Commercial Lines Marketing ConsultantWaukesha, WI

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.

Summary

The Marketing Consultant manages the overall service, recommendations, and placement efforts of new and marketed insurance business. The job requires a high degree of independent discretion, autonomy, and decision-making based on industry knowledge and experience to provide professional guidance, expertise, and service. It also requires professional and collaborative relationships with carrier representatives, underwriters, business partners, and HUB colleagues. Responsible for aiding business development and sales with new and existing clients. To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.

  • Utilizing industry experience and in-depth knowledge of insurance markets, policy provisions, claim processes, business environment, and risk mitigation, applies independent and discretionary judgment to make decisions independent of manager approval on placement of insurance business for which HUB is responsible. These include non-routine coverage issues and questions, renewal strategies for key accounts, and interpretation of non-routine provisions of insurance contracts.

  • Acquires understanding of clients’ or prospects’ business and insurance objectives and critically analyzes and compares insurance plans to determine suitability.

  • When counseling servicers, producers, clients on appropriate coverage, will assess risks based on clients’ situation and determine proper coverage to insure and mitigate those risks.

  • Builds strong relationships with internal customers (producers, carrier strategies, customer service, specialty units and claims) as well as our external trading partners.

  • Obtain insurance quotes, finalize proposals and issue binding instructions at the instruction of the Servicer and/or Producer.

  • Negotiates terms, conditions, and pricing directly with insurance carriers.

  • In situations where special carrier programs are available, determines if those programs are appropriate. Then consults with clients, producers, service team on the benefits of those programs. Will then work with carriers and/or specialty units to quote coverage through appropriate program.

  • Manages resolution of complex coverage issues that require policy interpretation and experience-based judgment to resolve.

  • Attend client meetings (including renewal meetings) as required, occasionally independent from producer or servicer.

  • Supports, mentors, and trains Account Managers, Account Representatives, and Producers as necessary.

  • Collaborate on marketing and renewal strategies, including participation in appropriate Critical Path meetings.

  • Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact coverage placements. Makes appropriate recommendations to clients in response to those changes independent of manager approval.

  • Collaborative responsibility for overall retention of assigned accounts.

  • Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies opportunities for cross-sell and up-sell of other HUB products and services where appropriate.

  • Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems.

  • Facilitate transition meetings with the service team on renewal or new business placement.

  • Possesses mastery of the various HUB and industry resources and tools that are available and utilizes same to best place and serve clients and prospects

  • Travels on company business as required.

  • Prepares reports for management as required.

  • Attends industry related continuing education training and courses.

  • Performs other duties and projects as assigned.

Work Experience Requirements :

  • 3-5 years of experience and demonstrated proficiency in an insurance Account Management / Production role in required lines. Brokerage experience is preferred.

  • Excellent oral and written English communications skills.

  • Independent responsibility for coverage placement preferred.

  • Ability to collaborate and influence in a team environment.

  • Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems such as EPIC.

  • Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required. The position is hybrid, requiring 2-3 days per week in office, and the primary office assigned to this position is Waukesha.

Licensing or Certification Requirements:

  • Currently licensed in good standing in required lines and states.

  • Current with all necessary CE credits in required lines and states.

  • Advanced professional designation highly desirable (e.g. ARM, CIC).

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Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

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Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.