HUB International jobs in Fort Worth, TX - 93 jobs

About Us: HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity. General Description (Summary, Scope, Purpose): The Senior Actuarial Consultant - OPEB will play a pivotal role within HUB Texas, specializing in Other Post-Employment Benefits (OPEB) and retiree medical plan valuations. This individual will oversee a portfolio of OPEB clients and lead actuarial valuations, financial reporting, and funding analysis initiatives, offering critical support to our national and regional consulting teams. The Senior Actuarial Consultant will also provide mentorship to junior team members and may eventually assume people management responsibilities. This role requires a hands-on approach to actuarial valuations with a strong focus on accuracy and attention to detail. The consultant will leverage deep expertise in employer-sponsored compliance requirements-including GASB 74/75, FASB ASC 715-60, and IASB 19(r) accounting standards-to deliver comprehensive valuation reports, reserve analyses, and funding recommendations. In this collaborative role, the Senior Actuarial Consultant will work closely with internal teams and external clients, presenting complex actuarial concepts in clear, understandable terms. They will act as a strategic advisor and subject matter expert, helping clients navigate challenging OPEB funding and compliance issues while supporting business development and driving success across the organization. Essential Duties and Responsibilities: The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload. Lead actuarial valuations for OPEB and retiree medical plan clients, including required accounting reports (GASB 74/75, FASB ASC 715, 958, 965), liability determination, and funding analysis Present actuarial OPEB results to clients in a clear and easy to understand manner, helping clients solve challenging problems and make informed decisions Manage multiple complex projects and clients simultaneously, balancing accuracy requirements with deadlines, client budgets, and maintaining client relationships and contracts Update, build, and review tools and templates as needed, including ProVal and other actuarial software Lead client and internal client team meetings, communicating complex actuarial issues clearly and concisely to non-technical audiences Manage several complex projects and clients simultaneously, effectively managing deadlines and maintaining client relationships Assist with updating, building and reviewing tools and templates as needed, including expertise in ProVal and other actuarial software Develop methodologies and analysis approaches for retiree medical plan valuations and funding strategies Represent the organization to prospective and current clients, supporting business development efforts Support junior colleague development through peer review and mentorship Partner with the Employee Benefits (EB) consulting teams, including but not limited to producers, account managers, and the financial consulting team Requirements: Bachelor's degree Associate of the Society of Actuaries (ASA) certification Member of the American Academy of Actuaries and able to sign off on statements of actuarial opinions 10+ years of relevant experience, with extensive history retiree medical consulting Exposure to various industries, including education, healthcare and public-sector Proficiency with Excel and ProVal Ability to communicate clearly with clients and internal stakeholders Experience leading client teams and/or projects Passion for leading and developing others #LI-KP1 Department Business OperationsRequired 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.

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

Brown & Brown is seeking a Benefits Communications Specialist to join our growing team in Plano, TX! Responsible for a broad variety of support services for internal and external customers. Acquires a knowledge of communication skills as well as overall insurance knowledge in this role within the Employee Benefits Department. Essential Duties and Functions: Intake/Recording of Team Projects Maintenance of Communication Team Systems Utilize Adobe Creative Suite and InDesign Benefits Guide updates Open Enrollment Communications support: postcards, flyers, etc. RFP response support Intermediate design and updates to client benefit guides, client presentations, and client communications. Produce appropriate graphical assets for multi-channel experience. Participate in user research and testing to continually search for ways to improve user experience of our client supplied software/apps. Participate in client and prospective client presentations. Develop communication team strategy. Senior Communications Specialist Mastered duties of the Communication Specialist Start to take on lead role in client presentations with direction from Consultant and Team Lead. Required 2+ years related experience Relevant undergraduate degree (or equivalent experience) Proficient with MS Office Suite Strong visual design skills, understanding latest trends in color, layout and typography. Expert knowledge of visual design tools like Adobe Creative Suite, InDesign, Ominigraffle, Axure, etc. Mobile app design experience (iOS and/or Android) preferred. Exceptional telephone demeanor Willingness to collaborate with cross-functional teams, iterate on designs, and being open to constructive feedback. Good verbal and written communication skills and good grammatical skills Ability to maintain a high level of confidentiality Senior Communications Specialist - Benefits Relevant undergraduate degree (or equivalent experience) and/or a minimum of 4+ years experience. Mastered Specialist tasks + Mobile app design experience (iOS and/or Android) required Responsive web design experience and an understanding of HTML/CSS opportunities and constraints Behavioral Competencies: BE Smart/decision quality: Planning/organizing-the individual prioritizes and plans work activities and uses time efficiently. Makes good and timely decisions that propels our company forward BE the Link, drives engagement: Interpersonal skills-the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things. Creates an environment where teammates feel connected and energized. BE Clear, communicate effectively: 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. BE Customer Focused: 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. BE Trustworthy: Quality control-the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality. Initiative-the individual takes responsibility and seeks additional work. Safety and security-the individual observes safety and security procedures and uses equipment and materials properly. BE the Link, drives engagement: Adaptability-the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.

This is a role focused on casualty claim handling for Chubb commercial insureds nationwide. In this role you will manage general liability and automobile claims, both litigated and non-litigated, involving small and medium sized commercial exposures, both on a primary and excess basis. This role requires an individual to be accountable for the handling and disposition of claims including investigation, coverage determination, reserving, negotiation and settlement or trial strategies. This position will require some travel, as well as coordinating with and servicing both internal and external business partners. You will represent the company at meetings with management and business partners, as well as at mediations, arbitrations, settlement conferences and trials. Responsibilities Provides outstanding customer service and works well with the insured, broker and internal business partners in the adjustment of commercial casualty, specialty risks, and business auto claims. Analyzes coverage and communicates coverage positions, as warranted, under direction of supervisor and coverage unit. Conducts, coordinates, and directs investigation into loss facts and extent of third-party damages. Directs and closely monitors assignments to experts and defense counsel. Evaluates information on coverage, liability, and damages to determine the extent of exposure to the insured and the company. Sets reserves within authority or makes claim recommendations concerning reserve changes to supervisor. Travels to conferences, mediations, and trials as necessary. Travel need is infrequent but dependent upon cases but could range up to 10%. Five or more years' experience as a claims professional with a high degree of competence in the handling of general liability and auto claims with emphasis on hands-on file and litigation management. Automobile and General Liability (GL) experience with specific experience in commercial exposures. Demonstrated ability in dealing with coverage matters. An understanding of the tenants of insurance and legal principles. Working knowledge of industry best practices and procedures. An ability to work independently and assimilate learning materials on many different subjects from various sources. Excellent interpersonal communications and negotiation skills; and an ability to deal with customers and business partners in a professional manner. Ability to make prompt, intelligent decisions based upon detailed analysis of conflicting allegations. an inclusive mindset which allows differences to be leveraged for better business results; open, transparent communication; teamwork and inclusion which draws on diverse ideas and perspectives; and new ideas, innovation, and ways of thinking which support diversity. Who are we looking for? Successful professionals at Chubb come from many backgrounds and experiences and bring that rich diversity with them to our company along with: open, transparent communication; an inclusive mindset which allows differences to be leveraged for better business results; teamwork and inclusion which draws on diverse ideas and perspectives; and new ideas, innovation, and ways of thinking which support diversity.

129742 Zurich North America is currently hiring an Underwriting Account Service Associate to join the {Insert Major Unit} team! As an Underwriting Account Service Associate, you will support and work closely with experienced Underwriters in the review and analysis of risks. You will enjoy the opportunity to fully apply and hone your research and analytical skills to effectively assess risk and grow your career. At Zurich North America we acknowledge that work life-balance and flexibility are a priority when it comes to choosing your next career move. Designed with our employees' needs in mind, the ZNA hybrid work model emphasizes flexibility, allowing employees to conduct individual work in their preferred location, while facilitating in-person connections and collaborative activities when meaningful and valuable. While the model provides a high level of flexibility and autonomy, occasional circumstances requiring in-office attendance should be expected. This is a hybrid work position, however, the candidate selected for this opportunity should be able to report into one of the following North American office locations: {Insert Location(s)}. In this role you will be responsible for: + Reviews, evaluates, and summarizes risk exposures, controls, loss history, and financial condition to aid underwriting decisions around submission acceptance or declination. + Follows instructions from Underwriters in areas of policy rating, subjective pricing, policy construction, coverages & exclusions, mandatory forms, etc. to accurately quote and issue policies. + Provides account servicing support in collaboration with Underwriter and Manager, with responsibility for end-to-end servicing processes for new business, renewals, and endorsements for basic to moderately complex business and products. + Responds to written, verbal telephone inquiries appropriately and on time under close supervision by Underwriter and/or Manager. Working collaboratively with assigned underwriters. + Supports Underwriter with broker/agent/distributor/customer interactions by providing basic customer service skills. Basic Qualifications: + Bachelor's degree and no prior experience in the Administrative, Customer Service, Financial Services, Risk Management, or Insurance area OR + Zurich Certified Insurance Apprentice, including Associate Degree and no prior experience in the Administrative, Customer Service, Financial Services, Risk Management, or Insurance area OR + High School Diploma or Equivalent and 2 or more years of experience in the Administrative, Customer Service, Financial Services, Risk Management, or Insurance area AND + Knowledge of data collection and analysis + Microsoft Office experience Preferred Qualifications: + Insurance industry knowledge + Knowledge of processing, rating and policy management systems used in the insurance industry + Strong verbal and written communication skills + Superior skills in relationship building, active listening with customers and coworkers + Customer service experience + Enjoys working with details and providing accurate data in a timely manner + Self-directed to meet deadlines + Multi-tasking skills + 5% Travel 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 pay range shown is a national average and may vary by location. For this position, the salary is $48,610 - $70,000, plus a short-term incentive bonus of 5%. 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): Houston, TX or Dallas, TX Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-MM1 #LI-HYBRID EOE Disability / Veterans

Combined Insurance, a Chubb Company, is seeking an Agency Leader in the Dallas/Forth-Worth area 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 Agency Leader (AL) is responsible for delivering annual new sales objectives in an assigned area by sourcing, providing guidance, and supporting Agency Coordinators and Independent Agents and for providing sales & service support to current policyholders. The AL is responsible for sourcing, identifying, and affiliating, new Independent Agents as well as providing coaching and voluntary training to both Independent Agents and Agency Coordinators. Responsibilities Sourcing & Development Establish local networks and source prospective new Independent Agent candidates and independent agencies to sell Combined products Conduct informational seminars for prospective new Independent Agents as needed. Represent the Agency at local job fairs or other hiring events Affiliate Independent Agent candidates Make recommendations for developing Independent Agents into leadership roles such as Agency Coordinator Field Training Provide in-person support to Independent Agents during sales visits as requested and provide voluntary training and/or guidance as needed to support them in the sale of Combined products Develop expertise in all aspects of the Sales Process and remain available for consultation and/or guidance to Independent Agents and Agency Coordinator as requested Provide support with developing targeted training for Agency Coordinators and Independent Agents who request additional development Collaborate with Carrier Compliance Department to provide required compliance training Support Agency Coordinators and Independent Agents in appointment setting, upon request and as needed Meetings Lead voluntary meetings and webinars Facilitate and attend training and development meetings developed and led by AD and carrier for support Attend other Agency meetings, as required Administration Support Assist Agency Coordinators and Independent Agents in adhering to administrative process Be the primary contact point for administrative and implementation support queries Support AC and Independent Agents with sales tools and their implementation Other Work with team to reach production expectations and guidelines set by Agency Management Meet growth goals in APV and Affiliation Effectively demonstrate the Agency's Sales Process Follow Company policies procedures and expectations Set an example for others to follow Establish local presence for Agency COMPETENCIES Problem Solving: Takes an organized and logical approach to thinking through problems and complex issues. Simplifies complexity by breaking down issues into manageable parts. Looks beyond the obvious to get at root causes. Develops insight into problems, issues and situation Continuous Learning: Demonstrates a desire and capacity to expand expertise, develop new skills and grow professionally. Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise. Takes advantage of formal and informal developmental opportunities. Takes on challenging work assignments that lead to professional growth Initiative: Willingly does more than is required or expected in the job. Meets objectives on time with minimal supervision. Eager and willing to go the extra mile in terms of time and effort. Is self-motivated and seizes opportunities to make a difference. Adaptability: Ability to re-direct personal efforts in response to changing circumstances. Is receptive to new ideas and new ways of doing things. Effectively prioritizes according to competing demands and shifting objectives. Can navigate through uncertainty and knows when to change course Results Orientation: Effectively executes on plans, drives for results and takes accountability for outcomes. Perseveres and does not give up easily in challenging situations. Recognizes and capitalizes on opportunities. Takes full accountability for achieving (or failing to achieve) desired results Values Orientation: Upholds and models Chubb values and always does the right thing for the company, colleagues and customers. Is direct truthful and trusted by others. Acts as a team player. Acts ethically and maintains a high level of professional integrity. Fosters high collaboration within own team and across the company; constantly acts and thinks “One Chubb” Education and Experience Stable work history with minimum of 3 years with a successful sales track record. Insurance sales is a plus 1+ years of Sales team management. Experience in leading independent contractor workforce preferred Demonstrated ability to build a team through proven sourcing and recruitment strategies High School Degree or equivalent required, college degree preferred Ability to use Microsoft Office and tablet at intermediate level. An active professional network is required Obtaining a valid Life, Accident and Health license prior to employment date

CI & Major Marine Operations Manager Dallas The Operations Supervisor /Manager position oversees a team of Underwriting associates in support of our Marine underwriting team. The Operations Supervisor will collaborate with NA /Field Operations leadership and Marine Underwriting leadership to provide superior customer service, quality and workflow/process management. The role will include training/ development and management of a UAA team. The ideal candidate will have a working knowledge of Chubb Systems and Workflows/Processes. Position Responsibilities: People/Performance Management Oversee UAA/UA team to meet/exceed NA Operations performance metrics Develop UAA/UA Talent through oversight of training and development planning/execution/monitoring Collaborate with MA UW counterparts to assure mutual priorities are achieved Actively engage with direct reports to provide coaching on performance to develop UAA skills/competencies. Address performance issues promptly through the performance improvement process. Deliver regular, results driven feedback tied to performance goals/metrics. Maintain an open and collaborative engagement with staff that encourages diversity of thought Assure adoption of standardized UAA Role/Responsibilities and adherence to corporate workflows. Assure timely completion of performance reviews, goal setting and compensation administration Create and execute plans to retain high potential employees Process Management Assure team adherence and compliance with established processes/workflows and roles. Assure team adherence to underwriting/regulatory/Compliance guidelines, and quality goals. Review and communicate all process/workflow changes/enhancements and assure UAA/UA adoption. Review workflows and escalate any process improvement suggestions to Service Leader. Monitor and oversee workload capacity of each team member and allocate resources appropriately to meet business needs. Assure UAA/UA adoption of Corporate automation strategies Service Management Oversee process to assure all service delivery goals are met Act as point of contact for Marine Accounts business partners regarding operational process, service and people management Demonstrated familiarity /use of key metric tools to monitor and manage our service deliverables Assure active engagement with all business partners to assure service and quality results are maintained, and Workflow and Process and resources are effectively deployed. Financial Management Utilize CI/Major Ops/UW Reporting systems/tools to oversee business (Vision, CMR, Tracker, Clean Close) Oversee reporting on premium bookings for assigned departments Ensure timely transfer of eligible business to underwriting center to maximize branch resources Partner with CSSC to resolve collection/billing issues Oversee timely resolution of WC Bureau Crits to eliminate fines Education and Experience: Associates Degree or equivalent, 4-Year degree preferred Minimum of 5-7 years relevant insurance/supervisory experience Advanced PC Skills: Advanced knowledge of Microsoft suite with emphasis on Microsoft Outlook and Excel. Advanced internet navigation skills and working knowledge of all key operational workflow/process reporting tools. Excellent verbal and written communication skills. Strong interpersonal skills and ability to establish and maintain effective working relations with internal and external partners in a multi-cultural environment. Demonstrated results orientation with ability to problem solve and provide solutions. Strong business acumen and critical thinking skills which lead to confident decision making Ability to learn quickly, prioritize work, and perform within time constraints. Ability to work independently within a team/group environment with ability to collaborate with others and influence peers/drive Operational priorities. Ability to manage remote staff Ability to adapt to fast paced environment Ability to lead /influence team to meet business priorities. I

Contribute to the achievement of the Chubb Global Casualty business plan. The Executive Underwriter is responsible for production, underwriting and maintenance of new and renewal domestic casualty accounts within a defined territory. In addition, the Executive Underwriter is responsible for establishing and cultivating business relationships with brokers and clients within the assigned territory to assure the continued flow of new business opportunities while representing all Chubb Global Casualty segments and products. Responsibilities Evaluate, select, underwrite, price, quote and maintain new and renewal business. Retain accounts through active participation in Chubb Stewardship process. Adhere to Chubb standards on pricing and servicing. Participate in product line projects as required. Oversee & execute on various operational tasks and maintain strict adherence to File Construction, Documentation and Self-Audit endeavors. The individual should have strategically based relationships and expertise to help navigate clients both internally and externally. College degree in insurance, business or related fields or equivalent experience. 6+ years commercial casualty experience, and/or underwriting Fortune 1000 companies. Superior communication, interpersonal and negotiating skills. Superior analytical skills needed to evaluate and develop Excellent sales and marketing skills. Advanced computer skills preferred.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. CrossPoint Medical Managment, a company of Bridge Specialty Group is seeking a Nurse Case Manager to join our growing team in Dallas, TX! This Nurse Case Manager role involves coordinating care for injured workers, ensuring effective communication between medical providers, employees, and employers. How You Will Contribute: * Communicate with Medical Provider(s), Employee(s) and the Employer(s) * Conducting In person visits with Injured Workers at Medical office or Hospital * Assist in establishing a Plan of Care for Employees within the bounds of WC Law and/or Benefit Plans * Immediate involvement in catastrophic cases (Telephonic) * Document activity/progress notes into CrossPoint's system * Manage and assist with assignments with Independent Nurses/Vendor Partners on selected cases Licenses and Certifications: * Nurses license * CCM designation (certification in Case Management) (preferred) Skills & Experience to Be Successful: * Occupational injury background (preferred) * 3 or more years of experience in a similar position * Exceptional telephone demeanor * Ability to maintain a high level of confidentiality About Us: Bridge Specialty Group creates a more seamless way to connect the varying needs of our retail partners with the market clout and talents of our wholesale entities. Our more than 25 niche-focused brands reflect our deep experience and specialization in construction, general casualty, environmental liability, professional liability, health care, public entity, workers' comp, property and personal lines. With more than 50 locations and more than 2,000 team members throughout the United States and Europe, Bridge has access to more than 200 standard and excess & surplus lines carriers that support our $7+ billion premium book. Our focus is on bringing the power of collective size and specialty to the wholesale brokerage marketplace. Bridge Specialty Group - aligning risk with greater reach. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: * Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance * Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement * Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services * Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".

The Property Underwriter will manage a property renewal book while also producing new business. The position will primarily be focused on underwriting mono-line property opportunities. However, the underwriter will be charged with cross selling and uncovering other lines of business for others within Commercial Insurance. The Property Underwriter must develop book growth, maintain superior relationships, and implement effective and profitable pricing rate strategies. Underwriting will include marketing and servicing accounts based on Chubb guidelines. The Property Underwriter will have accountability for the financial performance of the property book of business, achieving growth for the assigned branch, region, and territory. They will identify opportunities for growth within new and existing production sources, identify cross sell opportunities, conduct agency planning/goal setting including monitoring of progress and make regular broker and insured visits. Key Responsibilities: Underwrite and assess property insurance risks for middle market accounts. Analyze submissions, evaluate risk exposures, and determine appropriate coverage and pricing. Collaborate with brokers to develop customized insurance solutions that meet client needs. Maintain strong relationships with brokers and clients, providing exceptional service and support. Stay current on market trends, regulatory changes, and emerging risks to inform underwriting decisions. Mentor and support junior underwriters, sharing knowledge and best practices. Contribute to the development of underwriting guidelines and strategies to enhance profitability and growth. Bachelor's degree in Finance, Business, Risk Management, or a related field. 1- 3 years of experience in property underwriting, preferably in the wholesale or middle market sector. Strong knowledge of property insurance products, coverage options, and underwriting principles. Excellent analytical skills with the ability to assess complex risks and make sound decisions. Exceptional communication and interpersonal skills, with a proven ability to build relationships. Proficiency in underwriting software and Microsoft Office Suite. Ability to work independently and as part of a team in a fast-paced environment.

About HUB: HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 600 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity. General Description (SUMMARY, Scope, Purpose): The Personal Lines Account Associate is responsible for assisting Personal Lines Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies and procedures of the Company. Essential Duties & Responsibilities: The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload. Prepares invoices, transmittals, ID cards, binders and cancellation forms as required Reviews and processes change requests in the agency management system and confirms completeness and accuracy Sets- up and maintains new and renewal client files Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager or Producer Provides quality customer service to clients, team members, and carriers Prepares policies for delivery to clients including generating proposals and annual reviews for renewals and new business Communicates with company personnel regarding the client's needs and/or issues Maintains an accurate suspense system on all items that require a response Fields phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc. Maintains complete customer files Responsible for scanning communications and documents Input/maintain data on account management system and ancillary systems as required Provide mail room and switchboard support, when needed Other reasonable duties as assigned by your supervisor and overall support of the Account Manager and Producer Qualifications: Insurance industry experience preferred Property & Causality Insurance license required (or obtained within the first 90 days of employment). Exceptional customer service skills Excellent organizational, interpersonal, communication skills Proven ability of working in a successful team environment Strong data entry skills Ability to exercise independent judgment Proficient in Microsoft Word, Excel, Outlook, and internet utilization Applied Agency Management System experience preferred but not required Your Future with HUB: Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. By joining HUB you will become part of a rapidly growing company that offers significant opportunity for advancement. Our Vision: To be everywhere risk exists - today and tomorrow. Helping protect what matters most. Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities. Our Core Values: Entrepreneurship: We encourage innovation and educated risk-taking. Integrity: We do the right thing every time. Teamwork: We work together to maximize results. Accountability: We measure and take responsibility for outcomes. Service: We serve customers, communities and colleagues If you value what we value, and like the perks along the way - Apply TODAY! Department Account Management & ServiceRequired Experience: 1-2 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.

Are you ready to make a meaningful impact in the world of workers' compensation? Join ESIS, a leader in risk management and insurance services, where your skills and talents can help us create safer workplaces and support employees during their times of need. At ESIS, we're dedicated to providing exceptional service and innovative solutions, and we're looking for passionate individuals to be part of our dynamic team. If you're eager to advance your career in a collaborative environment that values integrity and growth, explore our exciting workers' compensation roles today and discover how you can contribute to a brighter future for employees everywhere! MAJOR DUTIES & RESPONSIBILITIES: The ESIS Claim Representative, under the direction of the Claims Team Leader, investigates and settles claims promptly, equitably and within established best practices guidelines. Duties may include but are not limited to: Claims Management: Investigate, evaluate, and manage workers' compensation claims from inception to resolution, ensuring compliance with applicable laws, regulations, and company policies. Communication: Serve as the primary point of contact for injured workers, employers, medical providers, and other stakeholders, providing clear and professional communication throughout the claims process. Investigation: Conduct thorough investigations of claims, including gathering statements, reviewing medical records, and analyzing accident reports to determine compensability and liability. Decision-Making: Make timely and accurate decisions regarding claim acceptance, denial, or settlement based on the facts of the case and applicable laws. Documentation: Maintain detailed and organized claim files, documenting all activities, communications, and decisions in the claims management system. Cost Control: Monitor and manage claim costs, including medical expenses, indemnity payments, and legal fees, while ensuring appropriate reserves are established and maintained. Compliance: Ensure adherence to state-specific workers' compensation laws, regulations, and reporting requirements. Customer Service: Provide exceptional service to clients by addressing inquiries, resolving issues, and delivering timely updates on claim status. Collaboration: Work closely with internal teams, including legal, medical, and risk management professionals, to achieve optimal claim outcomes. Experience: Minimum of 2-3 years of experience handling workers' compensation claims; prior experience with ESIS or similar third-party administrators is a plus. Licensing: Knowledge of California Workers Compensation and active adjuster license or ability to obtain licensure within a specified timeframe. Skills: Strong analytical and problem-solving abilities. Excellent verbal and written communication skills. Proficiency in claims management systems and Microsoft Office Suite. Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Knowledge: Familiarity with California workers' compensation laws, medical terminology, and claim handling best practices. An applicable resident or designated home state adjuster's license is required for ESIS Field Claims Adjusters. Adjusters that do not fulfill the license requirements will not meet ESIS's employment requirements for handling claims. ESIS supports independent self-study time and will allow up to 4 months to pass the adjuster licensing exam. The pay range for the role is $60,700 to $93,000. 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. ESIS, a Chubb company, provides claim and risk management services to a wide variety of commercial clients. ESIS' innovative best-in-class approach to program design, integration, and achievement of results aligns with the needs and expectations of our clients' unique risk management needs. With more than 70 years of experience, and offerings in both the U.S. and globally, ESIS provides one of the industry's broadest selections of risk management solutions covering both pre- and post-loss services.

We are a unique global organization with a culture of individuals passionately committed to our respective crafts. With underwriting at our core, each of us contributes to providing the best insurance coverage and service to our clients. Working together, we are one Chubb. Our highly collaborative, inclusive nature helps us drive better business outcomes through diversity of background, experiences, insights and values. We approach problems with a can-do attitude and are committed to developing deep relationships - all while moving quickly to meet client needs. The A&H Affinity Business Development Manager will play a critical role in developing and executing sales strategies to achieve revenue goals and drive market expansion within the Southwest region. Affinity Solutions offers a portfolio of AD&D, supplemental health, MedGap, travel and specialty insurance products on blanket, voluntary and embedded basis. We offer Blanket and Voluntary products marketed to a) Employer groups and their Employees; b) Affinity groups such as associations, financial institutions, and other membership-based groups; and c) Direct Marketing through large distribution partnerships to accountholders of financial institutions and other membership-based groups. This position involves collaborating with the underwriting team and manager, nurturing internal and external stakeholder relationships, and identifying growth opportunities. The ideal candidate will be a strategic thinker with a proven track record in sales and a deep understanding of the insurance industry. Job Description: Responsible for generating new business leads, building relationships, and promoting A&H Affinity insurance products and services in partnership with National Affinity Manager, implementation and underwriting team. Develop and implement strategic sales and distribution plans to achieve sales targets, maximize revenue, build robust and adequate pipeline to achieve plan and expand our market presence in the A&H marketplace and across Chubb clients. Identifying cross selling opportunities within Affinity and various Chubb business units. Enhance current partnerships to maximize customer loyalty and ongoing business development opportunities. Leverage internal and external Association database to develop and expand our presence in this space. Work closely with internal broker relationship managers to raise awareness of Affinity with global, national and regional strategic brokers. Focus on achieving sales goals through execution of established KPIs, including but not limited to, scheduling and conducting calls and virtual meetings, diligent follow-up, sales and product training. Continue to develop and identify new MedGap distribution partners based on strategic growth and market expansion initiatives. Compile multiple data sources (Finance, Sales Tracker) to develop, manage and update sales analysis including: Dashboards of sales KPIs (sales, revenue, activity, pipeline). Regular and routine reporting on pipeline, target progression and sales metrics. Identify new market opportunities, emerging trends, and potential clients to develop effective sales strategies and enhance our competitive edge. Build and maintain strong relationships with key stakeholders, including clients, brokers, and insurance partners, to foster mutual trust and ensure successful collaborations. Coordinate with Underwriting to develop and communicate client proposals, negotiating terms, and closing high-value contracts, ensuring timely communication. Collaborate with other departments, such as Underwriting, Claims, Regional Distribution and Marketing, to ensure seamless communication and alignment of business objectives, leveraging cross-functional resources to achieve sales targets. Stay updated with industry trends, competitor activities, and regulatory changes affecting the insurance space, and share related insights with the team to further strengthen our market position. Prepare and present strategic sales reports, forecasts, and budgets to senior management, highlighting areas for improvement, growth potential, and sales performance metrics. Continuously evaluate and improve sales processes, tools, and systems to streamline operations, enhance productivity, and maximize overall efficiency. Uphold the company's values and ethical standards, ensuring compliance with all relevant laws, regulations, and policies governing insurance sales operations. Build a positive and motivating work environment that encourages teamwork, innovation, and a customer-centric approach within the sales team. Bachelor's degree in Business Administration, Sales, or a related field. Proven track record of successful sales activity in the insurance industry, with a minimum of 7 years of relevant sales experience. Strong knowledge of insurance products, services, and market trends, including a comprehensive understanding of underwriting and claims processes. Demonstrated ability to develop and execute successful sales strategies, achieve revenue targets, and drive business growth. Excellent communication, negotiation, and interpersonal skills, with the ability to build relationships and influence stakeholders at all levels. Analytical mindset, with the capability to interpret data, identify trends, and make informed decisions to drive sales performance. Proactive and highly organized, with the ability to prioritize multiple initiatives and meet deadlines in a fast-paced, deadline-driven environment. Existing network and contacts within the insurance industry is highly desirable. Proficiency in relevant sales software and Microsoft Office Suite. Up to 40% of Travel required.

We are looking for a strategic and dynamic leader to partner with the Commercial Manager and distribution network. The role will lead a regional Financial Institutions book of business for the Southwest Region across a team of underwriters. Responsibilities: Responsible for the profit, growth and fostering of internal and external relationships of a financial institutions property and casualty book within assigned territory/branch. Directly accountable for the middle market P&C branch underwriting operation and results, including driving new business production and retention efforts for all FPC lines of business which are managed locally or at an underwriting center. This is a player coach role, and the Team Lead is expected to handle a book. This Team Lead is responsible for hiring, retention, performance management, compensation and technical training and coaching and development for multiline underwriting staff. The lead is also responsible for advancing the sales and marketing expertise of the regional FPC team. Specific responsibilities include: * P&L - Accountability (premium, profitability, growth, retention, and expense plans/results) for middle market P&C business serviced within assigned branch(es). * Portfolio Management/LOB - Direct profit and loss responsibility for field (middle market) business; coordination, agency management, and production responsibility across FPC product portfolio. * Underwriting Strategy Execution - Manages execution of new middle market underwriting and renewal underwriting strategy for assigned branch(es) * 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. * Quality Assurance - Monitors underwriting quality. * Marketplace Focus - Develop opportunities particular to the marketplace and provide customized approaches on market conditions and agency needs. * Marketing Strategy and Execution - Works closely with Field Operations and CI Manager on development and execution of marketing strategy and coordinates marketing and production activities within assigned branch(es) for entire portfolio of CIS business. * Working with professional lines to strengthen core product offering while driving retention and growth. * Business Development - Directs business development activities and provides guidance for implementing sales and/or product launches. * 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. * Budget and Expense Administration - Ensures effective FPC expense administration to fit budget plan. * 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 Underwriters 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. * 5-7 years underwriting P&C business * The ideal candidate will have demonstrated success in production, influence management and strong technical aptitude within the Financial Institutions space. Candidate should possess strong knowledge of CI P&C products, underwriting, marketing and the competitive environment. In addition, qualified candidates will demonstrate knowledge, skills and abilities in revenue generation, staff leadership, and producer management as well as exhibited competencies in communicating, collaborating and executing strategy for all products and segments. It is essential to have a well-established track record of overseeing a profitable book of business, complex agency distribution, and a high level of underwriting expertise. * Strong presentation skills and effective communication of strategies, goals and plans for the Commercial Insurance Specialty * Influence management and proven ability to balance multiple stakeholder perspectives to achieve business goals Competencies: * Understanding of middle market P&C 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

About Us: HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity. The HUB International summer internship program exposes students to the vast career opportunities within the growing insurance brokerage industry. Working with our Commercial Lines or Personal Lines teams, you will learn about our business through on-the-job training, working with HUB team members to gain experience in what it's like to work in this dynamic career field. If you are team oriented, service minded and enjoy working with people in a challenging, fast paced environment, this is a terrific opportunity for you! Come join us for the summer and be part of HUB International's successful and growing team. What You Can Expect During Your Internship Our Summer Interns will be introduced to the world of insurance and will actively engage in a variety of tasks/projects within the Client Service arenas. Interns will learn about the: * Clients we serve and the vast industries they represent. * The types of insurance we provide with a focus on our Commercial, Personal or Employee Benefits lines of business. * Insurance carriers with whom we partner. * Basic laws/regulations governing our business and how we ensure compliance. * How we set and execute client strategies. Qualifications * Preferred areas of study include, but are not limited to, Risk Management & Insurance, Business Management, Finance, * Students in their Junior year of college, set to graduate in 2027, or December 2026. * Proficient in Microsoft Office Suite, and Outlook. * Strong verbal and written communication skills. * Ability to prioritize effectively. * Self-directed and a willingness to work independently at times. * Desire and willingness to learn about the insurance industry. * A positive attitude that embraces teamwork and learning. Department Account Management & Service Required Experience: Less than 1 year of relevant experience Required Travel: No Travel Required Required Education: Some college (no degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

About HUB International HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 600 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity. Purpose of Position: The Employee Benefits Marketing Assistant supports Account Executives and Account Managers in the marketing, sale, and administration of group products. Essential Functions: Prepare requests for proposal (RFPs). Prepare client proposals for current clients and prospects utilizing word-processing, database, vendor information and spreadsheets. Must have working knowledge of all lines of Group Benefits products in order to review and prepare proposals. Maintain current and accurate prospect, client, and vendor database and hard files. Communicate case status with Producer, Employee Benefit Specialist(s), Account Manager(s), Administrative Assistant(s) and Clients. Assure sold business cases are completed and filed. Resolve Client questions and problems in absence of Producer. Remain current on new products and marketing concepts. Attend continuing education courses and miscellaneous seminars to obtain and/or maintain Group I license. Assist with implementation of new policies, services. Review new business paperwork and work with prospect and client as required; obtaining signatures, policy/contract delivery and problem resolution. Assist with managing eligibility Experience / Educational Requirements: Bachelor's degree preferred Preferred knowledge of proposal software packages, group life and health insurance products, formal presentation packages, death benefits, life insurance application processing and policy servicing. Group I Life & Health Insurance license required (or obtained within 90 days of employment). Skill and Quality Requirements: Word-processing Software (Word) Spreadsheet (Excel) PowerPoint Presentations General office equipment including copier, fax, 10-key calculator, binder and phone. Spreadsheet development (simple formulas). Proposal software installation and utilization. Proposal preparation (utilizing word-processor and/or computerized presentation packages). Excellent interpersonal and communication skills (oral, written and presentation): Formal presentation preparation skills. Ability to speak with clients with poise, voice control, and confidence, using correct English and well-modulated voice. Ability to prepare business letters, memos, summaries and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style. Passion for customer service and working in team-based environment Decision making ability; use independent thinking as needed. Must be attentive to detail and produce accurate work. Must be dependable and flexible in changing priorities with the ability to handle multiple tasks. #LI-KP1 Department Account Management & ServiceRequired Experience: 1-2 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.

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.

**GENERAL DESCRIPTION (Summary, Scope, Purpose)** The Account Executive will provide professional account management and brokerage services to assigned service clients focusing on Client Initiatives and Client Experience delivery across all HUB Financial Services (HFS) channels. They work with Producers (Client Executives/Sales), Product Support Techs., and internal Operations Leaders managing and maintaining client relationships, along with driving program initiatives. This role is responsible for proactive consultation with appropriate decision makers at assigned clients, insurance and tracking program design, conducting regular program reviews, coordination of risk and control resources, oversight of financial performance, and negotiation of coverage and contractual terms and conditions. The Account Executive will interface with Account Managers (AMs) directly for assigned accounts, involving assigned individuals appropriately in service-related activities in support of client needs. In general, issues related to program management, relationship management, coverage applicability, exposure evaluation, contractual requirements, and program design and execution fall within the domain of the Program Executive. **About HUB** : HUB Financial Services stands out as an industry leader in effectively managing lending risk associated with loan-level collateral for financial institutions. Whether you're dealing with real estate owned (************************************************************************************ , residential real estate, commercial real estate, auto, watercraft, RV, powersport, or equipment portfolios, our outsourced insurance tracking (********************************************************************************** , blanket (********************************************************************************** , and impairment programs (********************************************************************************** are designed to address lending risk comprehensively. Our commitment to tailoring solutions means we create a unique strategy for each client and portfolio. **Why Choose HUB?** Throughout our network of more than 500 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 providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Work alongside account Producers, AMs, and internal leaders to serve as HFS' executive level contact and broker-consultant for their respective client(s), retaining the account. + When a Producer is part of the client relationship, ensure they are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship. + Establish and maintain strong and productive professional relationships with "C-Level" and other senior decision makers for assigned HFS client(s). + Possess detailed knowledge of the client's business and industry, being able to articulate applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions. + Partner with HFS internal operations and their leaders to ensure that quality and service expectations are being met/delivered. This may include but is not limited to, performing process audits, assisting with various training efforts, and providing necessary feedback to appropriate parties. + Maintain a working knowledge of the applicable and relevant regulatory and market environments. + Possess a strong understanding of each carrier's products and services in support of assigned client(s). + Directly oversee and coordinate the delivery of all HFS services to assigned client(s) throughout the program lifecycles, including maintaining knowledge and an understanding of all ongoing client projects, initiatives, and issues. + Regularly partner with internal HFS leaders to evaluate client(s) financial performance/viability, consulting on proposed or required policy changes, and leading master service agreement conversations as needed. + Work cooperatively and professionally with AM and Account Liaison colleagues to deliver HFS services as described, using the interface as an opportunity to teach, train, and mentor AM and Liaison team members. Provide input and feedback to appropriate internal business partners as any performance concerns are identified. + Ensure that all Client Service needs are promptly and professionally delivered, either directly or via HFS colleagues (e.g., AMs, Liaisons, Operations, Client Communications, etc.). The PE is accountable for the competence, timeliness, and quality of all deliverables to the client(s). + Schedule and conduct regular program review meetings with client(s) to communicate trends and implications, financials, and discuss ongoing projects and initiatives. When applicable, articulate coverage and loss control recommendations focused on reducing the client's total cost of risk. + Manage and lead HFS' annual Critical Path assessment for applicable client(s). + Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for client needs, initiating same. At all times, be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers and who those providers are. + Work with the Producer, if assigned, or be primarily responsible for maintaining current receivable status for assigned clients. Proactive efforts to collect receivables more than 30 days past-due should be undertaken, with each unresolved circumstance documented and reported to appropriate internal business partners. + Possess and maintain a working knowledge of various HUB resources. + Be knowledgeable about and comply with HUB systems, procedures, and state/federal insurance regulations as related to assigned clients. + Possess a strong ability to effectively communicate, verbally and in writing, which will include the ability to design and deliver effective group presentations using various media. This may range from conducting internal training to a sales or renewal presentation at a client's office. + Other duties may be assigned as needs arise. The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload. **MINIMUM KNOWLEDGE, SKILLS AND ABILITIES:** + BA or BS degree preferred + 5+ years of client-facing service delivery, with front-line and mid-level client contacts + 2+ years P&C Insurance Experience + Exceptional written and verbal communication skills + Proficiency with Microsoft Office Suite and PowerPoint programs + Dynamic, detail-oriented, self-starter + Strong leadership, mentoring, and team-building skills + Significant skill in handling competing demands and projects + Excellent organizational skills and ability to prioritize and delegate responsibility + Willingness to travel **LICENSING OR CERTIFICATION REQUIREMENTS** + None required **BENEFITS** + HSA and PPO Medical plans available through BlueCross BlueShield of Illinois (BSBCSIL) + FSA available + Dental plans through BCBSIL + Vision insurance through VSP + Employer paid Short Term Disability + 5 Weeks of Paid Parental Leave + Employer paid Life Insurance - 2x your salary + 401k -Company matching + 10 paid Holidays + Floating Holidays and Personal days + Accrue Vacation and Sick time from day 1 + Tuition Reimbursement _All full-time employees working 30+ hours a week are eligible for benefits. Benefits are effective the first of the month, following their first 30 days._ **PHYSICAL DEMANDS** **Work Location:** 8222 N Belt Line Rd, Irving TX 75063 **Schedule:** Monday-Friday 8:00am-5:00pm CT with an hour lunch. **Working Conditions:** + A shared office environment with moderate noise levels (e.g., phone conversations, typing) + Frequent use of computer monitors, keyboard, and mouse + Extended viewing of multiple screens for seven or more hours a day. + Extended periods of sitting. **YOU WILL NEED** + A safe home office or quiet workspace with high speed and reliable internet connectivity All duties and responsibilities outlined in this position are considered essential job functions, and reasonable accommodations will be made to enable individuals with disabilities to perform them. The requirements listed represent the minimum knowledge, skills, and abilities necessary to perform the job proficiently. This description is not exhaustive, and employees may be required to perform other job-related duties as assigned by their supervisor, subject to reasonable accommodation. To perform this job successfully, the incumbent must meet the qualifications and perform each essential duty satisfactorily. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, or local law. If the position requires licensing or certification, the incumbent must maintain compliance with all continuing education and other requirements. Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program (**************************************** We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team ********************************** . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

**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. 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