preferred) * You have 3+ years of related benefits insurance experience within a brokerage environment * You hold a valid insurance license which is in good standing * You have demonstrated oral and written communication skills with the ability to effectively interact with all levels within the organization * You are computer proficient with Microsoft Office Suite, Outlook, and agency management systems (EPIC preferred) * The expected salary range for this position is $64,640 to $83,000 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. IGNITE YOUR PASSION * IMPACT WHAT MATTERS WHO WE ARE. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 450 HUB offices in North America and 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. 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. Department Account Management & Service 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.

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. THE OPPORTUNITY: The Employee Benefits Account Management team provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs. The Account Manager II acts with a high degree of independent discretion, autonomy, and decision-making in managing a book of business. The Account Manager II facilitates positive and effective relationships sales and/or account team colleagues. DUTIES & RESPONSIBILITIES: Managing all aspects of the account-service process. Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's best practices and standard procedures. Acquires understanding of clients' business and insurance objectives and critically analyzes and compares insurance plans to determine suitability. Establishes and maintain strong business relationships with clients and insurance carriers. Serve as client point of contact for day-to-day eligibility, claims, billing and benefit administration inquiries; acts as liaison between clients and insurance carriers to resolve service issues. Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data. Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes; Attends industry related continuing education training and courses. Update open enrollment packets including current benefits and rates for all lines of coverage, cobra administration forms, written plan documents and summary plan descriptions, on an annual basis for clients; may also include 5500 filings. Submit BOR letter to all carriers and follow-up to obtain contracts, obtain current renewal and current benefit descriptions. Marketing to carriers. Preparing quotes and proposals. Assists client with all billing issues including auditing and reconciliation. Gather data and prepare/conduct presentations (Renewal/OE/Post Renewal Debrief) Lead implementation of new and renewal plans or programs. Apprise clients of other HUB resources, carrier/vendor offerings and emerging industry trends. Prepare and/or peer review (and deliver, if applicable) the EB Comp Disclosure. Obtain post-enrollment numbers for each plan. Prepare Annual Legal Notices. Facilitate Ben Admin/HRIS System Updates (Ease, ADP, Paylocity, etc.). Set-up HR Advocacy Tool, Legal Compliance Resources and Wellness value adds Review contracts, line-by-line, for accuracy. Participate in carrier/vendor program implementations and initiates payments to vendors. Partners with producer(s) to develop and implement clients' benefits strategies; including designing benefit programs based on client objectives, performing financial analysis, plan assessment, benchmarking, funding alternatives. Provides training as a subject-matter-expert to other Client Services team members on various topics. Supports, mentors, and trains other support staff members. Oversees functions performed by less experienced Account Managers and Assistant Account Managers as required. Performs other duties and projects as assigned. QUALIFICATIONS High School Diploma / GED; College degree strongly preferred 3-5 years of benefit insurance account management experience (brokage preferred) or equivalent combination of education & experience Life & Health License 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. Strong knowledge of employee benefits products and services and how they are delivered to clients; knowledge of related legislation such as ACA, COBRA and HIPAA. Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. 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 develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs. Ability to effectively work with a team and coach others in developing their skills and abilities. Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly. Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions. Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy. Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. 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 $65,000- $85,000/yr 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: 1-2 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.

**About Specialty Program Group:** 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 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. **About Paul Hanson Partners (PHP):** Great opportunity to start a career in the insurance industry! Established in 1993, Paul Hanson Partners has developed a reputation as an expert in insurance products & related services to the transportation industry & currently insure more than 4000 moving & storage agents, van lines & contract drivers across the nation. Paul Hanson Partners is a division of Specialty Program Group, LLC part of HUB International Limited ("HUB"). When you join the team at HUB International, you become part of the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 600 offices across North America. **Primary Duties** + Customer assistance throughout the insurance policy lifecycle + Conduct detailed review of insurance documents upon receiving submissions + Speak with insureds, agents and motor carriers in regards to accounts, policy verification and coverage deficiencies + Document information, follow up if necessary, and answer questions/concerns timely for clients + Provide detailed communications & summary of deficiencies to customers/agents + Provide administrative and transactional support to department Account Managers + Learn and conduct basic claim procedures such as claim verification, distribution & escalations. + Service claim deductible calls and other billing issues and discrepancies + Meet quality assurance requirements and other key performance metrics + Attend and participate in weekly team meetings + Provide primary backup support to Reception duties including in/outbound calls, mail, etc. **Job Requirements:** + **Bilingual: Fluent and proficient in English and Spanish required** + Knowledgeable in Microsoft office products (Outlook, Word, Excel, PowerPoint) + Must be able to have good judgement to make informative decisions when considering coverage exceptions/overrides, etc. + Strong oral & written communication skills + Adhere to employee manual including confidentiality requirements + Comply with Carrier partner(s) service practices, program guidelines & procedures + To assure that PHP brands are presented in the utmost professional manner when working with insurers, agents, customers, vendors and the community. + Provide additional support to Department Manager on special tasks/projects as needed + To process all Urgent tasks within two hours of receipt, by the end of business at the very least + Coordinate/manage relationships with our vendors to ensure all clients' requirements and expectations are exceeded + To Treat all employees with respect and courtesy in all business and personal matters **Training & Certification Requirements** + Must to obtain a Property & Casualty Insurance License within 9 months of employment **Desired Schedule (Full Time, In Napa Office)** + **Monday - Friday; 7am - 4pm** + **Office Location: 222 Gateway Road Napa, CA 94558** _Disclosure required under applicable state or municipality regulations: The expected salary range for this position is_ _$24.50 - 26.50/hour, based on a 40 hour work week._ _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 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._ **\#SPG** Department Account Management & Service Required Experience: 1-2 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.

About Specialty Program Group: 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 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. About Paul Hanson Partners (PHP): Great opportunity to start a career in the insurance industry! Established in 1993, Paul Hanson Partners has developed a reputation as an expert in insurance products & related services to the transportation industry & currently insure more than 4000 moving & storage agents, van lines & contract drivers across the nation. Paul Hanson Partners is a division of Specialty Program Group, LLC part of HUB International Limited ("HUB"). When you join the team at HUB International, you become part of the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 600 offices across North America. Primary Duties * Customer assistance throughout the insurance policy lifecycle * Conduct detailed review of insurance documents upon receiving submissions * Speak with insureds, agents and motor carriers in regards to accounts, policy verification and coverage deficiencies * Document information, follow up if necessary, and answer questions/concerns timely for clients * Provide detailed communications & summary of deficiencies to customers/agents * Provide administrative and transactional support to department Account Managers * Learn and conduct basic claim procedures such as claim verification, distribution & escalations. * Service claim deductible calls and other billing issues and discrepancies * Meet quality assurance requirements and other key performance metrics * Attend and participate in weekly team meetings * Provide primary backup support to Reception duties including in/outbound calls, mail, etc. Job Requirements: * Bilingual: Fluent and proficient in English and Spanish required * Knowledgeable in Microsoft office products (Outlook, Word, Excel, PowerPoint) * Must be able to have good judgement to make informative decisions when considering coverage exceptions/overrides, etc. * Strong oral & written communication skills * Adhere to employee manual including confidentiality requirements * Comply with Carrier partner(s) service practices, program guidelines & procedures * To assure that PHP brands are presented in the utmost professional manner when working with insurers, agents, customers, vendors and the community. * Provide additional support to Department Manager on special tasks/projects as needed * To process all Urgent tasks within two hours of receipt, by the end of business at the very least * Coordinate/manage relationships with our vendors to ensure all clients' requirements and expectations are exceeded * To Treat all employees with respect and courtesy in all business and personal matters Training & Certification Requirements * Must to obtain a Property & Casualty Insurance License within 9 months of employment Desired Schedule (Full Time, In Napa Office) * Monday - Friday; 7am - 4pm * Office Location: 222 Gateway Road Napa, CA 94558 Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $24.50 - 26.50/hour, based on a 40 hour work week. 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 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. #SPG Department Account Management & Service Required Experience: 1-2 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.

About Specialty Program Group: 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 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. About Paul Hanson Partners (PHP): Great opportunity to start a career in the insurance industry! Established in 1993, Paul Hanson Partners has developed a reputation as an expert in insurance products & related services to the transportation industry & currently insure more than 4000 moving & storage agents, van lines & contract drivers across the nation. Paul Hanson Partners is a division of Specialty Program Group, LLC part of HUB International Limited (“HUB”). When you join the team at HUB International, you become part of the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 600 offices across North America. Primary Duties Customer assistance throughout the insurance policy lifecycle Conduct detailed review of insurance documents upon receiving submissions Speak with insureds, agents and motor carriers in regards to accounts, policy verification and coverage deficiencies Document information, follow up if necessary, and answer questions/concerns timely for clients Provide detailed communications & summary of deficiencies to customers/agents Provide administrative and transactional support to department Account Managers Learn and conduct basic claim procedures such as claim verification, distribution & escalations. Service claim deductible calls and other billing issues and discrepancies Meet quality assurance requirements and other key performance metrics Attend and participate in weekly team meetings Provide primary backup support to Reception duties including in/outbound calls, mail, etc. Job Requirements: Bilingual: Fluent and proficient in English and Spanish required Knowledgeable in Microsoft office products (Outlook, Word, Excel, PowerPoint) Must be able to have good judgement to make informative decisions when considering coverage exceptions/overrides, etc. Strong oral & written communication skills Adhere to employee manual including confidentiality requirements Comply with Carrier partner(s) service practices, program guidelines & procedures To assure that PHP brands are presented in the utmost professional manner when working with insurers, agents, customers, vendors and the community. Provide additional support to Department Manager on special tasks/projects as needed To process all Urgent tasks within two hours of receipt, by the end of business at the very least Coordinate/manage relationships with our vendors to ensure all clients' requirements and expectations are exceeded To Treat all employees with respect and courtesy in all business and personal matters Training & Certification Requirements Must to obtain a Property & Casualty Insurance License within 9 months of employment Desired Schedule (Full Time, In Napa Office) Monday - Friday; 7am - 4pm Office Location: 222 Gateway Road Napa, CA 94558 Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $24.50 - 26.50/hour, based on a 40 hour work week. 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 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. #SPG 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.

**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. + Manages the entire account service process + Reviews applications, renewal requests to determine marketing strategy + Markets to carriers and negotiates rates and terms + Prepares quotes and proposals + Reviews policies, processes endorsements/certificates/MVRs/Loss Runs/ID cards + Binds policies + Assists with audits, as necessary + Coordinates premium financing, as necessary + Collaborates/ assists the Producer with client meetings, strategy sessions + May oversee and direct more junior-level team members **WHAT YOU BRING TO THE TABLE.** + 4+ years of related commercial insurance experience within a brokerage environment + HS diploma or GED + Holds an insurance license in good standing + Effectively interacts with all levels within the organization + Computer proficient with MSOS, Outlook, agency management systems (Epic preferred) + Required "soft skills": efficient time management, organization, customer service, high initiative, team-oriented and high attention to detail _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 $85,000.00- $95,000.00 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._ **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 & Service Required Experience: 5-7 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. 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.

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. * Manages the entire account service process * Reviews applications, renewal requests to determine marketing strategy * Markets to carriers and negotiates rates and terms * Prepares quotes and proposals * Reviews policies, processes endorsements/certificates/MVRs/Loss Runs/ID cards * Binds policies * Assists with audits, as necessary * Coordinates premium financing, as necessary * Collaborates/ assists the Producer with client meetings, strategy sessions * May oversee and direct more junior-level team members WHAT YOU BRING TO THE TABLE. * 4+ years of related commercial insurance experience within a brokerage environment * HS diploma or GED * Holds an insurance license in good standing * Effectively interacts with all levels within the organization * Computer proficient with MSOS, Outlook, agency management systems (Epic preferred) * Required "soft skills": efficient time management, organization, customer service, high initiative, team-oriented and high attention to detail 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 $85,000.00- $95,000.00 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. 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 & Service Required Experience: 5-7 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. 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. THE OPPORTUNITY: The Employee Benefits Account Management team provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs. The Account Manager II acts with a high degree of independent discretion, autonomy, and decision-making in managing a book of business. The Account Manager II facilitates positive and effective relationships sales and/or account team colleagues. DUTIES & RESPONSIBILITIES Manages all aspects of the account-service process. Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's best practices and standard procedures. Acquires understanding of clients' business and insurance objectives and critically analyzes and compares insurance plans to determine suitability. Establishes and maintain strong business relationships with clients and insurance carriers. Serves as client point of contact for day-to-day eligibility, claims, billing and benefit administration inquiries; acts as liaison between clients and insurance carriers to resolve service issues. Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data. Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes; Attends industry related continuing education training and courses. Update open enrollment packets including current benefits and rates for all lines of coverage, cobra administration forms, written plan documents and summary plan descriptions, on an annual basis for clients; may also include 5500 filings. Submit BOR letter to all carriers and follow-up to obtain contracts, obtain current renewal and current benefit descriptions. Marketing to carriers. Preparing quotes and proposals. Assists client with all billing issues including auditing and reconciliation. Gather data and prepare/conduct presentations (Renewal/OE/Post Renewal Debrief). Lead implementation of new and renewal plans or programs. Apprise clients of other HUB resources, carrier/vendor offerings and emerging industry trends. Prepare and/or peer review (and deliver, if applicable) the EB Comp Disclosure. Obtain post-enrollment numbers for each plan. Prepare Annual Legal Notices. Facilitate Ben Admin/HRIS System Updates (Ease, ADP, Paylocity, etc.). Set-up HR Advocacy Tool, Legal Compliance Resources and Wellness value adds Review contracts, line-by-line, for accuracy. Participate in carrier/vendor program implementations and initiates payments to vendors. Partners with producer(s) to develop and implement clients' benefits strategies; including designing benefit programs based on client objectives, performing financial analysis, plan assessment, benchmarking, funding alternatives. Performs other duties and projects as assigned. QUALIFICATIONS High School Diploma / GED; College degree strongly preferred 3-5 years of benefit insurance related experience (brokage preferred) or equivalent combination of education & experience Life & Health License or wiliness to obtain with 3 months 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. Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. 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 develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs. Ability to effectively work with a team and coach others in developing their skills and abilities. Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly. Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions. Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy. Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems. Ability to calculate figures and amounts such as discounts, interest, commissions 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 $30.00- $35.00/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 & ServiceRequired Experience: 1-2 years of relevant experience Required Travel: No Travel RequiredRequired Education: Associate degree (2-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.

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. Manages the entire account service process Reviews applications, renewal requests to determine marketing strategy Markets to carriers and negotiates rates and terms Prepares quotes and proposals Reviews policies, processes endorsements/certificates/MVRs/Loss Runs/ID cards Binds policies Assists with audits, as necessary Coordinates premium financing, as necessary Collaborates/ assists the Producer with client meetings, strategy sessions May oversee and direct more junior-level team members WHAT YOU BRING TO THE TABLE. 4+ years of related commercial insurance experience within a brokerage environment HS diploma or GED Holds an insurance license in good standing Effectively interacts with all levels within the organization Computer proficient with MSOS, Outlook, agency management systems (Epic preferred) Required “soft skills”: efficient time management, organization, customer service, high initiative, team-oriented and high attention to detail 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 $85,000.00- $95,000.00 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. 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: 5-7 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. 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.

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. * Manages the entire account service process * Reviews applications, renewal requests to determine marketing strategy * Markets to carriers and negotiates rates and terms * Prepares quotes and proposals * Reviews policies, processes endorsements/certificates/MVRs/Loss Runs/ID cards * Binds policies * Assists with audits, as necessary * Coordinates premium financing, as necessary * Collaborates/ assists the Producer with client meetings, strategy sessions * May oversee and direct more junior-level team members WHAT YOU BRING TO THE TABLE. * 4+ years of related commercial insurance experience within a brokerage environment * HS diploma or GED * Holds an insurance license in good standing * Effectively interacts with all levels within the organization * Computer proficient with MSOS, Outlook, agency management systems (Epic preferred) * Required "soft skills": efficient time management, organization, customer service, high initiative, team-oriented and high attention to detail 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 $85,000.00- $95,000.00 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. 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 & Service Required Experience: 5-7 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. 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. Brown & Brown is seeking an Employee Benefits Account Manager to join our growing team in Irvine, California. The primary responsibility of this position is to support business relationships with an assigned group of clients by providing customer service and follow-up. This individual will work closely with Account Executives, Producers, Marketing Reps, and other Brown and Brown team members to service clients and support the implementation and renewal of health and welfare programs. How You Will Contribute: Ensure overall client satisfaction by providing timely resolution and follow-up of service issues that may arise including claims, billing, eligibility, enrollment, etc.; Document all client inquiries and service issues. Work under the direction of Account Executives to assist in the fulfillment of client needs. Follow the renewal calendar and proactively manage timeline for renewal activity, presentation and plan implementation as set by company policy as well as vendor deadlines; this includes census requests. Develop and maintain solid relationships with vendors, as well as internal teammates. Produce open enrollment materials and benefit handouts. Maintain account files and ensure that documents are placed into appropriate sections for Quality Control (QC) guidelines; complete the Quality Control checklist. Coordinate open enrollment paperwork submission; verify paperwork and enrollment forms are submitted correctly, verify post enrollment selection and billing for accuracy. Support clients in attaining compliance with governmental requirements by staying informed of new legislation and participating in available training. Complete the Marketing checklist with the Account Executive. Review policies, benefit summaries, SPD's, forms, and rates for accuracy. Licenses and Certifications: Insurance experience preferred; Life & Health licensed a plus Skills & Experience to Be Successful: College Degree required Proficient in MS Excel and Word. Knowledge of Group Benefit Plans and experience in health and welfare a plus. 1-2 years Insurance Agency, Insurance Carrier or Human Resources experience is (preferred) MS Power Point is a plus. Pay Range $33.65 - $40.87 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”.

THE OPPORTUNITY: Our Account Manager plays 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. WHAT YOU BRING TO THE TABLE. You are a change advocate; you go above and beyond, and you are fun to be around! You hold a HS diploma or GED (college preferred) You have 3+ years of related benefits insurance experience within a brokerage environment You hold a valid insurance license which is in good standing You have demonstrated oral and written communication skills with the ability to effectively interact with all levels within the organization You are computer proficient with Microsoft Office Suite, Outlook, and agency management systems (EPIC preferred) * The expected salary range for this position is $64,640 to $83,000 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. IGNITE YOUR PASSION * IMPACT WHAT MATTERS WHO WE ARE. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 450 HUB offices in North America and 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. 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. Department Account Management & ServiceRequired 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. 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. We are seeking an experienced Account Manager I who is able to manage small groups under 100 and large groups under 200. This role works collaboratively with the service team to provide 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. Responsibilities: Develops client relationships with HR Manager/Directors as well as C-Suite Develops a plan to meet client's short and long-term needs throughout the year Manages the RFP and marketing process Collaborates with Producer in the renewal planning process Advises and guides clients in compliance matters. Manages and facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices. Understands and can explain all aspects of carrier renewals for assigned clients Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs. Manages claims and coverage issue resolution for clients' employees when elevated from HR. Develops open enrollment presentations in Microsoft PowerPoint software for employees and HR Managers as needed. WHAT YOU BRING TO THE TABLE: hold a high school diploma/GED (college degree strongly preferred) have at least 3+ years of related employee benefits, account-service experience within a brokerage environment Knowledge of employee benefits and related legislation such as ACA, COBRA and HIPAA. are currently licensed in good standing have the confidence and demeanor to effectively interact with all levels within the organization have strong organizational and communication skills have a keen attention to detail are computer literate - Microsoft Office Suite and Outlook *This can be a hybrid role (3 days/week in an office) and can report to any office in the Los Angeles or Orange County area. * The expected salary range for this position is $68,640 to $75,000 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. #LI-NM1 . Department Account Management & ServiceRequired 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.

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. THE OPPORTUNITY: The Personal Lines Account Executive manages an assigned book of business, develops client relationships and delivers to grow and retain clients. Possibly working alongside the Producer, the Account Executive is responsible for overseeing management of assigned accounts including redundant interface with appropriate decision makers, proactive consultation, insurance program design, carrier interface/marketing, coordination of risk control resources, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions. The Account Executive may work with other members of the client service team, involving assigned individuals appropriately in service-related activities in support of clients. DUTIES & RESPONSIBILITIES: * May work alongside and cooperatively with Producers, if assigned on accounts, serve as the HUB's primary consultant to the client. * The Producer has primary responsibility for client relationship management and initiating new sales. * The AE has primary responsibility for retaining the account, acting as the de facto technical expert and broker-consultant. (In some instances, no Producer will be assigned and the AE also is primarily responsible for client relationship management.) * Ensure Producers, when assigned, are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship. * Establish and maintain strong and productive professional relationships with "C-Level" and other decision makers for assigned HUB clients. * Obtains a detailed knowledge of the client's business and industry, articulates applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions. * Establish and maintain strong and productive professional relationships with insurance carrier marketing, underwriting, and risk control staff, including a detailed familiarity with each carrier's products and services in support of assigned clients. * Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle, including stewardship reports, delivery of risk control services, carrier meetings, claims reviews, preparation of coverage outlines, and marketing of emergent and renewal coverage requests. * Work cooperatively and professionally with AM colleagues to deliver HUB services as described above, using the interface as an opportunity to teach, train, and mentor AM team members. Provide input and feedback to the Head of P&C as to the performance of AM staff on assigned accounts. (When applicable) * Ensure that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues (e.g. AMs, Small Business Unit, Risk Control, etc.). The AE is accountable for the competence, timeliness, and quality of all deliverables to the client. * Conduct annual review w/clients making coverage and loss control recommendations focused on reducing the clients total cost of risk. * Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients needs, initiating same. At all times, be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers and who those providers are. * Work with the Producer, if assigned, or be primarily responsible for maintaining current receivable status for assigned clients. Proactive efforts to collect receivables more than 30 days past-due should be undertaken, with each unresolved circumstance documented and reported to accounting. * Designs and delivers effective group presentations using various media, including but not limited to: conducting internal training to a sales or renewal presentation at a client's office. * Performs other duties and projects as assigned. Qualifications * High School Diploma / GED; College degree strongly preferred * Minimum of 5-7 years of related insurance experience (brokage experience preferred) or equivalent combination of education & experience * Currently licensed in good standing in required lines and states. 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. * Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. * 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 develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs. * Ability to effectively work with a team and coach others in developing their skills and abilities. * Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly * Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy. * Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems * Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages 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 $75,000- $90,000/yr 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: 2-5 years of relevant experience Required Travel: No Travel Required Required Education: Associate degree (2-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.