HUB International jobs in Miami, FL - 59 jobs

HUB International Limited (“HUB”) is the one of the largest global insurance and employee benefits brokers, 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 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability Options Comprehensive Wellness Program Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off Great work/life balance because that's important for all of us! Focus on creating a meaningful environment through employee engagement events. The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! Growth potential - HUB is constantly growing and so can your career! A rewarding career that helps local businesses in the community Strong community support and involvement through HUB Gives ESSENTIAL DUTIES AND RESPONSIBILITIES: Review all newly reported automobile liability claims for designated clients and establish an early plan of action focused on exposure evaluation and resolution strategy. Actively monitor and engage claim examiners and supervisory staff on APD and ABI files, providing recommendations and position support related to: Liability assessment Injury evaluation and settlement posture Property damage handling and valuation Reserve accuracy and development Manage claim activity across a dynamic, multi-file workload, identifying trends, escalation points, and opportunities to improve financial outcomes. Participate in and facilitate client and carrier claim review meetings to assess: Injury severity and treatment patterns Causation considerations Comparative negligence factors Litigation and pre-litigation exposure Advocate for appropriate reserving and timely claim resolution aligned with client objectives. Provide clear and concise claim status reporting to clients and internal leadership. Assist with claim escalation and strategy discussions as matters progress. Track handling responsiveness, file movement, and adherence to agreed service standards. Perform additional duties as assigned. REQUIREMENTS: 2+ years of demonstrated experience handling automobile claims, including: Automobile Property Damage (APD) Automobile Bodily Injury (ABI) Proven ability to manage multiple active files concurrently in a time-sensitive environment. Experience working attorney-involved claims and participating in pre-suit negotiations. Working knowledge of claim reserving practices and loss evaluation. Ability to review and analyze medical records, treatment narratives, and injury documentation. Strong communication skills and confidence engaging claim professionals at varying levels. Proficiency in Microsoft Word, Excel, and PowerPoint. Bachelor's Degree and/or professional designation (AIC, AU, CPCU, etc.) preferred but not required. Bilingual (English / Spanish) a plus. Department Claims ManagementRequired Experience: 2-5 years of relevant experience Required Travel: NegligibleRequired Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

About Us: Insight Service Group (ISG) is a national investigative services firm specializing in cost containment and anti-fraud related services. We are dedicated to maintaining the highest standards of integrity and transparency within our operations. Our Special Investigations Unit (SIU) plays a vital role in identifying and mitigating risks associated with fraud and misconduct. SIU Investigator Job Description: We are seeking a meticulous and experienced SIU Investigator to join our team. The ideal candidate will be responsible for conducting comprehensive investigations into potential fraud and misconduct. This role involves a variety of investigative tasks aimed at gathering evidence and supporting our commitment to ethical practices. Key Responsibilities as an SIU Investigator: Conduct scene recreations to analyze incidents thoroughly. Assess and document intersection light sequences relevant to investigations. Obtain both recorded and written statements from witnesses, claimants, and involved parties. Retrieve necessary documents and materials to support investigations. Procure notarized affidavits to enhance the credibility of evidence. Perform wellness checks to ensure the safety and well-being of individuals involved. Conduct unannounced visits as part of investigative protocols. Engage in neighborhood and witness canvassing to gather additional information. Compile detailed reports that include time-stamped photos and/or videos to support findings. Qualifications SIU Investigators must have the following qualifications: Insurance Experience, Worker's Compensation, Auto, Liability, or similar SIU / Surveillance experience. A reliable vehicle, computer, and cell phone. A digital video camera with date and time stamp capability Be proficient in web-based systems, and ability to write detailed reports. Ability and willingness to travel as necessary. Ability to work independently and complete cases successfully with little supervision We are hiring employees not subcontractors. ***Current Florida Class C Private Investigator License Required*** Florida Agency License #A2900064

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 has an exciting opportunity available for an Employee Benefits Account Executive for our team in Miami, FL! The Employee Benefits Account Executive will work closely with clients and producers to service new and existing accounts to achieve Agency sales goals and service standards. On accounts with no assigned producer, the expectation is that of a Producer. This individual is responsible for securing the retention of specifically assigned Employee Benefits accounts, via both internal and external renewal responsibilities. WHAT YOU'LL DO: Manage and retain existing book of business and pursue new opportunities for the book, where appropriate, including specific business plan for growth Spend approximately 50 to 60% of the time outside with customers and new business opportunities Provide customer relations with all levels of client's decision-makers as well as the day-to-day technical client representatives Follow-up to address customer needs and resolve any problems or issues Develop and oversee customer service plans for each client and understand the needs of the customer Prepare customer renewals and new business strategies, including proposals and presentations while ensuring agreement with customer's requests/requirements Negotiate with company underwriters Schedule and or conduct open enrollment meetings as well as any other group events such as Health Fairs Correspond with markets and clients, accompanying producers or going alone on customer visits, as necessary Remain current on industry trends and information, new product development, legislation, coverage and technology WHAT YOU'LL NEED: Four years of insurance experience Proficient with MS Office Suite Exceptional telephone demeanor Life and Health License or obtaining it within 3 months maximum WHAT WE OFFER: Excellent growth and advancement opportunities Competitive pay based on experience DTO - Time Off Generous benefits package: health, dental, vision, 401(k), and many additional benefits Employee Stock Purchase Plan We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Service Leader to join our growing team in Fort Lauderdale, FL. The Service Operations Leader provides overall oversight of the Service operational functions, leads the Service team, manages a book of business, and supports the Benefits Leader on department projects and initiatives. The Service Team Leader is also responsible for maintaining, updating, and delivering ongoing procedural training. The individual must possess a strong working knowledge of health insurance processes, compliance, and markets. How You Will Contribute Lead a team consisting of 1-15 operations teammates. Develop and maintain operational workflows, procedures, controls and training for the Service Operations Team Lead interviewing and hiring, developing teammates, delivering performance feedback, and teammate exits Serve as final escalation contact for all operations matters Oversee, adapt, and modify core deliverables and projects to keep in line with industry trends, with overall goal of increasing client understanding Monitor teammate work allocation Partner with Marketing teammates to provide insight and recommendations in overall marketing strategies Provide recommendations to clients on employee benefits program Explain work products internally to teammates and externally to clients as needed Oversee and develop training and cross training of new hires and BIT staff on the Operations Service team's function, responsibilities, and subject matter Manage a book of business consisting of assigned clients' employee benefits programs Drive day-to-day client relationships Licensure and Certifications Florida 2-15 required Skills and Experience to be Successful: Bachelor's degree or equivalent experience 5 - 7 years of experience in operational oversight, human resources, insurance, healthcare or related field 5 - 7 years of experience with health insurance and healthcare compliance 3 - 5 years of experience managing a team 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 - Overland Park, AM - Dallas, AM - Chicago, AM - Houston, AM - Kansas Virtual Office, AM - Texas Virtual Office, AM - Wisconsin Virtual Office, AM - Florida 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 Technical Assistant to join our growing team in Fort Lauderdale, FL! The Technical Assistant will work closely with the Commercial Account Manager, Commercial Producers and Commercial Lines Marketing Representatives to service new and existing accounts to achieve Agency sales goals and service standards. How You Will Contribute: * Build and maintain strong customer relationships to support account retention and client satisfaction. * Collect updated client information annually to assist with policy renewals and marketing efforts. * Provide day-to-day client service including handling endorsements, cancellations, certificates, and other policy changes. * Assist in analyzing client exposures and recommending appropriate coverage adjustments. * Review and verify the accuracy of policies, endorsements, quotes, and audits provided by carriers. * Prepare and compile marketing and underwriting data such as loss runs and MVRs. * Gain and apply knowledge of Commercial Lines procedures, carrier systems, underwriting guidelines, and agency automation tools. * Issue key documents including binders, certificates of insurance, ID cards, and invoices. * Collaborate with account managers to resolve service issues and discrepancies, such as omitted items and commissions. * Maintain attendance, follow agency procedures, and engage in ongoing professional development. Licenses and Certifications: * 440 or 220 License (preferred) (must be obtained within a year of employment) Skills & Experience to Be Successful: * High School Degree required. * At least two years of insurance experience (preferred) * Completion and evidence of skills as outlined by Commercial Management. 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".

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 Personal Lines Producer to join our growing team in Doral, FL. The Personal Lines Producer is responsible for managing and growing an existing book of business by developing customer relationships, pursuing new opportunities, and creating a business plan for growth. The Personal Lines Producer will work closely with clients, coordinating internal resources, preparing proposals, and staying current on industry trends, all while ensuring high levels of customer service and motivating team members to meet agency goals. How You Will Contribute: Manage and retain existing book of business and pursue new opportunities for the book, where appropriate, including a specific business plan for growth. Spend approximately 50-60% of the time outside with the customers and new business opportunities. Provide customer relations with all levels of client's decision-makers as well as the day-to-day technical client representatives. Follow up to address customer needs and resolve their problems/issues. Ensure the proper resources from within the organization are involved with the customer and introduce new products through the other core business groups where appropriate. Develop and oversee customer service plans for each client and understand the needs of the customer. Document sales, prospecting information into the sales management database. Prepare customer renewal and new business strategy including proposals and presentations and ensure they agree with customer's requests/requirements. Present proposal to customer ensuring appropriate team members and resources is represented/attend. Remain up to date with current market conditions and the status of competition. Licenses and Certifications: Valid Producer license in good standing. Skills & Experience to Be Successful: Proficient with MS Office Suite. Ability to independently visit clients, prospects, and make related calls to others approximately 75% of the time. Ability to travel for industry and carrier events approximately 10% of the time. Exceptional communication skills. Strong sales skills. Ability to maintain a high-level of confidentiality. This position requires routine travel which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position. 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”.

Field Property Adjuster, Ft. Lauderdale, FL Scope We are currently looking for a Senior Claims Specialist to handle property claims in the West Palm, Florida area. Responsibilities * Complete onsite inspection of properties to include investigating facts, evaluating damages and writing estimates * 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 more file 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 as needed to include working overtime 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. Qualifications * Full knowledge of personal and commercial insurance contracts, investigation techniques, legal requirements, and insurance regulations a plus. Experience in commercial claims handling would be preferred * Symbility or similar estimating platform experience required * An aptitude for evaluating, analyzing, and interpreting information * Excellent verbal and written communication skills * Innovative thinker with ability to multi-task * Strong customer service skills * Working knowledge in 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 company mission * 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's Risk Solutions team, formerly known as Beecher Carlson, is looking for an Account Manager to join the team in Nashville, TN; Atlanta, GA; or Miami, FL. The Account Manager will retain and grow business by managing complex client relationships, supporting new business development and retention initiatives, and ensuring client satisfaction through strategic service delivery. Responsibilites include but are not limited to: Responsibilities: * Assist clients in understanding their policies/coverages and determining their needs. * Communicate with existing clients to ensure quality service is being delivered. * Responds to client requests and questions within ability/knowledge. * Gather and analyze exposure and loss information. * Assist in preparing proposals, graphs, and service plans for clients. * Support Account Executives/Senior Brokers in marketing, including preparing all necessary applications and data. * Manage daily transactions for an assigned book of business, e.g., audits, adjustments (retros, collateral, alternative funding, etc.), endorsement requests, coverage analysis, open items, etc. * Contract review as needed * Support Account Executive/Senior Broker(s) with renewal process * Establishing timeline * Managing renewal strategy report preparation * Gathering renewal exposures * Reviewing carrier quotes for accuracy * Managing client proposal preparation (participate in presentation as needed) * Managing post-binding process (insurance summary preparation, stack charts, coordination, critical service outputs, i.e., certificates of insurance, etc.) * Invoicing (renewal placements, brokerage fee, special projects, etc.) * Market certain lines of coverage as determined by the Account Executive/Senior Broker(s) * Maintain an appropriate level of confidentiality * Follow company policies and procedures * Pass state licensing exam and maintain licensing annually * Other duties as assigned Qualifications: * Bachelor's degree including but not limited to Business and/or Risk Management, and/or 5-8 years of related insurance experience. * Must have or be able to obtain the appropriate state brokers licenses. * Ability to establish work priorities and manage time effectively. * Ability to use initiative and good judgment in accomplishing tasks with minimal errors/Must possess critical thinking skills. * Establish and maintain effective work relationships and to function in a team environment. * Excellent interpersonal and customer service skills. * Ability to lead/command client and/or market discussions. * Good listening skills. * Proficiency in use of personal computers, including data entry, word processing and spreadsheet applications. Proficient with Microsoft PowerPoint, Word and Excel. Compensation & Perks: * Excellent growth and advancement opportunities * Competitive pay based on experience * Discretionary time off * Generous benefits package: health, dental, vision, etc. * Employee Stock Program * Education Assistance Program - tuition reimbursement, student loan repayment assistance, etc. 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".

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 Experienced Employee Benefits Sales Producer to join our growing team in Ft. Lauderdale, FL! The Benefits Consultant is responsible for generating and retaining business by developing sales strategies, securing new and renewal accounts, cross-selling policies, supporting client service operations, and presenting tailored insurance solutions to meet client needs. How You Will Contribute: The main duty and responsibility of the insurance producer is to find, develop, propose, and bind new business. The second responsibility is to renew existing clients every year Ability to cross sell corporate client's property & casualty and personal insurance policies To assist office staff in collection of required coverage information and collection of necessary deposit and renewal premiums Develop and execute an outside sales strategy Produce new accounts and service and retain existing accounts Obtain prospects and actively pursue and create interest by making telephone calls, writing letters, or conducting personal visits Analyze prospect's needs and current insurance programs and find opportunities to strengthen their risk management structure Prepare marketing strategy information and market the account to insurance carriers Present carrier proposals to prospect Licenses and Certifications: 2-15 Life & Health Licensed or ability to obtain it within 90 days Valid Driver's License - This position requires routine or periodic travel which may require the team members to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position. Skills & Experience to Be Successful: 3+ years' Experience as an Employee Benefits Producer Proven Sales Track Record Strong knowledge of employee benefits and policies, and the ability to understand the needs and requirements of the clients, from a strategic view as well as tactical view Strong Interpersonal skills Capable of maintaining long-term relationships with clients 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”.

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 Senior Benefits Analyst to join our growing team in Ft. Lauderdale, FL! The Senior Benefits Analyst supports our producers and service teams by managing all aspects of the marketing and renewal process for employer health and welfare benefit programs. The ideal candidate has strong analytical and communication skills, understands the group benefits marketplace, and thrives in a deadline-driven environment. How You Will Contribute: Coordinate with producers, service teammates, and carrier partners to deliver competitive employee benefits solutions for employer and public sector clients. Manage a book of business, ensuring accuracy, compliance, and client satisfaction across assigned accounts. Prepare and submit Requests for Proposals (RFPs) to carriers, obtaining quotes and analyzing responses. Review and maintain accurate client data in preparation for marketing and renewals, working collaboratively with the service team. Gather and analyze claims experience data-including monthly reporting, large claims, and pharmacy utilization-in advance of market release. Liaise with carrier partners to resolve outstanding items, evaluate benefit design options, and negotiate pricing and plan terms to best serve client needs. Lead and manage the renewal marketing process from start to finish, ensuring all internal and external timelines are met. Oversee the successful implementation of plan renewals and manage close-out processes. Stay up to date with industry regulations and trends and fulfill all required continuing education to maintain licensure. Licenses and Certifications: 215 Health, Life & Annuities License required Skills & Experience to Be Successful: 3+ years of experience working with Self Insured clients, health insurance carrier, PEO or similar Proficient with MS Office Suite Capable of maintaining long-term relationships with clients Ability to maintain a high level of confidentiality Bachelor's degree or equivalent experience Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

About Us: Insight Service Group (ISG) is a national investigative services firm specializing in cost containment and anti-fraud related services. We provide comprehensive solutions that help our clients mitigate risk and enhance their operational integrity. Job Description: ISG is currently seeking experienced and motivated individuals for Surveillance Investigator positions. The ideal candidate will possess a strong work ethic, be self-motivated, and excel in problem-solving while working as part of a team. Candidates must be able to work independently, demonstrate strong time management, and possess excellent communication skills. Flexibility in scheduling is essential, as hours may include early mornings, weekdays, weekends, and evenings. Key Responsibilities: Conduct thorough investigations related to suspected fraud and misconduct. Perform on-site mobile surveillance, maintaining discretion and professionalism. Remain in the vehicle for extended periods (up to 8 hours or longer) while monitoring subjects. Travel up to 2 hours one way per case as needed. Document findings by writing detailed reports and uploading video evidence. Collaborate with team members and report findings to management. Maintain accurate records and documentation in compliance with company policies. Qualifications Surveillance candidates must have the following qualifications: Insurance Experience, Worker's Compensation, Auto, Liability, or similar SIU / Surveillance experience. A reliable vehicle, computer, and cell phone. A digital video camera with date and time stamp capability Be proficient in web-based systems, and ability to write detailed reports. Ability and willingness to travel as necessary. Ability to work independently and complete cases successfully with little supervision. We are hiring employees not subcontractors. ***Must have Class C Private Investigator License - Class CC not accepted*** Agency: A2900064

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking an Insurance Placement Specialist to join our growing team in Sarasota, FL. The Insurance Placement Specialist is responsible for the successful placement of Commercial Business, conferring with account executives and producers to determine what is required to meet the needs of the commercial client, ensuring the professional quality and proper presentation of our submission to the marketplace. The individual must demonstrate clear knowledge of commercial insurance coverage and standard industry offerings. Must be familiar with the appetites, coverage, programs and guidelines of various Property & Casualty insurance companies. How You Will Contribute Analyze market information in order to develop, design and implement creative strategies for marketing commercial insurance placements. Create Acord and Supplemental applications for all lines of coverage, confirming information from Account Executive/Producer. Submit all lines of coverage to carriers for quotes. Rate online with those carriers that require online rating. Have knowledge and abide by underwriting guidelines and binding authority guidelines of each company. Follow up for missing documents for submissions from Producers. Follow up for quotes. Negotiate with underwriters and brokers to obtain the best terms, conditions and pricing from the marketplace. Create/Prepare Proposals for presentation. Bind coverage and invoice if responsible for the policy. Mail binders and delivery letters to client. Receive policies or download policies from internet and forward to Processing. Handle discrepancies as necessary. Attach all Marketing correspondence in ImageRight. Perform other duties as assigned. Licenses and Certifications: Florida 2-20 license (or must be obtained within 90 days) Skills & Experience to Be Successful Understanding of Commercial Lines coverages. Strong commitment to service for the agency's clients Effective written and verbal communications skills Effective and efficient use of computer and related equipment including Microsoft Office Products (Word, and Excel) Bachelor's degree in Business Administration, Marketing and Communications or equivalent job-related 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”.

HUB International Limited ("HUB") is one of the largest 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 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. **WHAT WE OFFER YOU:** At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: + Competitive salaries and benefits offerings + Medical/dental/vision insurance and voluntary insurance options + Health Savings Account funding + 401k matching program + Company paid Life and Short-Term Disability Plans + Supplemental Life and Long-Term Disability Options + Comprehensive Wellness Program + Paid Parental Leave + Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off + Great work/life balance, because that's important for all of us! + Focus on creating a meaningful environment through employee engagement events + The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! + Growth potential - HUB is constantly growing and so can your career! + A rewarding career that helps local businesses in the community + Strong community support and involvement through HUB Gives **SUMMARY:** The Commercial Lines Account Executive will provide professional, courteous account management and brokerage services to assigned clients. You have the primary responsibility for account strategy, relationship, and retention. In providing the highest level of support to our producers, clients, carrier representatives, underwriters, business partners, and HUB colleagues you will positively impact customer satisfaction and client retention. In addition, your account management expertise will support the organic growth goals of the organization by maintaining and expanding business, which includes account rounding, cross-selling and the development of new business. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Leads all aspects of client service, marketing, and renewal of the book of business + Acquires understanding of clients' business and insurance objectives and critically analyzes and compares insurance plans and HUB services to determine suitability for additional opportunities; assess client risk to ensure not coverage gaps exist + Lead resolution of escalated complex service issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve except when an established claim servicing protocol exists + Manages, organizes, and conducts client meetings in coordination with producer + Assists in the development and execution of client service agreements + Key driver for executing critical path work for clients: Identifies opportunities for cross-sell and up-sell of other HUB products and services where appropriate + Negotiate terms, conditions, and pricing directly with insurance carriers except when centralized placement is the norms + Possess a 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 + Develop strong and productive professional relationships with cognizant insurance carrier marketing, underwriting, and risk control staff, including a detailed familiarity with each carrier's products and services in support of assigned clients + Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle, including stewardship reports, delivery of risk control services, carrier meetings, claims reviews, preparation of coverage outlines, and marketing of emergent and renewal coverage requests + Supports, mentors, and develops more junior account service team members + May travel for client meetings between 25 - 50% of the time. **REQUIREMENTS:** + 5 - 7 years of applicable insurance/agency experience + Experience with influencing C-level executives + Exceptional written and verbal communication skills + Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook) + 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 + Education Requirements + Four-year college degree preferred + Licensing or Certification Requirements + Relevant Insurance licenses per state/regional statutes + Advanced professional designation highly desirable (e.g. AIC, AAI, ARM, CIC, CPCU) Department Account Management & Service Required Experience: 5-7 years of relevant experience Required Travel: Negligible 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.

HUB International Limited ("HUB") is one of the largest 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. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: * Competitive salaries and benefits offerings * Medical/dental/vision insurance and voluntary insurance options * Health Savings Account funding * 401k matching program * Company paid Life and Short-Term Disability Plans * Supplemental Life and Long-Term Disability Options * Comprehensive Wellness Program * Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off * Great work/life balance, because that's important for all of us! * Focus on creating a meaningful environment through employee engagement events * The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! * Growth potential - HUB is constantly growing and so can your career! * A rewarding career that helps local businesses in the community * Strong community support and involvement through HUB Gives SUMMARY: The Employee Benefits Account Manager (AM) services and maintains accounts while providing professional and prompt support to our clients, carrier representatives, vendor partners, and HUB colleagues. The AM also works independently, as well as cooperatively, with Producers and the entire client team to deliver all HUB services to assigned clients throughout the policy cycle. This role plays a key part in positively impacting customer satisfaction and will support the organic growth goals of the organization - whether through account rounding, cross-selling, or support in the development of new business. ESSENTIAL DUTIES AND RESPONSIBILITIES: * While acting as main, day to day point of contact for clients, responds both professionally and promptly to all inquiries. * Supports the Account Executive in executing strategies, facilitating the renewal process, preparing materials/reports, ensuring internal systems are up to date (Benefit Point and BUS) and managing/ coordinating client work across the account team. * Acts as liaison between clients and insurance carriers to resolve any service needs or marketing initiatives, for example eligibility, billing, policy interpretation, and contract review. * Manages, organizes, and conducts client meetings when necessary. * Manage carrier changes with the client and ensures all necessary documentation (paper or electronic) is completed accurately and timely. * Key contributor of the critical path work for clients: Identify opportunities for cross-sell and up-sell of other HUB products and services. * Oversees open enrollment assistance and communications. * Manage new client or new line of coverage implementation. * Stays abreast of changes in the insurance industry and other external conditions that may impact clients. * Manage open items log - ensure outstanding items closed in timely manner. * May travel for client meetings up to 25% of the time. REQUIREMENTS: Work Experience: * 2 - 5 years of applicable Employee Benefits experience. * Strong ability to listen, discern, and prioritize with clients, colleagues and carrier representatives based on a thorough understanding of relevant issues. * Adapt to situations requiring the precise attainment of set limits, tolerances, or standards; respond appropriately to changes in the work setting * Strong written and oral communication skills * Proficiency with Microsoft Office Suite (Word, Excel, Outlook) * Ability to utilize and be proficient in broker management systems * Strong organizational, problem solving and time management skills Education: * Four-year college degree preferred * Licensing or certification Requirements * Relevant Employee Benefits licenses per state/regional statutes * Advanced professional designation highly desirable (e.g. CEBS, GBA, HIA, RHU, REBC) Qualifications: * Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. * To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting 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.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Service Leader to join our growing team in Fort Lauderdale, FL. The Service Operations Leader provides overall oversight of the Service operational functions, leads the Service team, manages a book of business, and supports the Benefits Leader on department projects and initiatives. The Service Team Leader is also responsible for maintaining, updating, and delivering ongoing procedural training. The individual must possess a strong working knowledge of health insurance processes, compliance, and markets. How You Will Contribute * Lead a team consisting of 1-15 operations teammates. * Develop and maintain operational workflows, procedures, controls and training for the Service Operations Team * Lead interviewing and hiring, developing teammates, delivering performance feedback, and teammate exits * Serve as final escalation contact for all operations matters * Oversee, adapt, and modify core deliverables and projects to keep in line with industry trends, with overall goal of increasing client understanding * Monitor teammate work allocation * Partner with Marketing teammates to provide insight and recommendations in overall marketing strategies * Provide recommendations to clients on employee benefits program * Explain work products internally to teammates and externally to clients as needed * Oversee and develop training and cross training of new hires and BIT staff on the Operations Service team's function, responsibilities, and subject matter * Manage a book of business consisting of assigned clients' employee benefits programs * Drive day-to-day client relationships Licensure and Certifications * Florida 2-15 required Skills and Experience to be Successful: * Bachelor's degree or equivalent experience * 5 - 7 years of experience in operational oversight, human resources, insurance, healthcare or related field * 5 - 7 years of experience with health insurance and healthcare compliance * 3 - 5 years of experience managing a team 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".

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 Technical Assistant to join our growing team in Fort Lauderdale, FL! The Technical Assistant will work closely with the Commercial Account Manager, Commercial Producers and Commercial Lines Marketing Representatives to service new and existing accounts to achieve Agency sales goals and service standards. How You Will Contribute: Build and maintain strong customer relationships to support account retention and client satisfaction. Collect updated client information annually to assist with policy renewals and marketing efforts. Provide day-to-day client service including handling endorsements, cancellations, certificates, and other policy changes. Assist in analyzing client exposures and recommending appropriate coverage adjustments. Review and verify the accuracy of policies, endorsements, quotes, and audits provided by carriers. Prepare and compile marketing and underwriting data such as loss runs and MVRs. Gain and apply knowledge of Commercial Lines procedures, carrier systems, underwriting guidelines, and agency automation tools. Issue key documents including binders, certificates of insurance, ID cards, and invoices. Collaborate with account managers to resolve service issues and discrepancies, such as omitted items and commissions. Maintain attendance, follow agency procedures, and engage in ongoing professional development. Licenses and Certifications: 440 or 220 License (preferred) (must be obtained within a year of employment) Skills & Experience to Be Successful: High School Degree required. At least two years of insurance experience (preferred) Completion and evidence of skills as outlined by Commercial Management. 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”.

HUB International Limited (“HUB”) is one of the largest 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 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability Options Comprehensive Wellness Program Paid Parental Leave Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off Great work/life balance, because that's important for all of us! Focus on creating a meaningful environment through employee engagement events The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! Growth potential - HUB is constantly growing and so can your career! A rewarding career that helps local businesses in the community Strong community support and involvement through HUB Gives Opportunity to be involved in our DEIC initiatives and efforts to be an inclusive company through our Employee Resource Groups and Employee Voices Groups SUMMARY: The Education Specialist, Financial Wellness is responsible for providing dedicated on-site, virtual and field support for a specified block of retirement plans either directly with clients or in coordination with a Retirement Advisor. This role must understand all aspects of plan design, customer service, external reporting and internal procedures in order to build client relationships and solve problems proactively. This position is an integral part of the organization with core responsibilities of conducting client and participant education sessions. ESSENTIAL DUTIES AND RESPONSIBILITIES: Maintains strong and effective relationships with clients, co-workers, retirement plan vendors, strategic partners and other business contacts to provide exceptional service Proactively engage in day-to-day communication with plan sponsors, advisors, client service team and marketing to enhance the education experience for all plan participants Assists both Plan Sponsors and Plan Participants with questions, requests and issue resolution Review, organize, process and submit completed client paperwork to appropriate parties This would include both new business as well as ongoing service items Develop customized educational programs and content to maximize employee engagement with HUB, accounting for a wide range of demographics and communication strategies Provide financial education to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing Utilize one-on-one meetings, webinars, workshops, group meetings, benefit fairs and videos/podcasts to deliver educational programming Educate the employee on their retirement picture, including social security, pension plans, rollovers, state governmental plans, employer plans (401(k), 403(b), 457), and individual savings plans (IRA, 529 College Plans) Actively engage in marketing activities including speaking, writing, attending events and maintaining an active social media presence Manage communication between the client and internal teams to support existing processes Track meeting activity and wealth management lead pipeline for annual client reviews. Generate revenue by cross-selling and converting clients to retail Pursue career growth in the direction of becoming a Retirement Plan Advisor or Financial Planner Provide marketing and sales support Work with the wealth management team to identify, qualify, and convert retirement plan participants to wealth management clients following a warm hand-off process Special projects and other duties as assigned REQUIREMENTS: FINRA Series 7 license and RIA affiliation licensing requirements Bachelor's degree preferred Bilingual (Spanish Speaking) 2-5 years of experience preferred in financial services, retirement plans, and investments Must be able to work independently, with some supervision and direction from manager Proficient in Microsoft Office Suite (Word, Excel, PowerPoint & Outlook) Prior experience working with retirement plans and presenting to clients preferred Comfortable speaking with people in group and one-on-one settings (both virtually and in-person) with strong interpersonal skills Project management experience with working on several projects with different timelines simultaneously Strong attention to detail, organizational skills, customer service skills, and verbal/written communication skills Must be a team player Minimal travel requirements (conferences or on-site client visits) Department Account Management & ServiceRequired Experience: 2-5 years of relevant experience Required Travel: NegligibleRequired Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

HUB International Limited ("HUB") is one of the largest 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. **WHAT WE OFFER YOU:** At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: + Competitive salaries and benefits offerings + Medical/dental/vision insurance and voluntary insurance options + Health Savings Account funding + 401k matching program + Company paid Life and Short-Term Disability Plans + Supplemental Life and Long-Term Disability Options + Comprehensive Wellness Program + Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off + Great work/life balance, because that's important for all of us! + Focus on creating a meaningful environment through employee engagement events + The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! + Growth potential - HUB is constantly growing and so can your career! + A rewarding career that helps local businesses in the community + Strong community support and involvement through HUB Gives **SUMMARY:** The Employee Benefits Account Manager (AM) services and maintains accounts while providing professional and prompt support to our clients, carrier representatives, vendor partners, and HUB colleagues. The AM also works independently, as well as cooperatively, with Producers and the entire client team to deliver all HUB services to assigned clients throughout the policy cycle. This role plays a key part in positively impacting customer satisfaction and will support the organic growth goals of the organization - whether through account rounding, cross-selling, or support in the development of new business. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + While acting as main, day to day point of contact for clients, responds both professionally and promptly to all inquiries. + Supports the Account Executive in executing strategies, facilitating the renewal process, preparing materials/reports, ensuring internal systems are up to date (Benefit Point and BUS) and managing/ coordinating client work across the account team. + Acts as liaison between clients and insurance carriers to resolve any service needs or marketing initiatives, for example eligibility, billing, policy interpretation, and contract review. + Manages, organizes, and conducts client meetings when necessary. + Manage carrier changes with the client and ensures all necessary documentation (paper or electronic) is completed accurately and timely. + Key contributor of the critical path work for clients: Identify opportunities for cross-sell and up-sell of other HUB products and services. + Oversees open enrollment assistance and communications. + Manage new client or new line of coverage implementation. + Stays abreast of changes in the insurance industry and other external conditions that may impact clients. + Manage open items log - ensure outstanding items closed in timely manner. + May travel for client meetings up to 25% of the time. **REQUIREMENTS:** Work Experience: + 2 - 5 years of applicable Employee Benefits experience. + Strong ability to listen, discern, and prioritize with clients, colleagues and carrier representatives based on a thorough understanding of relevant issues. + Adapt to situations requiring the precise attainment of set limits, tolerances, or standards; respond appropriately to changes in the work setting + Strong written and oral communication skills + Proficiency with Microsoft Office Suite (Word, Excel, Outlook) + Ability to utilize and be proficient in broker management systems + Strong organizational, problem solving and time management skills Education: + Four-year college degree preferred + Licensing or certification Requirements + Relevant Employee Benefits licenses per state/regional statutes + Advanced professional designation highly desirable (e.g. CEBS, GBA, HIA, RHU, REBC) Qualifications: + Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. + To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting 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.