Service Team Leader - Client Advisory Team jobs in United States
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HUB International · 1 week ago

Service Team Leader - Client Advisory Team

HUB International is a leading insurance brokerage firm that empowers its employees to make an impact. The Service Team Leader for the Client Advisory Team is responsible for overseeing the operation and servicing of accounts in the Personal Lines Division, supervising staff, and ensuring high-quality service delivery to clients.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Assist with the supervision of personal lines staff at branch offices; answer routine questions, clarify agency procedures, and provide conflict resolution, as needed
Assist in ongoing training for both new and current employees
Coordinate staffing requirements in the absence of PL Manager
1st point of contact for Customer/Staff escalation calls
Be available to answer incoming calls and greet clients and visitors in a courteous and pleasant manner
Notify Department Manager regarding claims involving catastrophic damage or serious injuries
Keep informed of market, rate, form, and coverage changes and participate in industry related training for professional skills and knowledge development
Maintain KPI goals
Fully utilize the Agency Management System EPIC to document activities for E&O purposes
Other responsibilities including reports, as assigned by Manager

Qualification

Personal lines insuranceActive Producer LicenseSupervisory experienceMicrosoft OfficeOrganizational skillsInterpersonal skillsCommunication skillsTeamwork

Required

Five years personal lines insurance experience in an insurance agency
Active Producer License
Thorough knowledge of personal lines coverages and markets
Supervisory experience
Producer's license
Experience with Microsoft Office products
Excellent organizational, interpersonal, communication skills and ability to work in a team environment

Benefits

Health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
Paid-time-off benefits such as vacation, sick, and personal days
Eligible bonuses
Equity and commissions for some positions

Company

HUB International

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HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.

Funding

Current Stage
Public Company
Total Funding
$8.5B
Key Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B

Leadership Team

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Marc Cohen
Chairman of the Board and CEO
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Joseph C. Hyde
Chief Financial Officer
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Company data provided by crunchbase