Team Leader, Account Management

About HUB International

At HUB International we advise businesses and individuals on how to reach their goals. We believe in protecting and supporting the aspirations of individuals families and businesses by helping our clients evaluate their risks and develop solutions tailored to their needs. When you join HUB you become part of a vast network of risk insurance employee benefits retirement and wealth management specialists who bring clarity to a changing world through tailored solutions and unrelenting advocacies and businesses evaluate and manage their risks and insurance needs with personalized service while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients.

At HUB were more than an insurance brokerwere a network of doers with diverse backgrounds and a shared purpose: supporting our clients colleagues and communities. We believe great work happens when people feel valued heard and empowered to grow.

This role requires an individual who is professional and who displays the drive determination and self-motivation to lead a team of Account will do this through supporting producers in winning new business through technical know-how and by managing the proposal process and by managing the Account Managers.

Responsibilities

• Supports mentors and trains Account Managers and Assistant Account Managers as necessary
• 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
• 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
• Attends industry related continuing education training and courses

Qualifications

• Life and Health Insurance license
• High school diploma required; college degree preferred
• Strong written and oral communication skills
• Proficiency with Microsoft Office Suite (Word Excel Outlook)
• Proficiancy or ability to learn Benefit Point and other software
• Ability to understand policy forms and coverage descriptions
• Organizational skills required
• Willingness to attend educational classes desired
• High attention to detail essential

Why Join HUB

Our Vision: To be everywhere risk existstoday and tomorrowhelping protect what matters most.

Our Mission: To protect and support the aspirations of individuals families and businesses while empowering our employees to learn grow and make a difference in their communities.

At HUB we invest in our people. Our entrepreneurial culture fosters innovation ownership and continuous improvementgiving you the opportunity to build a meaningful career while delivering real impact for clients and communities.

We Offer:

• Competitive compensation and comprehensive benefits

• Medical dental vision and voluntary insurance options

• Health Savings Account (HSA) funding

• 401(k) with company match

• Company-paid life insurance and short-term disability

• Optional supplemental life and long-term disability

• Wellness programs and resources

• Paid parental leave

• Generous paid time off (vacation holidays sick and personal time)

• Strong work-life balance

• Career growth and development in a rapidly expanding organization

• A collaborative high-performing team culture

• Community impact through HUB Gives

Our Core Values

• Entrepreneurship: We encourage innovation and thoughtful risk-taking.

• Integrity: We do the right thingevery time.

• Teamwork: We work together to achieve the best results.

• Accountability: We take ownership of outcomes.

• Service: We serve our clients communities and one another.

This is a hybrid role requiring at least three days per week (Tuesday Wednesday and Thursday) in the office though that is subject to change per company policy.

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.

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.