Hub International - San Francisco, CA

posted 4 months ago

Full-time - Mid Level
San Francisco, CA
251-500 employees
Insurance Carriers and Related Activities

About the position

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. WHY CHOOSE HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. THE OPPORTUNITY: The Personal Lines Marketing Director manages the placement of personal clients/prospects' business to best cover exposures with the broadest terms at the most competitive costs. The Marketing Director reviews and analyzes policies and understands clients/prospects' risk and exposures. Duties & Responsibilities: Market all lines of personal insurance and directly impact revenue goals through the acquisition of new business and the retention of renewals. Assist in the analysis of line of business and insurance company production trends and make recommendations to correct deficiencies. Act as account liaison for the producer in dealing with other departments within HUB for the quoting of specialized lines of coverage. Assist producers with pre-underwriting information gathering, submission, coverage analysis, RFP's and proposal presentations if needed. Execute a quality control process for policies and quotations delivered assuring coverage, condition, rating and pricing accuracy. Effectively build relationships with insurance company underwriters through a pattern of professional risk submissions, company visitations and hard, but fair, negotiations. Demonstrate an understanding of our company utilization strategies by appropriate risk submissions. Accurately maintain new business and renewal control logs, which assist the department head in identifying trends. Handles the M&E Marketing for assigned locations. Performs other duties and projects as assigned.

Responsibilities

  • Market all lines of personal insurance and directly impact revenue goals through the acquisition of new business and the retention of renewals.
  • Assist in the analysis of line of business and insurance company production trends and make recommendations to correct deficiencies.
  • Act as account liaison for the producer in dealing with other departments within HUB for the quoting of specialized lines of coverage.
  • Assist producers with pre-underwriting information gathering, submission, coverage analysis, RFP's and proposal presentations if needed.
  • Execute a quality control process for policies and quotations delivered assuring coverage, condition, rating and pricing accuracy.
  • Effectively build relationships with insurance company underwriters through a pattern of professional risk submissions, company visitations and hard, but fair, negotiations.
  • Demonstrate an understanding of our company utilization strategies by appropriate risk submissions.
  • Accurately maintain new business and renewal control logs, which assist the department head in identifying trends.
  • Handles the M&E Marketing for assigned locations.
  • Perform other duties and projects as assigned.

Requirements

  • High School Diploma / GED
  • 5-7 years insurance marketing / underwriting experience or equivalent combination of education & experience
  • Property & Casualty License
  • Ability to effectively and professionally communicate orally and in writing with internal and external customers.
  • Ability to write reports, business correspondence, and procedure manuals.
  • Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems.
  • Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Confidence and demeanor to effectively interact with all levels within the organization.
  • Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
  • Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs.
  • Ability to effectively work with a team and coach others in developing their skills and abilities.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
  • Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
  • Ability to assertively direct and supervise staff; including but not limited to responsiveness to staff needs, and personnel issues, and provide consistent/fair evaluation.
  • Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.

Benefits

  • Health savings account
  • Disability insurance
  • Health insurance
  • Dental insurance
  • 401(k)
  • Flexible spending account
  • Paid time off
  • Vision insurance
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