HUB International

Account Manager

• Respond promptly and professionally to the service needs of insureds
• Provide clerical and technical support to Producers to benefit clients and achieve agency strategic business goals
• Assist Producers in adding coverages to existing accounts
• Produce quote requests, spreadsheets, and related items while verifying accuracy
• Maintain renewal controls for timely preparation and processing
• Prepare insurance summaries and proposals for account reviews
• Remarket renewals, contact clients, create renewal proposals, and handle other renewal activities with Producers
• Refer current and prospective clients to other departments for solicitation of additional lines of business
• Adhere to agency systems, procedures, and state regulations
• Communicate effectively orally and in writing
• Oversee functions performed by Assistant CSSs
• Maintain required client filing
• Work with Producers to align HUB corporate goals, carrier requirements, and customer needs

Employee Benefits Account Coordinator

• Service assigned personal insurance accounts according to company practices, policies and procedures
• Review and analyze personal accounts for coverage and limits, and make recommendations to clients
• Develop and maintain client relationships to meet service needs
• Develop new business from existing accounts and assigned leads
• Contribute to departmental production goals
• Gather client information and prepare applications for new and renewal coverage
• Prepare policy quotes based on client needs, rates and coverages
• Prepare account transactions, including applications, invoices and forms
• Maintain accurate data in the agency management system
• Handle premium collections as needed
• Conduct business with awareness of business and earnings implications
• Keep informed of industry changes and trends to anticipate and respond to profit objectives
• Perform other responsibilities assigned by the Manager

Specialty Account Manager

• Manage a book of employee benefits business collaboratively with the Producer, Account Executive, and Account Administrator
• Coordinate and provide day-to-day service for employee benefits clients
• Own the annual renewal and marketing process
• Maintain client relationships, support client retention, and maintain strong carrier relationships
• Serve as a day-to-day client contact and resolve client questions and issues
• Apply knowledge of medical and ancillary benefits, funding types, and carrier offerings
• Participate in Critical Path execution and renewal preparation
• Organize meetings with team members and clients and present confidently to clients
• Lead and execute the full renewal and RFP process with Account Executives
• Manage claims and coverage issue resolution
• Collaborate with CAST and BTT internal teams to deliver client needs
• Explain HUB consulting practices and resources to clients
• Attend approved industry-related continuing education training and courses
• Support multiple Account Executives and Account Administrators with books of business
• Manage client projects and maintain open, consistent communication
• Process ancillary marketing through HUB’s GA partnership and perform quality assurance reviews
• Create and review marketing presentations for client benefits
• Manage new carrier, plan, or vendor implementation and project management
• Collect necessary client reports
• Execute timely and accurate new client onboarding
• Advise and guide clients on compliance matters and send monthly reports as needed
• Develop open enrollment strategies and conduct or record benefits presentations
• Perform contract review and support preparation of SPD Wraps, Cafeteria, and POP Plan documents
• Maintain accurate client and carrier files
• Maintain HUB’s client tracking system, monday.com
• Mentor Account Administrators where applicable
• Follow HUB Broker Standards

Account Manager – Employee Benefits

• Manage all aspects of the account-service process
• Work with Producers and HUB personnel on client service, marketing, and renewals
• Analyze and compare insurance plans to determine suitability
• Establish and maintain relationships with clients and insurance carriers
• Serve as client point of contact for eligibility, claims, billing, and benefit administration inquiries
• Liaise between clients and carriers to resolve service issues
• Maintain organized account files and update HUB and agency management systems
• Stay current on insurance industry changes and recommend appropriate client actions
• Update open enrollment packets, plan documents, summary plan descriptions, and related filings
• Submit BOR letters and obtain contracts, renewals, and benefit descriptions
• Market to carriers and prepare quotes and proposals
• Assist with billing issues, auditing, and reconciliation
• Prepare and conduct renewal, open enrollment, and post-renewal presentations
• Lead implementation of new and renewal plans or programs
• Advise clients on HUB resources, carrier/vendor offerings, and industry trends
• Prepare or peer review EB Comp Disclosure
• Obtain post-enrollment numbers
• Prepare annual legal notices
• Facilitate Ben Admin/HRIS system updates using Ease, ADP, Paylocity, and similar systems
• Set up HR Advocacy Tools, legal compliance resources, and wellness value-adds
• Review contracts for accuracy
• Participate in carrier/vendor implementations and initiate vendor payments
• Partner with producers to develop and implement benefits strategies, including financial analysis, plan assessment, benchmarking, and funding alternatives
• Perform other assigned duties and projects

Account Manager, Employee Benefits

General

• Rotate across Commercial Lines, Personal Lines, Employee Benefits, and Retirement & Private Wealth teams
• Gain hands-on experience in client service, sales, risk, insurance, employee benefits, retirement, and wealth management
• Collaborate with sales and service teams to understand regional client and community needs
• Assist with policy administration, endorsements, renewals, data management, and claims processing
• Support analysis of United States insurance markets and regional trends
• Participate in technical training, workshops, and learning sessions
• Prepare reports and presentations communicating project updates, findings, and recommendations to internal stakeholders
• Participate in networking, volunteer, social, and community service activities

Internship Program

• Gain hands-on experience alongside HUB teams while learning the insurance brokerage business
• Explore business areas including client service and sales
• Learn from industry experts across risk, insurance, employee benefits, retirement, and wealth management
• Collaborate with sales and service teams to understand client and community needs across the United States
• Assist with policy administration, endorsements, renewals, data management, and claims processing
• Support analysis of United States insurance markets and regional trends
• Participate in technical workshops and training sessions
• Prepare reports and presentations communicating project updates, findings, and recommendations to internal stakeholders
• Participate in networking, volunteer, social, and community service activities

Intern

Advocate

• Manage workers' compensation claims for clients from various stages of the claim’s lifecycle
• Follow select claims from inception through closure, ensuring optimal outcomes for clients
• Serve as primary escalation point for carrier and TPA concerns, advocating aggressively for client interests
• Monitor claim reserves, settlement negotiations, and medical management decisions
• Coordinate with insurance carriers, TPAs, medical providers, and legal counsel as needed
• Partner with clients across various industries to build and refine their workers' compensation programs
• Analyze claim trends and loss patterns to identify industry-specific and client-specific risk factors
• Develop customized risk management strategies addressing unique exposures across different business operations
• Provide guidance on return-to-work programs tailored to each client's operational environment and workforce needs
• Conduct comprehensive claim reviews and present actionable findings to the client
• Build and maintain strong relationships with client contacts, from HR managers to corporate risk managers
• Collaborate closely with the dedicated claims director and account service teams to ensure seamless client service delivery
• Participate in client meetings, renewal presentations, and strategic planning sessions
• Serve as subject matter expert on industry workers' compensation exposures

Workers Comp Claims Advocate

Account Executive

• Manage assigned employee benefits book of business
• Develop client relationships and deliver strategies to grow and retain clients
• Develop and implement clients’ multi-year strategic plans with Producers
• Support clients in managing health and welfare programs
• Liaise between employer group administrators and insurance carriers
• Maintain accurate account files and update HUB systems and agency management systems
• Analyze and compare insurance plans for suitability
• Advise clients on HUB resources, carrier/vendor offerings, and industry trends
• Assist with billing issues, auditing, and reconciliation
• Develop and communicate Market Analysis strategy; analyze results and negotiate with carriers
• Ensure services are implemented according to project plans and deliverables meet quality standards
• Coordinate client introductions and HUB Specialty Practice Teams
• Gather data and prepare/conduct renewal, open enrollment, and post-renewal presentations
• Lead implementation of new and renewal plans or programs
• Resolve escalated complex service issues between clients and carriers
• Manage enrollment processes and online enrollment systems
• Partner with Producers on benefits strategy, program design, financial analysis, benchmarking, and funding alternatives
• Prepare or peer review EB Comp Disclosure
• Provide benchmarking and plan assessment data
• Provide direction on contribution modeling with Business Analysts
• Provide feedback to sales, account management, and marketing teams
• Perform QA reviews of financial and communication materials
• Maintain strategic planning, compliance calendars, and implementation timelines
• Stay current on insurance industry changes and attend continuing education
• Submit BOR letters and obtain carrier contracts, renewals, and benefit descriptions
• Update open enrollment packets, plan documents, summary plan descriptions, and potentially 5500 filings
• Work with Producers and HUB personnel on client service, marketing, and renewal activities
• Perform other assigned duties and projects

Account Executive – Employee Benefits

• Gain hands-on experience working alongside HUB teams and learn the insurance brokerage business
• Explore client service, sales, risk, insurance, employee benefits, retirement, and wealth management
• Collaborate with sales and service teams to understand clients' and communities' regional needs
• Assist with policy administration, including policies, endorsements, renewals, data management, and claims processing
• Support analysis of United States insurance markets and regional trends
• Participate in technical workshops and training sessions
• Prepare reports and presentations communicating project updates, findings, and recommendations to internal stakeholders
• Participate in networking, volunteer, social, and community service initiatives