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Manage a book of personal line insurance for affluent clients, conduct reviews, prepare reports, and collaborate with team members to meet clients' insurance needs.

The Assistant Account Manager supports commercial lines accounts by handling policy inquiries, assisting with renewals, preparing quotes, and maintaining client records while ensuring service commitments are met.

Manage a book of high-net-worth personal insurance clients, conduct annual reviews, recommend program improvements, grow retention and revenue, market accounts to carriers using rating tools and EPIC, and drive cross-sell initiatives while meeting financial targets.

Manage day-to-day employee benefits programs and client relationships, serve as main contact for eligibility/claims/billing, coordinate renewals and carrier interactions, prepare proposals and legal notices, lead implementations, maintain systems and documentation, and support producers on benefits strategy and benchmarking.

Manage day-to-day employee benefits accounts, serve as primary client liaison for eligibility/claims/billing, coordinate carrier communications, prepare renewals/quotes and enrollment materials, implement benefit programs and HRIS updates, mentor junior staff, and ensure regulatory compliance (ACA, COBRA, HIPAA).

Generate new personal-lines business by prospecting, managing a sales pipeline, placing coverage for high-value clients, building referral partnerships, coordinating with underwriters and carriers, maintaining policy documentation, and representing HUB at community and prospecting events.

Serve as the primary account manager for small-to-mid market commercial insurance accounts (dental focus). Review policies, recommend coverages, prepare proposals/applications, liaise with carriers, troubleshoot claims/billing, and develop account growth. Maintain accurate agency system records and support producer-led business development and departmental production goals.

Manage an assigned book of private client accounts to drive retention and service excellence; provide day-to-day account management, mentor Associate Account Managers, support Account Executives with operational tasks, and scale responsibilities from small to complex clients while focusing on continuous improvement.

Lead HUB Colorado's employee benefits financial consulting practice, providing analytics, ROI and cost-management solutions for self-funded and ASO clients. Manage and coach Financial Consultants, support sales and RFP presentations, oversee vendor/carrier relationships, manage budgets, recommend process improvements, and collaborate with producers and account teams to drive client retention and new business.

Support Benefit Consultants by preparing and auditing RFPs, quotes, and enrollment materials; track renewals and census data; analyze financial and utilization reports; prepare client presentation spreadsheets; maintain timelines and communications; assist with special projects and training to increase industry knowledge.