Private Client Institutional Director

ABOUT HUB INTERNATIONAL:

AtHUB International we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals families and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn grow and make a difference. Our structure enables our teams to maintain their own unique regional culture while leveraging support and resources from our corporate centers of excellence.

HUB is the 5th largest global insurance and employee benefits broker providing a boundaryless array of business insurance employee benefits risk services personal insurance retirement and private wealth management products and services. With over $5 billion in revenue and more than 19000 employees in 600 offices throughout North America HUB has grown substantially in part due to our industry leading success in mergers and acquisitions.

SUMMARY:

The Private Client Institutional Director is accountable for overseeing the development and implementation of a strategic plan to onboard new partners while also driving incremental growth with our existing relationships. These relationships include retirement partners banking entities accounting firms and financial advisory firms. The Private Client Institutional Director will also be responsible for managing relationships with producers across HUB offices that generate cross-selling opportunities. This role requires knowledge of private client business the ability to articulate the value proposition seamlessly to all levels of an organization and the ability to work across different disciplines with ease.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Development and implementation of Cross-Sell initiatives and the appropriate metrics to measure the success of established strategies/initiatives.

• Develop a strategic plan to grow our institutional relationships across a broad range of business lines

• Serve as a relationship development resource to champion the value proposition for Commercial Lines Employee Benefits Personal Lines Life and Retirement & Private Wealth and bridge the gap to the appropriate regional resources that will build and close these new relationships.

• Proactively mine EPIC BP and CORE data to identify cross-sell opportunities. Provide coaching and best practices techniques to sales teams and oversee the tracking and analytics related to opportunities uncovered through cross-sell opportunities.

• Program-manage large relationships and cross-sell campaigns. Duties include establishing project plans and clearly articulated goals timetables and deliverables; producing reporting and metrics to assess efficacy of efforts; and providing ongoing support to partners and regional staff across the partnership through calls meetings and in-person discussions.

REQUIREMENTS:

• Bachelors degree in business Marketing or related field or equivalent experience

• P & C license required; CIC CISR or other relevant certificates preferred

• 5 years of work experience in a servicer/customer service/sales role within the High Net Worth Retailor Financial Services space

• Robust understanding of the financial underpinnings of the insurance industry and its impact on HUB clients

• Proven success as a client-centric detail-oriented self-starter who follows through and follows up with clients and partners

• Strong general insurance knowledge as well as specialized knowledge in key high net worth areas and associated products

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 thats 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

JOIN OUR TEAM

Do you believe in the power of innovation collaboration and transformation Do you thrive in a supportive and client focused work environment Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization When you joinHUB International you will be part of a community of learners and doers focused on our Core Values: entrepreneurship teamwork integrity accountability and service.

Disclosure required under applicable law in California Colorado Illinois Maryland Minnesota New York New Jersey and Washington states: The expected salary range for this position is $150000 to $200000 (plus quarterly bonus based on targets) and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and level. If you believe that your qualifications and experience surpass the minimum requirements for this role we encourage you to submit your application. By doing so we will be able to keep your application on file for consideration for potential future positions within our organization. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paid-time-off benefits such as vacation sick and personal days and eligible bonuses equity and commissions for some positions.

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 veterans status or any other characteristic protected by local state or federal laws rules or regulations.

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