Teams at HUB International

Manages a portfolio of high-net-worth personal insurance clients, develops client relationships, conducts annual coverage reviews, recommends program improvements, markets accounts to carriers, prepares proposals, maintains accurate agency records, and supports retention, revenue growth, and cross-selling initiatives.

Provides financial and reporting analysis for employee benefits clients and Strategic Account Executives. Responsibilities include preparing renewal and utilization reports, analyzing claims and plan costs, obtaining carrier rates and proposals, creating bid specifications, evaluating proposal results, answering stakeholder inquiries, and participating in client meetings.

Manage employee benefits accounts for health and welfare plans, serving as the primary client contact and liaison with carriers. Responsibilities include resolving claims, designing benefit plans, managing renewals and competitive bids, preparing financial reports and employee communications, analyzing claims utilization, coordinating compliance information, and maintaining client data. The role requires strong analytical, communication, relationship-building, organizational, and benefits-industry expertise.