HUB International jobs in Austin, TX

About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team. We are the perfect fit if you: Enjoy team collaboration Thrive in a healthy company culture that recognizes success Want to learn and grow your current skill set Are seeking a progressive work environment at a rapidly growing organization Have a desire to help others protect their future Are focused on learning and development to enhance your industry knowledge and expertise Believe in integrity and building success by developing relationships with others Job Purpose: We are looking for a motivated individual to join our Retirement Customer Services Team! Your job would be to answer phone calls and emails from the employees of these school districts about their retirement plans. We are willing to train up the right individual. Passion for communication and customer service are a must. Eagerness to learn and attention to detail are keys in our quick paced, growing department. You will have the opportunity to help with a variety of accounts to best serve our clients. We encourage career development and opportunities are available upon satisfactory assessment. We offer a flexible work schedule in a fun and welcoming environment. We pride ourselves on having opportunities for training, development, and promotion. Duties and responsibilities: Primarily phone customer service Time management of responsibilities Data entry Review & return voice mails Monitor department emails Work experience: Proven experience in the areas of customer service, strong communication skills (verbal & written) and willingness to learn. Education/Licensing: High school diploma Skills/Experience Required: Ability to multi-task Ability to maintain confidential information Ability to work independently and under pressure Excellent interpersonal and communication skills Great attention to detail General knowledge of computer applications - Microsoft Word, Microsoft Excel, Gmail Job Classification & Additional Information: Full Time $25.00-$30.00 per hour based on experience Hybrid (3 days in office each week) 900 S. Capital of Texas Highway, Ste 350, Austin, TX 78746 Featured Benefits: Medical insurance, HSA with Match, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave. 2 weeks of PTO, Sick Time, Personal Time, Floating Holidays, and 11 paid Holidays. Corporate Gold's Gym Discount Team Appreciation Day Company sponsored team sports Free drinks and snacks stocked in the break room Working Conditions: Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available. 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.

We are seeking a highly skilled and motivated Field CAT (Catastrophe) Property Claim Adjuster to join our team. The ideal candidate will have extensive experience in handling property claims, particularly those related to natural disasters and catastrophic events. As a Field CAT Property Claim Adjuster, you will play a crucial role in assessing property damage, investigating claims, and providing excellent customer service to policyholders during times of distress. Responsibilities: Complete onsite inspection of properties to include investigating facts, evaluating damages, and writing estimates Deploy to catastrophe areas promptly to assess property damages and evaluate the extent of loss. Effectively evaluate contract language and identify coverage issues Promptly and appropriately develop the file to provide accurate and timely investigation and loss analysis Maintain an active file diary to move files toward resolution Recognize and pursue recovery Adhere to all statutory and regulatory fair claims practices Recognize and identify potential fraudulent claims Effectively control the use, work product, and expenses of outside vendors Effectively evaluate claim facts and negotiate claim settlements Develop and maintain strong business relationships with internal and external customers Successfully contribute to the development and delivery of the team's goals, objectives and results Supports workload surges and/or Catastrophe Operations to include working extended hours during designated CATs. Establish and maintain rapport with business partners, including insureds, agents, and underwriters Provide excellent customer service skills to a diverse client base that results in more than satisfied clients. The pay range for the role is $65,900 to $111,900. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled. Full knowledge of personal and commercial insurance contracts, investigation techniques, legal requirements, and insurance regulations is a plus. Experience in commercial claims handling would be preferred Cotality or similar estimating platform experience required An aptitude for evaluating, analyzing, and interpreting information Excellent verbal and written communication skills Innovative thinker with the ability to multitask Strong customer service skills Working knowledge of Microsoft Office Prior experience handling complex claims with large exposures Ability to work in multiple systems and utilize provided technology to estimate damages in the field Ability to work both independently and team supportive environment Empowerment to make decisions within your authority and execute the company's mission Must be able to travel, at the last minute, and work extended hours during peak periods or in response to catastrophic events. Must have the ability to secure the Property and Casualty Adjusters license within 6 months of employment

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 a Sales Executive Producer to join their team in Arlington, TX! The Sales Executive Producer drive business growth by managing and expanding a portfolio of dealer clients across Central and South Texas through strategic planning, proactive relationship management, and the introduction of new products and services. Ensure client satisfaction by identifying needs, resolving issues promptly, providing dealership training, and maintaining consistent communication in alignment with company policies and market trends. How You Will Contribute: * Develop and acquire additional business revenue from both new and existing dealer clients. * Manage and retain an existing book of business while pursuing growth opportunities through a defined business plan. * Territory will include Central and South Texas. * Rapidly identify client needs and resolve any issues as they occur. * Provide training to dealership personnel as needed or directed by leadership. * Ensure proper resources from within the organization are involved with the client and introduce new products and services when appropriate. * Maintain consistent communication with teammates and dealer partners by utilizing appropriate company resources and software. * Adhere to all company guidelines, policies, and procedures. * Remain up to date with current market conditions and competitor activity. * Perform other related duties as assigned. Skills & Experience to Be Successful: * High School diploma or equivalent * Associate and/or bachelor's degree preferred * Minimum of two (5) years automotive F&I experience and or sales management experience * Proficient with MS Office Suite * Excellent communication skills * Planning/organizing-the individual prioritizes and plans work activities and uses time efficiently. Makes good and timely decisions that propel our company forward. * Interpersonal skills-the individual maintains confidentiality, remains open to others' ideas, and exhibits willingness to try new things. Creates an environment where team members feel connected and energized. * Written and Oral communication-Communicate a concise message that resonates every time. The individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills. * Problem solving-Create innovative ways for our customers and our company to be successful. The individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality. * Quality control-the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality. 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".

124610 Zurich North America is currently looking for a Contract Surety Underwriter **to join our large account contract space.** This is a highly technical and market facing position and requires experience with Surety lines of business. **We are open to hiring talent located within the east region at different locations.** This position will require approximately 20% travel. Our ideal candidate would live in Chicago. We are open to one of the following locations: Atlanta, Dallas, Florida Virtual, Ft. Lauderdale, Georgia Virtual, Houston, Kansas Virtual, Miami, Overland Park or Texas Virtual. This role will be filled at either the Executive Underwriter OR AVP, Underwriting Director- Contract Surety officer level. The hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position. This role is responsible for the following: + Production and underwriting of new and renewal Surety business + Managing of a large book of prominent accounts + Internal marketing and production within Zurich North America in support of our cross-sell efforts + Execution of the external marketing strategy + Adherence to underwriting rules and guidelines, insurance laws, regulations, and the Zurich Way of underwriting + Establish new as well as develop existing agency and broker relationships + Working within limits and authorities on assignments of varying degrees of complexity Executive Underwriter (Level III) Basic Qualifications: + High School Diploma or Equivalent and 5 or more years of experience in the Underwriting, or Market Facing area.OR + High School Diploma or equivalent and 10 or more years of experience in the claims or underwriting support area OR + Zurich approved Apprenticeship program including an associate degree and 3 or more years of experience in the Underwriting, or Market Facing area.OR + Zurich approved Apprenticeship program including an associate degree and 8 or more years of experience in the Claims or Underwriting Support area. + Knowledge of Microsoft Office + Experience working on time restraints for quotes on new and renewal business. + Experience working in a team environment. OR AVP, Underwriting DirectorQualifications: + High School Diploma or Equivalent and 7 or more years of experience in the Underwriting, or Market Facing area OR + High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR + Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years in the Underwriting, or Market Facing area OR + Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area + Experience with Microsoft Office Preferred Qualifications: + Bachelor's Degree + Established broker relationships. + Sales execution mindset + Creative problem-solving skills + Strong verbal and written communication skills At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click here . Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education. The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled.The combined salary range for this position is $98,500.00- $215,000.00.The proposed salary range for the Executive Underwriteris $98,500.00 - $165,000.00, with short-term incentive bonus eligibility set at 15%.For the AVP, Underwriting Director is $130,000.00- $215,000.00, with short-term incentive bonus eligibility set at 20%. As an insurance company, Zurich is subject to 18 U.S. Code § 1033. A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please clickhere (********************************* to learn more. Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Michigan Virtual Office, AM - Atlanta, AM - Dallas, AM - Overland Park, AM - Chicago, AM - Houston, AM - Kansas Virtual Office, AM - Texas Virtual Office, AM - Florida Virtual Office, AM - Wisconsin Virtual Office, AM - Georgia Virtual Office, AM - Detroit, AM - Ft. Lauderdale, AM - Miami Remote Working: Yes Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-RA1 #LI-DIRECTOR EOE Disability / Veterans

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 a Commercial Lines Technical Assistant to join our growing team in Austin, TX! The Technical Assistant is responsible for assisting the account managers with the day-to-day servicing of accounts while learning about the Insurance industry. How You Will Contribute: Issue certificates of insurance Check endorsements for accuracy, invoice and deliver to client. Check audits for accuracy, invoice, and delivery to client. Prepare policy delivery books for clients. Prepare Proposals of Insurance using the agency management system and Microsoft Word. Order loss runs from various carriers or obtain them from the carrier website. Perform routine administrative tasks. Pursues a course of personal, professional development. Licenses and Certifications: TX Property & Casualty Insurance License (or ability to obtain within 90 days of employment) Skills & Experience to Be Successful: High School Diploma Proficient with MS Office Suite Exceptional telephone demeanor Ability to maintain a high level of confidentiality Bachelor's degree in a business or financial related discipline (Preferred) 1 - 3 years' experience in a similar position (Preferred) Notary (Preferred) AMS360 and ImageRight software experience (Preferred) 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”.

127372 Zurich North America is hiring a Premium Audit Auditor II to join our team! We are open to hiring talent in one of the following locations: Alabama, Arkansas, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia, West Virginia, or Wisconsin. Key Accountabilities: + Plan, organize and manage assigned workload and territory. + Provide timely and accurate service to the insured, agents, and internal business partners for the completion of the audit process on moderately complex risks. + Provide information and feedback as needed to enhance the flow of communication and comfort level of internal and external customers. + Ensure that audited exposures are accurately calculated. + Resolve potential disputes/questions that arise from the auditing function. + May assist in the training process for new auditors. + Provide technical advice that enables a customer to solve a problem or improve business . + Develop and maintain positive customer relationships. + Anticipate customer needs and provide feedback on trends in order to recommend changes. + Escalate technical issues within function or unit. + Listen and understand needs, provide feedback for improvements to processes, customer service or products. + Participate in short-term defined scope projects Basic Qualifications: + Bachelors Degree and 5 or more years in the Casualty Premium Audit area OR + High School Diploma or Equivalent and 7 or more years of experience in the Casualty Premium Audit area OR + Zurich approved Apprenticeship Program including an Associate Degree and 5 or more years of experience in the Casualty Premium Audit area AND + Experience with laptop computer auditing and Microsoft Office + Knowledge of NCCI Workers Compensation and ISO General Liability rules, manuals and industry practices Preferred Qualifications: + APA + CPCU + Large, multi-state premium audit experience + Strong verbal and written communication skills + Advanced Microsoft Excel skills At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please clickhere (****************************************** . Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education. The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The proposed salary range for this position is $64,600.00 - $132,400.00,with short-term incentive bonus eligibility set at 10%. As an insurance company, Zurich is subject to 18 U.S. Code § 1033. A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please clickhere (********************************* to learn more. Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Illinois Virtual Office, AM - Kansas Virtual Office, AM - Texas Virtual Office, AM - Minnesota Virtual Office, AM - Missouri Virtual Office, AM - New Jersey Virtual Office, AM - New York Virtual Office, AM - Florida Virtual Office, AM - Ohio Virtual Office, AM - Pennsylvania Virtual Office, AM - Wisconsin Virtual Office, AM - Colorado Virtual Office, AM - Connecticut Virtual Office, AM - Indiana Virtual Office, AM - Michigan Virtual Office, AM - Nebraska Virtual Office, AM - Georgia Virtual Office, AM - Iowa Virtual Office, AM - Maryland Virtual Office, AM - Massachusetts Virt. Office, AM - North Carolina Virt. Office, AM - Tennessee Virtual Office, AM - Delaware Virtual Office, AM - Oklahoma Virtual Office, AM - South Carolina Virt. Office, AM - South Dakota Virtual Office, AM - Alabama Virtual Office, AM - Louisiana Virtual Office, AM - New Hampshire Virt. Office, AM - Virginia Virtual Office, AM - Arkansas Virtual Office, AM - Kentucky Virtual Office, AM - Maine Virtual Office, AM - North Dakota Virtual Office, AM - Mississippi Virtual Office, AM - Rhode Island Virtual Office, AM - Vermont Virtual Office, AM - West Virginia Virt. Office, AM - Wyoming Virtual Office Remote Working: Yes Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-JM1 #LI-ASSOCIATE #LI-REMOTE EOE Disability / Veterans

Chubb Workplace Benefits (CWB), is seeking a Business Development Manager to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hard-working, talented professionals! JOB SUMMARY: The Business Development Manager develops relationships with insurance brokers to deliver to their clients benefit education and communication with the ultimate goal of selling Chubb Workplace Benefits' supplemental products to that client base. RESPONSIBILITIES: Develop and prospect for new broker relationships and customers Strengthen current relationships through on-going contact and customer service Meet management productivity standards of $2 million+ GAP annually. Generate opportunities to acquire new business through sales/service opportunities Effectively manage the day-to-day re-enrollment while adding new products/services to existing employer groups Guarantee that products/services are competitively positioned in the market Build relationships with key partnerships locally, regionally and nationally to assist in business development opportunities Manage pipeline of key customers to meet and exceed growth goals and objectives Align products, case set-up, underwriting, claims and services to meet clients' expectations and needs Effectively manage daily, weekly and monthly goals and tracking responsibilities Work with underwriting to evaluate, price and propose rate and strategy on small to large market voluntary/worksite business including disability income protection, universal life, accident, hospital indemnity, critical illness and term life Manage assigned workload to meet internal productivity and time service standards Resource for multi-line national account underwriters, product development, enrollment, actuarial and distribution counter-parts SKILLS/EXPERIENCE: Minimum 8 years of successful brokerage sales in voluntary and/or ancillary markets Track record of annual sales in excess of $2M Strong knowledge of brokerage industry trends and competitor benchmarks Strong personal initiative; ability to work independently Strong communication, customer service and relationship management ability Strong organizational ability Demonstrate the ability to problem solve Excellent sales and negotiation skills Solid computer skills EDUCATION: College degree preferred

128834 Zurich North America is seeking a results-driven **Strategic Acquisition Executive** to support the acquisition of new F&I Mega dealer accounts. You will be a critical part of our newly formed F&I Large Account Acquisition team, which is focused exclusively on signing new, high-value F&I relationships. Working closely with the Head of F&I Strategic Acquisition and Mega teams you will drive opportunities through the pipeline, deliver compelling proposals, and oversee a smooth transition to local teams post-signature. This position reports to the Head of F&I Strategic Acquisition and we are open to the location anywhere in the United States with travel expected. **Key Responsibilities:** + Collaborate with sales team colleagues (Divisional F&I Managers, F&I Executives, and Account Executives) to identify and qualify F&I Mega dealer prospects across the U.S. + Assist in crafting compelling proposals tailored to each prospect, including gathering relevant data, coordinating input from stakeholders, and supporting presentation delivery. + Act as a liaison between sales and underwriting to ensure alignment and consistency in messaging and strategy during the acquisition process. + Support the Head of F&I Strategic Acquisition in managing the signing process, ensuring all necessary documentation such as the Dealer Agreements are completed accurately and on time. + Work with local teams to ensure a smooth dealer kickoff and facilitate a seamless transition from acquisition through onboarding. + Maintain detailed records of acquisition activities, timelines, and outcomes using Salesforce and other internal tools. Required Qualifications: + Bachelors Degree and 4 or more years of experience in the Sales area OR + High School Diploma or Equivalent and 6 or more years of experience in the Sales area OR + Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Sales area Preferred Qualifications: + Demonstrated success acquiring accounts with a track record of sales success + Experience working within a team environment to exceed shared goals + Deep expertise in F&I and Automotive industry + High motivation to drive business growth + Exceptional presentation, collaboration, and communication skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply-your unique background matters to us.The annual salary range, based on performance under the sales incentive plan for this role is $64,600.00 - $105,900.00. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards here .] **Why Zurich?** At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment-so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500 . Join us for a brighter future-for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. **Please note:** Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - Remote Work (US), AM - Delaware Virtual Office Remote Working: Yes Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-KJ1 #LI-REMOTE EOE Disability / Veterans

ABOUT US At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. This is a unique opportunity for an experienced compliance leader to join a multi-billion-dollar, high growth, dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will be a highly visible, senior leadership position, reporting directly into the Global/Executive Chief Compliance and Risk Officer, working closely with RPW senior leadership to collectively support the growing RPW business while mitigating risk and enhancing the SEC compliance infrastructure. Job Summary: The Chief Compliance Officer for Retirement and Private Wealth will be responsible for assisting the Global/Executive Chief Compliance and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means assisting in enhancing and developing SEC compliance programs and infrastructure. This includes conducting mandatory SEC annual risk assessments and establishing and enforcing the Code of Ethics. A key initiative is identifying, recommending and implementing compliance and operational SEC efficiencies to enhance the day-to-day SEC compliance program. Responsibilities: Compliance * Aid in the administration and follow up of the firm's Code of Ethics and other policies and procedures designed to prevent violations of the federal securities laws such as the SEC Investment Adviser Act of 1940; * Assist in conducting ongoing compliance reviews, internal investigations and surveillance to evaluate and test for compliance with applicable SEC rules, regulations, and internal policies; * Recommend workable action plans for identifying and correcting material compliance weaknesses; * Keep up to date with new regulatory requirements and ensure communication of best practices/new rules to appropriate staff within the Firm. * Assist in preparing an annual written report to leadership on the operation, adequacy, and effectiveness of the policies and procedures which support Rule 206(4)-7. * Email surveillance / personal trade reviews / marketing material reviews * Develop and support SEC compliance training and education initiatives for RPW RIAs. * Assist in document collection related to internal and external examinations by auditors and regulators; * Be responsive to RPW business inquiries and requests; * Run point on ad hoc regulatory projects and other requirements as necessary. Compliance Operational * Manage the annual ADV process including data collection and completion of the ADV forms with support of operations and advisor staff. * Participate in the investment due diligence process for SEC compliance and/or operational reviews as needed Requirements: * Must possess a Juris Doctor (JD) degree and demonstrate a strong understanding of legal principles relevant to corporate governance, compliance, and strategic business initiatives. * 10+ years' experience as a senior SEC regulatory compliance professional for either a large financial services firm or in-house Legal team. * Experience leading a team and preferably, leading a function as the senior leader of that function * Solid familiarity with investment advisor business activities * Experience developing, monitoring, and enforcing appropriate policies and procedures. * Ability to confront difficult issues and challenge others when necessary. * Excellent verbal and written communication skills, particularly the ability to clearly communicate technically complex SEC regulatory developments, issues, and analysis in actionable ways. * The ability to meet tight deadlines and prioritize a varied workload and competing priorities in a fast-paced, and at times unpredictable or demanding environment. * Public speaking as well as oral presentation and written skills a plus. * Strong negotiating and conflict resolution skills. * Collegial and collaborative approach to working effectively with others to build strong professional relationships both inside and external to HUB RPW. * Outstanding organizational skills, including prioritization and follow-up. JOIN OUR TEAM Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB International, you will be part of a community of learners and doers focused on our Core Values: entrepreneurship, teamwork, integrity, accountability, and service. 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 $160,000 to $180,000 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 include 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 Legal Required Experience: 10-15 years of relevant experience Required Travel: Up to 25% Required 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 Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team. Position Summary This is an entry-level student position providing administrative support to different departments within Hub/TCG. While development associates are expected to perform daily administrative tasks, there are opportunities to work on long term projects depending on the changing needs of Hub/TCG. Development Associates have the opportunity to develop their written and oral communication skills and their knowledge of general office procedures. We offer a flexible work schedule in a fun and welcoming environment. Students must be able to work a minimum of 15 hours a week though there are opportunities to work additional hours. We pride ourselves on having opportunities for training, development, and promotion. This position reports to the Executive Assistant/Office Manager. Applicants must have reliable transportation to our office: 900 S. Capital of Texas Highway, Ste 350, Austin, TX 78746. Skills/Experience Required Ability to multi-task Ability to maintain confidential information Ability to work independently and under pressure Excellent interpersonal and communication skills Great attention to detail Agility to shift direction in response to changing work situations High school diploma Must be enrolled and currently taking college courses Job Description Data-entry of confidential documents Scanning and copying documents Answering phones at front desk Processing daily mail (incoming and outgoing) Maintaining inventory and stocking office and breakroom supplies Miscellaneous projects from all departments Department Office Administration & ClericalRequired 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.

**Job Title:** Compliance Manager - Qualified Retirement Plans, 401(k) & 403(b) **Compensation:** $80,000-$100,000 plus 6% discretionary bonus **Department:** ERISA Compliance Services **Reports To:** VP, Institutional Advisory and ERISA Services **About Us:** HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. **Mission Statement:** We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team. **Job Summary** We are seeking an experienced and knowledgeable Compliance Manager to perform compliance activities related to retirement plans governed by the Employee Retirement Income Security Act (ERISA). This individual will serve as a subject matter expert, providing strategic guidance and ensuring that our organization and client plans remain fully compliant with ERISA, DOL regulations, and other relevant federal requirements. The ideal candidate has a deep understanding of qualified retirement plans (401(k), 403(b), defined benefit), regulatory requirements, and operational compliance, and is capable of managing complex projects, audits, and cross-functional initiatives. **Key Responsibilities** + Support internal teams and clients with guidance on ERISA and DOL regulations. + Assist in monitoring retirement plan operations for compliance with ERISA, IRS, and DOL standards. + Help prepare responses to regulatory inquiries and audits under supervision. + Track regulatory updates and communicate potential impacts to relevant stakeholders. + Collaborate with legal, operations, and client services to ensure compliant plan administration. + Contribute to the drafting and review of plan documents, amendments, and SPDs. + Interpret plan provisions and assist in resolving operational or fiduciary issues. + Participate in training sessions and maintain awareness of ERISA requirements. + Help implement compliance policies, procedures, and controls. + Support onboarding processes for new retirement plans, ensuring timely setup and documentation. + Maintain client records and assist in tracking regulatory compliance tasks. + Assist with compliance testing, including ADP/ACP and top-heavy testing. + Reconcile Form 5500 filings and support plan audit preparation and documentation. **Qualifications** + Bachelor's degree preferred or equivalent experience in ERISA compliance, retirement plan administration. + In-depth knowledge of ERISA, DOL regulations, IRS rules, and retirement plan compliance best practices preferred. + Experience with qualified retirement plans including 401(k), 403(b), and defined benefit plans. + Demonstrated ability to lead audits, manage complex compliance issues, and work cross-functionally. + Strong communication skills with the ability to explain regulatory concepts clearly to non-legal audiences. + High attention to detail, strong analytical thinking, and excellent organizational skills. + Experience with compliance testing for ERISA plans + Proven track record of sound judgment and proactive problem-solving. **Preferred Experience** + Experience working with recordkeepers, third-party administrators (TPAs), or retirement plan sponsors. + Expertise with Form 5500 filings, prohibited transactions, mandatory notice requirements, nondiscrimination testing, various other ERISA duties and responsibilities. + ASPPA designation preferred **Compensation:** + $80,000-$100,000 plus discretionary bonus **Featured benefits:** + Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave + Remote **_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- $85,000_** **_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: 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._** **\#LI-DH1** Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required Required 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 Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Throughout our network of more than 600 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. About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team. We are the perfect fit if you: Enjoy team collaboration Thrive in a healthy company culture that recognizes success Want to learn and grow your current skill set Are seeking a progressive work environment at a rapidly growing organization Have a desire to help others protect their future Have an entrepreneurial spirit and are challenged by the opportunity to grow the business Are focused on learning and development to enhance your industry knowledge and expertise Are a self-starter willing to invest time and energy to learn the technical aspects of our business Believe in integrity and building success by developing relationships with others Job purpose: As a tax associate, you will work directly with the tax team and wealth management teams to deliver personal, S-Corporation, partnership, private foundation and gift tax returns and ongoing financial recordkeeping services. The successful tax associate will be detail-oriented, have strong communication skills, thrive in a team environment, and be driven to grow professionally and personally. Duties and responsibilities: Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements Maintain client paper files and electronic data files in a well-organized, timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees Prepare responsive documents to inquiries from the IRS and other taxing authorities, research supervised technical matters for complex tax needs and updates to regulations Maintain and update financial records using QuickBooks Online Manage accounts payable and accounts receivable Reconcile bank, credit card, and other financial statements Process payroll and ensure proper tax filings (if applicable) Generate financial reports for internal and external use Support client relationships and retention through accurate, timely completion of client deliverables Uphold procedures with sufficient controls to prevent errors, fraud and misstatements of financial results Attend and participate in learning opportunities through associate meetings and internal resources made available through compliance, practice management, etc. Compliance to the Firm's quality control standards Additional projects, furthering the service of clients, as needed Work experience: 2+ years of related tax preparation experience Education/Licensing: Associate's or Bachelor's degree in Accounting, Finance, or related field (preferred) Proficiency in QuickBooks Online (certification a plus) Demonstrated experience with payroll systems and sales tax filings is a plus Knowledge and Skills: Proficiency in Microsoft Office including Word, Outlook, and Excel Familiarity with tax software programs Positive attitude toward client relations to provide exceptional, proactive client service Ability to manage multiple tasks and maintain the necessary attention to detail Highly organized with strong analytical skills, creative problem solving and strong research capabilities Ability to work on a team while maintaining a high level of responsibility and accountability to individual projects and tasks Able to manage conflicting priorities, deadline-based tasks and simultaneous projects Clear communicator with strong interpersonal writing & presentation skills Working Conditions: Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available. Compensation: $70,000-90,000 Featured benefits: Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave Hybrid schedule: 900 S Capital of TX Hwy, Ste. 350, Austin Texas #LI-DH1 Department Accounting & FinanceRequired Experience: 2-5 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.

We are looking for a strategic leader who is prepared to continue the significant growth that the Southwest Region has enjoyed from the Austin branch. Austin has been one of the fastest growing offices for CI nearly doubling GWP in three years. Responsibilities: Responsible for the profit, growth and fostering of internal and external relationships for Commercial Insurance. The Austin branch Commercial Insurance GWP is $60 million wtih a mix of business including Manufacturing, Energy, Financial Institutions, and more. The geographic scope of the role includes distribution partners in 12+ cities around Texas such as Amarillo, El Paso, Midland, Odessa, and San Antonio. The role relies on a mix of five direct reports and the cored resources around the Southwest. The manager is responsible for hiring, retention, performance management, compensation and technical training and coaching and development for underwriting staff. Specific responsibilities include: P&L - Accountability (premium, profitability, growth, retention, and expense plans/results) for Commercial Insurance P&C business. Strong focus on growing the Lower Middle Market Portfolio, as well as our highest margin segments including Technology and Life Sciences. Portfolio Management/LOB - Direct profit and loss responsibility for field business; coordination, agency management, and production responsibility across CI product portfolio. Underwriting Strategy Execution - Manages execution of new and renewal underwriting strategy for local underwriters and in tandem with remote resources. Technical UW/Referral Resource - In collaboration with Product, serves as technical resource for referrals and underwriting authority. Point of contact for branch risks which fall outside of field authority; coordinate efforts with Home Office/Product and Segment leaders. Corporate Underwriting Audit - Monitors underwriting quality and achieve Satisfactory score with underwriting authority violation below the allowed threshold. Marketplace Focus - Develop opportunities particular to the local marketplace and provide customized approaches on market conditions and broker / agency needs. Marketing Strategy and Execution - Works closely with Field Operations on development and execution of marketing strategy and coordinates marketing and production activities within assigned branch(es) for entire portfolio of CI business. Business Development - Directs business development activities and provides guidance for implementing sales and/or product launches with particular emphasis on Benchmarq. Producer Management: -Primary responsibility for managing regional/local producer plant; responsible for cohesive and consistent agency management strategies across assigned locations. Facilitates product education/appetite; serves as point person for key local producer relationships. Expense Administration - Collaborate with Southwest Regional manager and WHS to ensure effective expense administration for assigned branches. Staff Development and Staff Administration (including Performance Management and Compensation) Accountable for new hire onboarding, training and developing, succession planning, culture of inclusion, coaching and mentoring and retention of staff. Ensure effective deployment of staff for assigned locations; maintain mentoring / succession relationship with several High Potential Senior Underwriters and Team Leaders within assigned locations. Oversee workflows, staffing resources, and appropriate application of technology to ensure efficient, cost-effective field operation. Collaborate with HR on performance management and compensation process. Maintain an active pipeline of underwriting talent in the marketplace Qualifications Five years Middle Market/Multi-line underwriting experience with a strong understanding of P&C lines of business, industry practices, products and appetite Strong understanding of field distribution plant (broker, regional, independent agents) Strong people management skills Strong technical/underwriting leadership skills to manage a team of multiline commercial underwriters Advanced marketing and sales skills Builds Strategic Relationships Drives Customer Focus Demonstrates Agility Drives Execution Exerts Operational Decision Making Exhibits Skillful Communication

The position will be based within the defined geography, preferably near a Chubb Regional or Branch Office. The role will report to the VP, Business Development, and the Austin Branch Manager. Position is based in Austin, Texas JOB SUMMARY: The Business Development Manager (BDM) is responsible for business development in the assigned territory of brokers, agents, and other distribution partners, focused primarily on Chubb's products and services associated with Small Commercial, Middle Market and Financial Lines business. The BDM acts as ambassador for all that Chubb has to offer for a select group of Agents. The BDM is responsible for overall agency relationship management including new client acquisition and client management. Manages and maintains focus on achieving metrics across KPI's, including Gross Written Premium growth, New Business, profit, new agency appointments, and visibility. MAJOR DUTIES & RESPONSIBILITIES: Successful and documented track record of calling on insurance brokers and agents within a predetermined territory/geography Develops tactical sales plan designed to achieve annual objectives. hese objectives to include the capture of market share, new agency appointments, & revenue growth Generates opportunities to acquire new business through business development activities initiated with assigned brokers & agents Builds relationships with key partnerships locally and regionally to assist in business development opportunities Demonstrated ability to achieve monthly, quarterly, and annual production goals Works closely with commercial underwriting staff and local field operations leadership Ensures that products/services are competitively positioned in the market Manages pipeline of key customers to meet and exceed growth goals and objectives Serves as point of contact and relationship manager for assigned producers Effectively manages daily, weekly, and monthly goals and tracking responsibilities Works with underwriting to evaluate, price and propose rate and strategy on small to large commercial accounts Manages assigned workload to meet internal productivity and timely service standards Minimum of 5 years underwriting and/or Broker/Agent sales experience; business development experience in commercial lines preferred. College degree or equivalent business experience. CPCU or CIC recommended Ability to work independently and assimilate learning materials on many different subjects from various sources Excellent interpersonal, communications and negotiation skills Authoritative knowledge of all Chubb commercial coverages, products, services, and liabilities Ability to be self-motivated and a self-starter Ability to make independent decisions using Chubb best practices for guidance Excellent verbal and written communication skills Capable of dealing with highly visibility Must be able to effectively work in a team and matrix reporting environment.

**ABOUT US** At **HUB International** , we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. This is a unique opportunity for an experienced compliance leader to join a multi-billion-dollar, high growth, dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will be a highly visible, senior leadership position, reporting directly into the Global/Executive Chief Compliance and Risk Officer, working closely with RPW senior leadership to collectively support the growing RPW business while mitigating risk and enhancing the SEC compliance infrastructure. **Job Summary:** The **Chief Compliance Officer** **for Retirement and Private Wealth** will be responsible for assisting the Global/Executive Chief Compliance and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means assisting in enhancing and developing SEC compliance programs and infrastructure. This includes conducting mandatory SEC annual risk assessments and establishing and enforcing the Code of Ethics. A key initiative is identifying, recommending and implementing compliance and operational SEC efficiencies to enhance the day-to-day SEC compliance program. **Responsibilities:** Compliance + Aid in the administration and follow up of the firm's Code of Ethics and other policies and procedures designed to prevent violations of the federal securities laws such as the SEC Investment Adviser Act of 1940; + Assist in conducting ongoing compliance reviews, internal investigations and surveillance to evaluate and test for compliance with applicable SEC rules, regulations, and internal policies; + Recommend workable action plans for identifying and correcting material compliance weaknesses; + Keep up to date with new regulatory requirements and ensure communication of best practices/new rules to appropriate staff within the Firm. + Assist in preparing an annual written report to leadership on the operation, adequacy, and effectiveness of the policies and procedures which support Rule 206(4)-7. + Email surveillance / personal trade reviews / marketing material reviews + Develop and support SEC compliance training and education initiatives for RPW RIAs. + Assist in document collection related to internal and external examinations by auditors and regulators; + Be responsive to RPW business inquiries and requests; + Run point on ad hoc regulatory projects and other requirements as necessary. Compliance Operational + Manage the annual ADV process including data collection and completion of the ADV forms with support of operations and advisor staff. + Participate in the investment due diligence process for SEC compliance and/or operational reviews as needed **Requirements:** + Must possess a Juris Doctor (JD) degree and demonstrate a strong understanding of legal principles relevant to corporate governance, compliance, and strategic business initiatives. + 10+ years' experience as a senior SEC regulatory compliance professional for either a large financial services firm or in-house Legal team. + Experience leading a team and preferably, leading a function as the senior leader of that function + Solid familiarity with investment advisor business activities + Experience developing, monitoring, and enforcing appropriate policies and procedures. + Ability to confront difficult issues and challenge others when necessary. + Excellent verbal and written communication skills, particularly the ability to clearly communicate technically complex SEC regulatory developments, issues, and analysis in actionable ways. + The ability to meet tight deadlines and prioritize a varied workload and competing priorities in a fast-paced, and at times unpredictable or demanding environment. + Public speaking as well as oral presentation and written skills a plus. + Strong negotiating and conflict resolution skills. + Collegial and collaborative approach to working effectively with others to build strong professional relationships both inside and external to HUB RPW. + Outstanding organizational skills, including prioritization and follow-up. **JOIN OUR TEAM** Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB International, you will be part of a community of learners and doers focused on our Core Values: entrepreneurship, teamwork, integrity, accountability, and service. _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 $160,000 to $180,000 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 include 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 Legal Required Experience: 10-15 years of relevant experience Required Travel: Up to 25% Required 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.

Compensation: $80,000-$100,000 plus 6% discretionary bonus Department: ERISA Compliance Services Reports To: VP, Institutional Advisory and ERISA Services About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team. Job Summary We are seeking an experienced and knowledgeable Compliance Manager to perform compliance activities related to retirement plans governed by the Employee Retirement Income Security Act (ERISA). This individual will serve as a subject matter expert, providing strategic guidance and ensuring that our organization and client plans remain fully compliant with ERISA, DOL regulations, and other relevant federal requirements. The ideal candidate has a deep understanding of qualified retirement plans (401(k), 403(b), defined benefit), regulatory requirements, and operational compliance, and is capable of managing complex projects, audits, and cross-functional initiatives. Key Responsibilities * Support internal teams and clients with guidance on ERISA and DOL regulations. * Assist in monitoring retirement plan operations for compliance with ERISA, IRS, and DOL standards. * Help prepare responses to regulatory inquiries and audits under supervision. * Track regulatory updates and communicate potential impacts to relevant stakeholders. * Collaborate with legal, operations, and client services to ensure compliant plan administration. * Contribute to the drafting and review of plan documents, amendments, and SPDs. * Interpret plan provisions and assist in resolving operational or fiduciary issues. * Participate in training sessions and maintain awareness of ERISA requirements. * Help implement compliance policies, procedures, and controls. * Support onboarding processes for new retirement plans, ensuring timely setup and documentation. * Maintain client records and assist in tracking regulatory compliance tasks. * Assist with compliance testing, including ADP/ACP and top-heavy testing. * Reconcile Form 5500 filings and support plan audit preparation and documentation. Qualifications * Bachelor's degree preferred or equivalent experience in ERISA compliance, retirement plan administration. * In-depth knowledge of ERISA, DOL regulations, IRS rules, and retirement plan compliance best practices preferred. * Experience with qualified retirement plans including 401(k), 403(b), and defined benefit plans. * Demonstrated ability to lead audits, manage complex compliance issues, and work cross-functionally. * Strong communication skills with the ability to explain regulatory concepts clearly to non-legal audiences. * High attention to detail, strong analytical thinking, and excellent organizational skills. * Experience with compliance testing for ERISA plans * Proven track record of sound judgment and proactive problem-solving. Preferred Experience * Experience working with recordkeepers, third-party administrators (TPAs), or retirement plan sponsors. * Expertise with Form 5500 filings, prohibited transactions, mandatory notice requirements, nondiscrimination testing, various other ERISA duties and responsibilities. * ASPPA designation preferred Compensation: * $80,000-$100,000 plus discretionary bonus Featured benefits: * Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave * Remote 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- $85,000 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: 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. #LI-DH1 Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required Required 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.

126053 Zurich is currently looking for aContract Surety Underwriter (Executive Underwriter OR AVP, Underwriting Director)to work in the State of Texas, and preferably out of our Dallas or Houston area office or virtual within the State of TX. The Contract Surety Underwriter will work to analyze and underwrite a book of new and renewal business. Underwriters will use the Zurich Way of Underwriting Framework within delegated authority levels on highly complex assignments ensuring a high-level service to customers. In this role, you will partner with brokers and will utilize strong sales execution mindset to write profitable business. We are looking to bring leading talent into the organization and foster a **culture of innovation and excellence! Great opportunity** to: + Join a global company that gives you an opportunity to collaborate with some of the best talent in the business + Use your risk management, accounting, and/or finance experience to support the needs of our customers + Have the autonomy and freedom to be successful in your career This role will be filled at either the Contract Surety Underwriter Executive Underwriter OR AVP, Underwriting Director level. The hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position. Additional responsibilities will include: + Proactively seek renewal and new account opportunities. + Complete detailed opportunity assessment with key distributors to identify growth opportunities. + Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity. + Make agent/broker/customer and on-sight calls with a planned and well-prepared purpose. + Negotiate Terms & Conditions and close deals. + Cross-Sell other lines of business to increase product density with the account. + Participate in Sales Team meeting as related to assigned brokers and / or territory. + Proactively engage in the target account process, managing a qualified list of opportunities 90 to 120 days prior to effective date. + Update required systems with details of broker / client visits and account status within specified time frame. + Serve as key contact for assigned target accounts. + Develop strong broker and client networks as related to industries underwritten by Business Unit. + Contribute to development of u/w manuals, programs and guidelines. + Lead complex technical or long-term (over 6 months) business projects to implement new or changed systems, programs or products + Investigate, recommend and implement leading edge technical solutions when they meet customer needs Executive Underwriter Required Qualifications: + High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing, Finance, Accounting, Banking area OR + High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR + Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing, Finance, Accounting, Banking area OR + Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND + Knowledge of Microsoft Office + Experience working on time restraints for quotes on new and renewal business + Experience working in a team environment OR AVP Underwriting Director Required Qualifications: + High School Diploma or Equivalent and 7 or more years of experience in the Underwriting, Market Facing, Finance, Accounting, or Banking area OR + High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR + Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years in the Underwriting, Market Facing, Finance, Accounting, or Banking area OR + Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area Preferred Qualifications: + Bachelor's Degree + Strong verbal and written communication skills + Microsoft Office experience At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click here . Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply, as they will be considered based on their experience, skills, and education. The salary indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The combined salary range for this position is $98,500.00- $215,000.00. The proposed salary range for the Executive Underwriter is $98,500.00 - $165,000.00, with short-term incentive bonus eligibility set at 15%. For the AVP Underwriting Director is $130,000.00- $215,000.00, with short-term incentive bonus eligibility set at 20%. As an insurance company, Zurich is subject to 18 U.S. Code § 1033. A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please clickhere (********************************* to learn more. Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Addison, AM - Dallas, AM - Houston, AM - Texas Virtual Office, AM - Austin, AM - San Antonio Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-WL1 #LI-ASSOCIATE EOE Disability / Veterans

Compensation: $80,000-$100,000 plus 6% discretionary bonus Department: ERISA Compliance Services Reports To: VP, Institutional Advisory and ERISA Services About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team. Job Summary We are seeking an experienced and knowledgeable Compliance Manager to perform compliance activities related to retirement plans governed by the Employee Retirement Income Security Act (ERISA). This individual will serve as a subject matter expert, providing strategic guidance and ensuring that our organization and client plans remain fully compliant with ERISA, DOL regulations, and other relevant federal requirements. The ideal candidate has a deep understanding of qualified retirement plans (401(k), 403(b), defined benefit), regulatory requirements, and operational compliance, and is capable of managing complex projects, audits, and cross-functional initiatives. Key Responsibilities Support internal teams and clients with guidance on ERISA and DOL regulations. Assist in monitoring retirement plan operations for compliance with ERISA, IRS, and DOL standards. Help prepare responses to regulatory inquiries and audits under supervision. Track regulatory updates and communicate potential impacts to relevant stakeholders. Collaborate with legal, operations, and client services to ensure compliant plan administration. Contribute to the drafting and review of plan documents, amendments, and SPDs. Interpret plan provisions and assist in resolving operational or fiduciary issues. Participate in training sessions and maintain awareness of ERISA requirements. Help implement compliance policies, procedures, and controls. Support onboarding processes for new retirement plans, ensuring timely setup and documentation. Maintain client records and assist in tracking regulatory compliance tasks. Assist with compliance testing, including ADP/ACP and top-heavy testing. Reconcile Form 5500 filings and support plan audit preparation and documentation. Qualifications Bachelor's degree preferred or equivalent experience in ERISA compliance, retirement plan administration. In-depth knowledge of ERISA, DOL regulations, IRS rules, and retirement plan compliance best practices preferred. Experience with qualified retirement plans including 401(k), 403(b), and defined benefit plans. Demonstrated ability to lead audits, manage complex compliance issues, and work cross-functionally. Strong communication skills with the ability to explain regulatory concepts clearly to non-legal audiences. High attention to detail, strong analytical thinking, and excellent organizational skills. Experience with compliance testing for ERISA plans Proven track record of sound judgment and proactive problem-solving. Preferred Experience Experience working with recordkeepers, third-party administrators (TPAs), or retirement plan sponsors. Expertise with Form 5500 filings, prohibited transactions, mandatory notice requirements, nondiscrimination testing, various other ERISA duties and responsibilities. ASPPA designation preferred Compensation: $80,000-$100,000 plus discretionary bonus Featured benefits: Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave Remote 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- $85,000 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: 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. #LI-DH1 Department Account Management & ServiceRequired Experience: 2-5 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.

The AVP Employer Group Sales & Implementation will lead the expansion of Healthy Paws pet insurance offerings through employer benefit channels. This role combines strategic business development with operational execution, responsible for both winning new business and overseeing implementation with employer clients. The role is ideal for a leader experienced in voluntary benefits and employer group partnerships. Responsibilities Voluntary Employer Business Development Identify, pursue, and secure new employer group opportunities for Healthy Paws pet insurance offerings. Build and maintain relationships with benefit brokers, consultants, and HR stakeholders. Develop territory and market plans to drive revenue growth. Negotiate distribution agreements and pricing. Implementation & Onboarding Serve as implementation lead for new employer clients, ensuring smooth onboarding. Coordinate internally with underwriting, marketing, operations, and technology for go-live. Develop implementation plans including timelines, communication assets, and training. Track and report implementation progress, identifying and resolving issues proactively. Strategy & Collaboration Provide market feedback to support continuous improvement of the employer sales approach. Represent the employer distribution channel in internal planning sessions. Collaborate with internal teams to improve tools, processes, and client outcomes. Participate in benefit fairs, conferences, and key industry events as needed. Required Qualifications 10 years of experience in employer group sales, voluntary benefits, or B2B insurance distribution Proven track record selling into HR and benefits teams or through broker/consultant networks Experience managing the onboarding or implementation of employer-based benefit programs Excellent communication, presentation, and project management skills Proficiency with CRM platforms and collaboration tools Ability to travel up to 40% as needed Preferred Qualifications Familiarity with the pet insurance market or other niche employee benefits Existing relationships with national or regional broker/benefit consultant firms Experience in a high-growth or startup environment