Service Team Leader - Client Advisory Team
About The Position
At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. Explore your future with HUB International. Let’s grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits — HUB is the place for you. We currently have an opportunity for a Service Team Leader - Client Advisory Team to join our Personal Lines team . Overview : Responsible for overseeing the operation and servicing of accounts in Personal Lines Division, under the supervision of the Personal Lines Manager and in in accordance with the practices, policies, and procedures of the Company.
Requirements
- 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.
Responsibilities
- Performs the job duties of a Senior Account Manager as well as the responsibilities listed below:
- 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.
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA and 401(k) accounts
- paid-time-off benefits such as vacation, sick, and personal days
- eligible bonuses, equity and commissions for some positions
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
