Personal Lines Team Leader

Who We Are

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

HUB is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions

What We Offer You

At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!

Benefits you may enjoy working at HUB International Midwest-East:

• Medical, Dental, and Vision (PPO, HMO, and HSA)

• Comprehensive Wellness Program

• 401(k) Retirement Plan

• Life and Disability Plans

• Vacation, Holiday, Sick, and Personal Time Off

• Spending Accounts

• Pet Insurance

• Bonus Program

• Comprehensive Onboarding Program

• Continuing Education / Personal Development Programs

• Flexible Work Arrangements

• Employee Engagement Events

• Dress for Your Day Dress-Code

• Service Awards

Position Purpose and Goal :

The Team Lead ensures our clients receive exceptional service that drives our new business revenue and client retention goals. You will oversee your client support team, providing expertise, leadership, and mentorship to achieve their individual and team goals. As an integral part of the PL leadership team, you will collaborate in creating our strategic action plan and implement the tactical plan to achieve our vision and meet our established rocks and goals.

P rimary Duties and Responsibilities :

• Oversees theclient supportteam andensurestheyprovidean exceptional client experience.

• Provides ongoing learning initiatives and coaches team members on best practices.

• Providesongoingfeedback and quarterly reviews that ensure verifiable improvements in productivity.

• Support account managers on unique risk needs and assist with backup on department inbound calls. Delegate team members' workloads accordingly in their absence.

• CommunicateregularlywiththeOperations Managerto ensure a consistent, high-level experience for our colleagues and clients.

• Performs client surveys and keeps records of interactions for trainingpurposes.

• Resolve complex client problems or disputes in a professionalmanner.

• Create and monitor departmental reports to determine whether KPIs are being met and where there is room forimprovement.Audit the management system on aweekly basis.

• Playsanintegral role in carrier relationships and management of resourcesto balance new business allocation appropriately.

• Further builds and strengthenscross-departmentalrelationships to ensure a consistent high-level experience for our colleagues and clients.

• Buildsand maintainsrelationships withunderwritersand carrier representativesto ensurepredictable and consistentresolutionof identified issues.

• Utilizesourprocessing team and carrier service centersbased on agency procedural standards.

• Assess claimsrequestsand advisetheclient onthebest course of action. Works asaliaison between our client and carrier claims department to ensurea satisfactoryresolution.

• Review client phone calls to ensure the highest level of customer service provided to our book of business.

E xperience and Educational Requirements :

• High school diplomarequired, and associate degree preferred

• Demonstrated proficiency in a previous customer service or account management role

• Previous experiencein financial services, banking, or insurancepreferred

• Valid Michigan Property/Casualty insurance license

M inimum Skills, Knowledge & Ability Requirements :

• Strong communication skills, both verbal and written.

• Superior customer service and problem-solving skills

• Proficient with computer systems, including but not limited to Microsoft Office and EPIC

• Strong contributor in a team environment

• Maintains a high level of personal accountability

• Organized and able to focus on the task at hand

• Reliable with a strong work ethic

• Professional appearanceis a must

• Maintains active insurance license andactivelyparticipates in department meetings.

Department Account Management & Service

Required Experience:

Required Travel:

Required Education:

HUB International Limited is an equal opportunity 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.

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