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Lead regional HR strategy for HUB Northeast and HUB New England, advising senior leadership, driving talent management, M&A integration, workforce planning, culture and engagement. Own HRBP team leadership, people analytics-driven decisions, succession and retention, and aligning HR investments to business outcomes to support revenue growth and successful deal integrations.

Assist Account Executives and Managers with client servicing: prepare certificates of insurance and policy binders, process loss runs, endorsements, and audits, maintain suspense system and account data, provide customer service and receptionist support, and perform other assigned duties to support account management.

Leads seven Private Client Account Managers and Account Executives serving high-net-worth clients in Washington. Responsibilities include coaching, performance management, retention strategy, complex coverage and service escalations, renewal and carrier negotiations, workflow and KPI oversight, agency management system adherence, carrier relationship management, and integration of acquired client portfolios. The role is a hybrid player-coach position requiring hands-on HNW personal lines expertise and Washington insurance licensing.

Manage large commercial insurance accounts throughout the policy cycle, including client strategy, relationship management, renewals, marketing, coverage analysis, carrier negotiations, risk assessment, and issue resolution. Drive retention, cross-selling, upselling, and new business development while coordinating HUB services and maintaining carrier relationships. Lead client meetings, oversee service delivery, mentor junior team members, and support complex account needs.

Generate new commercial insurance business, build and retain client relationships, deliver consultative risk-management solutions, collaborate with internal teams, maintain CRM records, meet sales goals, and support senior producers.

Manage new client account review and approval for RIA onboarding: verify documentation completeness and regulatory adherence, approve accounts, resolve deficiencies with advisors, maintain RIA recordkeeping, escalate compliance issues, and support process improvements to onboarding workflows.

Leads and builds HUB International’s Technology Governance function, including staffing, operating model development, governance documentation, control framework ownership, regulatory traceability, audit readiness, compliance monitoring, remediation, business continuity, and executive reporting. The role operationalizes technology controls across TechOps domains, establishes governance libraries and workflows, coordinates audits, and develops an authoritative, sustainable control environment in a regulated organization.

The HUB Insurance Sales Advisor sells insurance products, develops client relationships, maintains the client database, and provides support and education on services offered.

The Account Manager is responsible for servicing commercial insurance accounts, developing new business, maintaining client relationships, and preparing client proposals and transactions.

The Account Manager will manage account processes, market and negotiate with carriers, prepare quotes, and ensure accuracy for client insurance policies.