HUB International

Advisor

• Secure new business and cross-sell/up-sell to existing personal lines insurance clients, including high-net-worth clients
• Work directly with clients, account managers, company underwriters, and claims representatives to grow a book of business and sell insurance products
• Service and sell personal insurance products to prospective and existing clients
• Pursue new clients via networking and other promotional methods
• Gather underwriting, pricing, and supporting data for submission preparation
• Generate reports
• Establish and maintain relationships with company sales representatives, service centers, underwriting representatives, and claims representatives
• Provide quality customer service to existing accounts
• Assist in training other employees
• Perform other duties as assigned
• Pursue professional studies and maintain familiarity with industry trends and new insurance products
• Meet annual new sales production goals defined locally

Personal Lines Private Client Advisor

Sales

• Serve as the most senior sales leader responsible for overall growth and profitability targets
• Direct and manage sales and business development initiatives across all lines of business
• Develop annual business plans and revenue budgets covering organic growth, new business, retention, and new opportunities
• Develop business plans with sales leaders to meet targets and maximize opportunities
• Monitor revenue lines of P&L statements and take corrective action as needed
• Conduct book-of-business reviews and recommend ways to maximize profitability
• Establish, review, and amend incentive, sales, and producer compensation plans
• Establish and maintain market relationships with the CMO to strengthen organizational presence
• Leverage new opportunities, open doors, generate business, promote sales talent, and introduce prospects
• Lead Critical Path meetings with the CMO
• Build industry and business-community networks to improve organizational presence and reputation
• Report relevant information for SHARP and communicate SHARP-related information to the field
• Manage the pipeline and provide forecasting insights
• Participate in HUB corporate initiatives, meetings, and conferences
• Manage producer relations, coaching, performance management, producer plans, receivables, recognition, and engagement
• Identify production talent gaps and needs
• Select and develop new producers
• Identify top talent and explore future career paths

Chief Sales Officer

• Support and help drive corporate and divisional sales initiatives
• Support cross-sell efforts across SPG Ancillary Benefits, SPG Specialty Benefits, and other SPG divisions
• Prepare finalist meetings, provide scheduling support, and summarize discussions and next steps
• Maintain Producer-facing CRM records in Salesforce and Monday.com
• Track missing data requests and support accountability across cross-functional teams
• Flag stalled, at-risk, or dead opportunities and coordinate CRM updates
• Distribute pipeline and in-force client reporting from CRM sources
• Keep HUB regional engagement status tracking current
• Vet, investigate, and consolidate lead data with Producers
• Run CORE checks and other diligence and eligibility steps
• Monitor and interpret intent data to surface timely opportunities
• Research sales leads and competitive intelligence and deliver analysis and reporting
• Maintain divisional sales tools showing eligibility, pricing, and referral readiness
• Build sales enablement collateral, one-pagers, discovery cards, co-branded decks, and Producer toolkits
• Support discovery calls and partner capability summaries
• Support email campaign execution, scheduling, and tracking with marketing
• Coordinate event and meeting logistics for Producer-driven events and carrier meetings
• Coordinate collaboration and communication among matrix partners
• Build relationships with internal colleagues, broker partners, and carrier partners
• Support producer coaching and collaboration
• Adhere to best practices and SLAs and implement continuous improvement initiatives

Sales Coordinator

• Develop and execute the regional sales strategy with the Regional President and Executive Management Team
• Set production goals and organic growth targets by Sales Leader cohort, line of business, and market segment
• Review pipeline data and production performance and report results to executive leadership
• Contribute to overall business strategy and decision-making as a member of the SoCal Executive Management Team
• Lead, coach, and develop SoCal Sales Leaders
• Hold Sales Leaders accountable for production goals and producer development
• Establish a region-wide sales culture focused on accountability, continuous learning, and high performance
• Identify underperformance and direct corrective action with Human Resources
• Champion cross-sell initiatives across Commercial Lines, Employee Benefits, Personal Lines, and Retirement & Private Wealth
• Coordinate sales efforts and go-to-market strategies with Line of Business leaders
• Own producer and Sales Leader recruiting, onboarding, and succession planning
• Partner with HR on compensation plans and incentive structures
• Establish standards for producer development, coaching, and performance accountability
• Build relationships with prospective clients, carriers, referral sources, and centers of influence
• Represent HUB SoCal at industry events, trade associations, and community organizations
• Own sales reporting, CRM discipline, and pipeline management standards
• Partner on sales process optimization, pipeline reporting infrastructure, and sales analytics
• Support M&A target identification and producer recruiting from acquired agencies
• Travel periodically for client meetings, carrier visits, field visits, and industry events

Account Executive

• Support Account Executives and Account Managers
• Create proposals
• Review policies
• Perform online rating through carrier platforms
• Review and issue Certificates of Insurance
• Review holder contracts
• Perform data entry
• Process MVRs according to established agency guidelines
• Process endorsements
• Pull documentation including loss runs, policy information and endorsements
• Adhere to agency systems, procedures and state regulations
• Provide essential support when team members are absent
• Assume other responsibilities as requested by the supervisor

Associate Account Manager – Commercial Insurance

Account Manager

• Manage a book of insurance business
• Provide professional, courteous service to clients, carrier representatives, underwriters, and business partners
• Support Producers and/or Account Executives in obtaining, maintaining, and expanding business
• Collaborate with Producers and HUB personnel on client service, marketing, and renewals
• Prepare and implement transactions, paperwork, and internal processing for assigned accounts
• Analyze and compare insurance plans to determine suitability
• Stay current on insurance industry changes and external conditions affecting clients
• Make appropriate recommendations to clients
• Attend industry-related continuing education training and courses
• Liaise between clients and insurance carriers to resolve service issues
• Negotiate with underwriters and carriers as needed
• Troubleshoot claims and billing issues
• Identify cross-sell and up-sell opportunities for HUB products and services
• Document clients’ other insurance products and providers
• Maintain accurate and organized account files and update HUB and agency management systems
• Prepare reports, proposals, and comparisons for management
• Handle account rounding and develop new business as appropriate
• Organize and conduct client meetings
• Perform other assigned duties and projects

Account Manager, Commercial Lines

• Manage a book of commercial lines insurance business
• Provide professional and courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues
• Field phone calls, emails, and other communications regarding coverage questions, policy changes, payments, and cancellations
• Manage all aspects of the client renewal process, including obtaining updated information, marketing, negotiating terms and pricing, reviewing quotes, presenting renewal numbers, and invoicing
• Review quote documents to ensure insurance requirements are included
• Manage client relationships and ensure satisfaction
• Manage and delegate work to Associate Account Managers I and II
• Maintain relationships with underwriters and negotiate coverage
• Ensure accurate proposals, bind coverage, review policies, and create client policy summaries and binders
• Set up and maintain electronic records
• Apply best practices and internal broker standards to client files and information
• Train and collaborate with team members on coverage, exposures, and client knowledge
• Perform other duties as assigned

• Manage and retain/service existing and new wholesale and retail marine business generated by the Team Producer
• Produce new business as appropriate
• Review and analyze commercial marine accounts for coverage and limits, and make recommendations to clients and producers
• Work with management on new business initiatives
• Develop and maintain client and producer relationships
• Handle account servicing and coordinate with an assigned Assistant/Account Manager when appropriate
• Develop exposure information and vet or prepare applications for new and renewal business market submissions
• Determine marketing strategies based on client or producer needs
• Vet market quotes for compliance, present them to producers, create proposals, and present them to retail clients
• Interface with the accounting department as needed
• Monitor industry changes and trends to anticipate and respond to producer and client needs
• Conduct business in alignment with company objectives and earnings potential
• Perform other responsibilities assigned by the Manager

Senior Account Manager, Insurance

• Manage a book of insurance business
• Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues
• Provide client advocacy, client retention, and write new client accounts or lines of coverage as needed
• Service day-to-day client needs, including coverage questions, policy changes, payments, and cancellations
• Manage all aspects of the client renewal process, including obtaining updated information, marketing, terms and pricing negotiation, quote review, renewal presentations, and invoicing
• Review quote documents to ensure insurance requirements are included in quote proposals
• Manage client relationships and ensure satisfaction
• Manage and delegate work to Associate Account Managers I and II
• Maintain relationships with underwriters and negotiate coverage
• Ensure proposal completion and accuracy, bind coverage, review policies, and create client policy summaries and binders
• Set up and maintain electronic records
• Follow best practices and internal broker standards for client files and information
• Train and collaborate with team members on coverage, exposures, and client knowledge
• Perform other duties as assigned

• Manage a book of insurance business
• Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues
• Support Producers and/or Account Executives in obtaining, maintaining, and expanding business
• Work with Producers and HUB personnel on client service, marketing, and renewal activities
• Prepare and implement transactions, paperwork, and internal processing for assigned accounts
• Understand clients’ insurance objectives and analyze and compare insurance plans for suitability
• Maintain current knowledge of insurance industry changes and make recommendations to clients
• Attend industry-related continuing education training and courses
• Liaise between clients and insurance carriers to resolve service issues
• Negotiate with underwriters and carriers as needed
• Troubleshoot claims and billing issues
• Identify cross-sell and up-sell opportunities for HUB products and services
• Document other insurance products and services clients purchase through other providers
• Maintain accurate and organized account files and update HUB and agency management systems
• Prepare reports, proposals, and comparisons for management
• Support account rounding and new business development as appropriate
• Organize and conduct client meetings with or without the producer
• Perform other duties and projects as assigned

• Maintain an established employee benefits book of business
• Manage client accounts, including service requests, policy changes, cancellations, and related functions
• Work directly with clients to answer questions and obtain information for quotes, endorsements, or renewals
• Process client service requests and gather information for submissions
• Verify and maintain account files and records
• Review insurance applications and policies for compliance with underwriting authority and guidelines
• Provide insurance information and support to Sales Executives in written forms
• Screen and process insurance applications
• Prepare and compile insurance-related documents
• Market existing and new accounts
• Maintain positive carrier relationships
• Assist in meeting office sales goals
• Perform other duties assigned by management

Account Manager – Employee Benefits

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Account Executive, Employee Benefits

Manager

• Support one or more Account Executives
• Provide daily customer service
• Facilitate renewals and new business
• Collaborate with a Technical Assistant and/or Assistant Portfolio Manager
• Collaborate with a marketing team to market insurance accounts
• Provide prompt and professional service to meet clients’ daily needs
• Maintain thorough documentation for each account in accordance with HUB and Autorité des marchés financiers (AMF) standards
• Manage activities related to client accounts
• Participate in preparing placement strategies
• Prepare and submit applications to insurers
• Prepare insurer quotations, client proposals, binders, and insurance summaries
• Conduct the necessary follow-ups with insurers and clients
• Verify the accuracy of insurance policies and endorsements, and follow up on required corrections
• Draft instructions for certificates of insurance and ensure their compliance
• Draft billing instructions
• Ensure accurate billing
• Assist with the diligent follow-up of accounts receivable
• Correct account discrepancies

Portfolio Manager

• Provide critical support to clients and manage a book of personal lines insurance business
• Work closely with Producers and HUB personnel on client service, marketing, and renewal
• Provide professional service to clients, carriers, underwriters, business partners, and HUB colleagues
• Prepare and implement transactions, paperwork, and internal processing for assigned accounts
• Analyze and compare insurance plans and recommend suitable options
• Stay current on insurance industry changes and external conditions affecting clients
• Act as liaison between clients and insurance carriers to resolve service issues
• Negotiate with underwriters and carriers as needed
• Troubleshoot claims and billing issues
• Identify cross-sell and up-sell opportunities for HUB products and services
• Maintain accurate account files and update HUB and agency management systems
• Prepare reports, proposals, and comparisons for management
• Manage account rounding and develop new business as appropriate
• Organize and conduct client meetings
• Perform other assigned duties and projects

Account Manager, Personal Lines

General

• Build and manage relationships with a portfolio of builder members
• Serve as the primary contact and deliver responsive service throughout membership
• Conduct six-month check-in, renewal, and expiry calls
• Introduce new builder members to the WIMS platform and support their teams
• Quote and cross-sell Commercial General Liability, Course of Construction, and Vacancy coverage
• Refer clients to HUB colleagues for other insurance and employee benefits needs
• Assist with membership applications, document collection, follow-up, and WIMS setup
• Process home enrollment registrations and commencement documents accurately and on time
• Manage enrollment changes, level adjustments, and de-enrollment requests
• Maintain knowledge of regional home warranty regulations and guide clients on obligations
• Support clients through the claims process with the Claims Representative
• Stay current on HUB Warranty products, processes, and updates

Personal Lines Private Client Advisor

Chief Sales Officer

Sales Coordinator

Chief Sales Officer

Associate Account Manager – Commercial Insurance

Account Manager, Commercial Lines

Account Manager, Commercial Lines

Senior Account Manager, Insurance

Account Manager, Commercial Lines

Account Manager, Commercial Lines

Account Manager – Employee Benefits

Account Executive, Employee Benefits

Portfolio Manager

Account Manager, Personal Lines

Client Relationship Specialist