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HUB International jobs in Miami, FL - 37 jobs

  • Paraplanner, Retirement & Private Wealth

    Hub International 4.8company rating

    Hub International job in Fort Lauderdale, FL

    Are you a creative and detail-oriented individual who strives for excellence? Will you thrive in a dynamic environment that requires strong communication skills and the ability to work effectively with clients and data? If the answer is yes, we have the perfect opportunity for you. Our Paraplanner position within our Retirement & Private Wealth practice will continue to sharpen your client and consulting skills, while giving you the chance to work directly with seasoned Financial Planners within HUB International. The role offers a multitude of opportunities for career growth, development and mentorship. HUB offers a competitive compensation package, a comprehensive benefits package and the opportunity to get involved in many of our Corporate & Social Responsibility initiatives. This is a hybrid opportunity based in our Fort Lauderdale office. ABOUT HUB INTERNATIONAL: Hub International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 20,000 employees in offices located throughout North America, Hub's vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow. 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 ESSENTIAL DUTIES AND RESPONSIBILITIES: Manage the financial planning process: Collect client data, organizing and creating deliverables Track plan progress per workflow Stay up to date with broker dealer/RIA changes and updates Manage insurance, investment and legal review processes Serve as a Financial Analytics resource to the RPW team: Review plan inputs and recommendations provided by back office Review client's current financial, insurance and investment positions Interface directly with clients consistently and be involved in the client relationship: Collect missing data for client accounts Lead website orientation and aggregation management efforts Field and respond to service related questions from clients Be able to speak to and provide information on lower level financial planning questions from clients 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. REQUIREMENTS: 4-year degree from an accredited University or equivalent and relevant experience is required 2+ years of financial services experience is required An active Florida Life & Health license (or ability to become licensed within 90 days of hire) is required Series 7 & 66 licenses are required or series 6 & 63 and 65 licenses CFP or FPQP™ designation or working toward certification Proficiency with Microsoft Office Suite an eMoney Advisor or other financial planning software Strong attention to detail and organization Excellent written and verbal communication skills 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.
    $42k-59k yearly est. Auto-Apply 60d+ ago
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  • Transportation Claims Advocate

    Hub International 4.8company rating

    Hub International job in Coral Gables, FL

    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.
    $43k-61k yearly est. Auto-Apply 4d ago
  • Employee Benefits Account Executive

    Brown & Brown 4.6company rating

    Doral, FL job

    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.
    $54k-85k yearly est. Auto-Apply 60d+ ago
  • Employee Benefits Service Operations Leader

    Brown & Brown, Inc. 4.6company rating

    Fort Lauderdale, FL job

    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".
    $40k-71k yearly est. Auto-Apply 50d ago
  • Executive Underwriter OR AVP, Underwriting Director- Contract Surety

    Zurich Na 4.8company rating

    Miami, FL job

    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
    $130k-215k yearly 60d+ ago
  • Personal Lines Producer

    Brown & Brown 4.6company rating

    Doral, FL job

    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”.
    $32k-49k yearly est. Auto-Apply 17d ago
  • Condo Marketing Specialist

    Brown & Brown, Inc. 4.6company rating

    University Park, FL job

    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".
    $35k-50k yearly est. Auto-Apply 52d ago
  • Education Specialist, Financial Wellness

    Hub International 4.8company rating

    Hub International job in Fort Lauderdale, FL

    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.
    $31k-41k yearly est. Auto-Apply 21d ago
  • Employee Benefits Coordinator

    Brown & Brown, Inc. 4.6company rating

    Fort Lauderdale, FL job

    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 Coordinator to join our growing team in Fort Lauderdale, FL! The primary responsibility of this position is to support business relationships with an assigned group of clients by providing customer service and follow-up. This individual will work closely with Account Executives, Producers, Marketing Reps, and other Brown and Brown team members to service clients and support the implementation and renewal of health and welfare programs. How You Will Contribute: * Ensure overall client satisfaction by providing timely resolution and follow up of service issues that may arise including claims, billing, eligibility, enrollment, etc.; Document all client inquiries and service issues. * Work under the direction of Account Executives to assist in the fulfillment of client needs. * Follow the renewal calendar and proactively manage timeline for renewal activity, presentation and plan implementation as set by company policy as well as vendor deadlines; this includes census requests. * Develop and maintain solid relationships with vendors, as well as internal teammates. * Produce open enrollment materials and benefit handouts. * Maintain account files and ensure that documents are placed into appropriate sections for Quality Control (QC) guidelines; complete the Quality Control checklist. * Coordinate open enrollment paperwork submission; verify paperwork and enrollment forms are submitted correctly, verify post enrollment selection and billing for accuracy. * Support clients in attaining compliance with governmental requirements by staying informed of new legislation and participating in available training. * Complete the Marketing checklist with the Account Executive. * Review policies, benefit summaries, SPD's, forms, and rates for accuracy. Licenses and Certifications: * FL 2-15 Life, Health, and Annuity License (or within ninety (90) days of employment). * CEBS designation (preferred) Skills & Experience to Be Successful: * High School Degree or GED. * College Degree (preferred) * Proficient in MS Excel and Word. * Knowledge of Group Benefit Plans and experience in health and welfare. * 1-2 years Insurance Agency, Insurance Carrier or Human Resources experience is (preferred) * MS Power Point is a plus. * Ability to speak, read and/or write in Spanish a plus 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".
    $37k-55k yearly est. Auto-Apply 47d ago
  • Commercial Lines Account Manager

    Hub International 4.8company rating

    Hub International job in Miami, FL

    About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected - through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 550 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. 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 Account Manager manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Provides a high level of support to Producers in obtaining, maintaining, and expanding business. May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Makes major decisions independent of manager approval on books of insurance business for which the incumbent is responsible. * Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's best practices and standard procedures. * Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts. * Acquires understanding of clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval. * Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues. * Responsible for overall retention of accounts in assigned book of business. * Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate. * Manages, organizes, and conducts client meetings when necessary. * Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems. * Travels on company business as required. * Prepares reports for management as required. * Oversees functions performed by Assistant Account Managers and Technical Assistants as required. * Supports, mentors, and trains Assistant Account Managers and Technical Assistants as necessary. * Attends industry related continuing education training and courses. * Performs other duties and projects as assigned. REQUIREMENTS: * At least 5 years of experience and demonstrated proficiency in an insurance Account Management role in required lines. * Excellent oral and written English communications skills. * Superior customer service and problem solving skills. * Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems. * Ability to work in a team environment. * Ability to work a regular, full-time work schedule at HUB's facility(s) and ability to travel on business when required. Licensing or Certification Requirements: * FL 2-20 P&C License * Current with all necessary CE credits in required lines and states * Professional designation highly desirable (CIC, AAI, ARM) Department Account Management & Service Required Experience: 5-7 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
    $46k-63k yearly est. Auto-Apply 60d+ ago
  • Employee Benefits Account Manager

    Hub International 4.8company rating

    Hub International job in Davie, FL

    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.
    $45k-68k yearly est. Auto-Apply 21d ago
  • Employee Benefits Sales Producer

    Hub International 4.8company rating

    Hub International job in Fort Lauderdale, FL

    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 19,000 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 SUMMARY: As a HUB Employee Benefits Producer, you will prospect for business based on your local networks, connections, and communities. This role is vital to our success in all our product lines - from personal, commercial, employee benefits, and other coverages. As a HUB Producer, you will be supported by the HUB International corporate office and regional offices with the opportunity to create your own entrepreneurial journey. You will be the cornerstone of our superior customer service and will be charged with ensuring client satisfaction. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Conducting sales, service, and solicitation of all forms of insurance business * Maximizing growth and client retention through superior customer service * Developing accounts and cross selling available products and services * Generating and pursuing new client opportunities * Presenting our services and solutions at prospect meetings * Bringing new business prospects to closure * Retaining clients by maintaining solid business-to-business relationships REQUIREMENTS: * 3+ years of previous business-to-business sales experience * Employee Benefits sales experience highly preferred * Bachelor's degree preferred * Florida 2-15 Life and Health License preferred or required to obtain within 90 days of hire * Ability to work under pressure and within deadlines * Good listening skills and ability to determine clients' needs efficiently Department Sales 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.
    $60k-110k yearly est. Auto-Apply 60d+ ago
  • Employee Benefits Service Operations Leader

    Brown & Brown 4.6company rating

    Fort Lauderdale, FL job

    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”.
    $40k-71k yearly est. Auto-Apply 7d ago
  • Commercial Lines Marketing Executive

    Hub International 4.8company rating

    Hub International job in Davie, FL

    About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected - through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 550 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. 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: Our team is growing, and we are looking for a driven, results-oriented person who is passionate about working with carrier and wholesaler partners and customers. If you like learning, helping clients, and working with a team, this is the right fit for you. As the Marketing Executive, you are responsible for the effective marketing of insurance risks for our existing clients and new prospects. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Market all lines of commercial insurance and directly impact revenue goals through the acquisition of new business and the retention of renewals. * Assist in the analysis of line of business and insurance company production trends, and make recommendations to correct deficiencies. * Act as account liaison for the producer in dealing with other departments within Hub for the quoting of specialized lines of coverage. * Assist producers with explanation of coverage analysis in the renewal process, and participate in renewal presentations when requested. * Execute a quality control process for policies and quotations delivered assuring coverage, condition, rating, and pricing accuracy by completing program analysis/comparisons. * Effectively build relationships with insurance company underwriters through a pattern of professional risk submissions, company visitations, and firm, but fair negotiations to include monthly calls as directed by leadership. Some travel could be required monthly. * Maintain state of the art knowledge of market underwriting appetite, line of business trends, insurance company changes, rating techniques, and coverage developments. * Demonstrate an understanding of our company utilization strategies by appropriate risk submissions. REQUIREMENTS: * 5 to 10 years of marketing and negotiation experience with renewals and new business * College or University degree preferred * Current 2-20 Florida Property & Casualty license * Intermediate to advanced Level of Microsoft Office Suite proficiency * Thorough and advanced knowledge of commercial lines coverage and markets * High energy, detail-oriented self-starter * Strong leadership and team-building skills * Significant skill in handling & completing demands and projects * Excellent organizational skills and ability to prioritize * Strong interpersonal, written and oral communication skills Department Marketing Required Experience: 5-7 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.
    $68k-94k yearly est. Auto-Apply 60d+ ago
  • Commercial Lines Account Executive

    Hub International 4.8company rating

    Hub International job in Davie, FL

    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.
    $43k-61k yearly est. Auto-Apply 60d+ ago
  • Personal Lines High Net Worth Producer

    Hub International 4.8company rating

    Hub International job in Fort Lauderdale, FL

    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 19,000 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: In the Personal Lines Producer role, you must be an independent self-starter who is able to sell and develop strong business-to-business relationships. Pivotal to your success will be your ability to develop relationships with clients from the start, discovering their goals and challenges. In addition, you will need to foster strong working relationships with carriers. This is an excellent opportunity for experienced and novice professionals alike, with a range of 3-15 years of business-to-business sales experience. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Previous experience of conducting sales, service, and solicitation of all forms of insurance business * Knowledge of personal lines insurance with the ability to understand a large number of products and services, and a willingness to learn ongoing * Maximizing growth and client retention through superior customer service. A consultative approach to selling and a demonstrated ability to broker effectively with clients and insurance companies. * Generating and pursuing new client opportunities * Presenting our services and solutions at prospect meetings * Bringing new business prospects to closure * Retaining clients by maintaining solid business-to-business relationship * Cross sell various products as well as developing opportunities for other business lines * Outstanding relationship building skills. An existing network of relevant contacts will help you tremendously REQUIREMENTS: * 3+ years of previous business-to-business sales experience * Personal Insurance sales experience highly preferred * Bachelor's degree required * Experience selling to high net worth individuals a plus * Required to obtain the appropriate state licensing with 90 days of hire * Preference given to those with existing insurance licensure and/or industry designations * Ability to work under pressure and within deadlines * Good listening skills and ability to determine clients' needs efficiently Elevate Your Career with HUB International: Choosing HUB International means aligning your career with the 5th largest global insurance and employee benefits broker worldwide. Our expansive network, powered by over 17,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore: ****************************************** Diversity, Equity, Inclusion & Community: Our Commitment HUB International is steadfast in its commitment to fostering a diverse, equitable, and inclusive work environment. We celebrate the unique backgrounds and perspectives of our employees, ensuring all voices are heard and valued. Our selection process is meticulously designed to be accessible to everyone, and we encourage you to reach out if you require any assistance or accommodation during the recruitment phase. At HUB, equal opportunity is not just a policy; it's the cornerstone of our culture. Learn more about our DEIC commitment: ************************************** Service: Our Ethos Service is the essence of our identity at HUB International. This commitment extends beyond our clients to our employees and the communities we serve. Each of our regional offices is deeply involved in local causes, embodying our dedication to making a tangible difference. Join us and be part of a team that not only advances professionally but also contributes positively to society. At HUB, your career is poised for greatness. Welcome to a world where your skills are valued, your professional growth is paramount, and your contribution makes a lasting impact. #LI-hybrid Department Sales Required Experience: 2-5 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.
    $35k-48k yearly est. Auto-Apply 60d+ ago
  • Employee Benefits Producer

    Hub International 4.8company rating

    Hub International job in Fort Lauderdale, FL

    HUB International Limited (“HUB”) is the 5th 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 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 Producer is responsible for prospecting, soliciting, and selling commercial and personal accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES: Identify and develop insurance prospects. Prequalify insurance prospects for insurability and quality of risk. Use lead lists to establish contact and schedule appointments. Meet with prospective clients and existing clients. Maintain knowledge of carrier and wholesaler needs and make recommendations to Account Executive during the submission process. Design insurance programs and recommend coverages to clients based on risk characteristics. Submit complete and accurate applications and related submission documentation to Account Executive. Meet new business production goals and objectives as determined. Must conduct phone prospecting, face-to-face prospecting and through social media efforts. Conduct sales presentation to prospective and existing clients on new and renewal business. Explain coverage and exclusions to clients and document explanations in agency management system. Educate clients on agency payment expectations and cancellation procedures. Provide claim assistance to clients. Contact clients for collection of past due premiums, as needed. Develop, maintain, and manage a book of business for additional business and referrals. Solicit referrals from clients. Review existing accounts/policies at least annually to round out accounts and address any changes. REQUIREMENTS: Valid Florida 2-15 insurance License required. 3-5 years of experience in sales. A high school degree or equivalent degree is required. Successful sales background. Maintain Errors & Omissions insurance. Meet state continuing education requirements. Knowledge of EPIC system a plus. Ability to work well under deadlines in changing environment and perform multiple tasks effectively and concurrently. Excellent presentation skills. Reliable transportation to meet with prospective and existing clients. Above average analytical skills to determine prospective client needs. Extremely proficient with Microsoft Office Suite or similar software with the ability to learn new or updated software. Department SalesRequired Experience: 2-5 years of relevant experience Required Travel: Up to 50%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.
    $43k-60k yearly est. Auto-Apply 15d ago
  • Executive Underwriter OR AVP, Underwriting Director- Contract Surety

    Zurich Na 4.8company rating

    Fort Lauderdale, FL job

    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
    $130k-215k yearly 60d+ ago
  • Condo Marketing Specialist

    Brown & Brown 4.6company rating

    University Park, FL job

    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”.
    $35k-50k yearly est. Auto-Apply 8d ago
  • Commercial Insurance Sales Producer

    Hub International 4.8company rating

    Hub International job in Fort Lauderdale, FL

    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 19,000 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 **SUMMARY:** As a HUB Insurance Commercial Lines Sales Producer, you will have the opportunity to sell insurance products and services for a global leader in the industry. We offer rewarding opportunities for experienced professionals and training for motivated individuals seeking career development. If you are a career-driven, entrepreneurial self-starter, this is an opportunity to achieve your full potential with HUB International! **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Provide insurance related information and guidance to field/clients + Prospect, identify, and develop new clients from referral or cold calling + Educate clients on HUB's value, service, and offerings + Prepare/assist in contracting of clients and any required paperwork + Develop and maintain current knowledge of HUB's core business partners and their products + Work optimally with team to ensure sales targets are achieved + Work with clients to ensure the optimal coverage is offered, including quoting and/or follow-up + Support clients by providing technical support, product education, etc. + Maintain and continually update HUB's client database + Attend and participate in ongoing education for industry knowledge **REQUIREMENTS:** + 2-5+ years industry experience + Florida 2-20 Property & Casualty Insurance License preferred + Strong communication, interpersonal, multi-tasking, and organizational skills required + The preferred candidate is a team player with a great attitude, self-motivation, and the ability to work in a fast-paced environment + Bachelor's degree preferred or equivalent working experience + Working knowledge of Microsoft Office Products Department Sales Required Experience: 2-5 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.
    $60k-110k yearly est. 60d+ ago

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