Carrier Resource Manager

Carrier Resource Manager

The Carrier Resource Manager serves as the primary liaison between HUB International and insurance carrier partners. This role is responsible for managing all aspects of carrier relationships, including appointments, contracts, communications, and resource coordination. The position supports the regional Chief Marketing Officer and works cross-functionally with operations teams to ensure seamless carrier administration and maximize the value of carrier partnerships for all lines of business.

Duties and Responsibilities:

1. Develop and maintain positive relationships with carrier representatives, underwriters, account managers across all lines of business and serve as primary point of contact for carrier inquiries, communications, and document requests
2. Coordinate and schedule carrier visits, meetings, presentations, appreciation activities, and recognition events
3. Process carrier appointment paperwork for new and existing producers; manage agent IDs, producer codes, and appointment renewals
4. Administer access to carrier portals and websites, including login management, password resets, and user permissions for all team members
5. Maintain comprehensive carrier contact database and organized electronic filing system for carrier documents and contracts
6. Assist Chief Marketing Officer with carrier contract paperwork, renewals, and updates to existing contracts
7. Download and submit monthly carrier production reports to designated vendors for contingency tracking
8. Monitor carrier placement trends, premium volume, and assist with profit share reviews and status updates
9. Support data gathering for Critical Path meetings with producers
10. Identify and communicate carrier-sponsored continuing education opportunities; coordinate training sessions, webinars, and specialized designation programs
11. Coordinate bi-annual partner promotions and carrier campaigns; manage carrier recognition programs
12. Monitor and respond to carrier-related group email inquiries; route communications to appropriate team members
13. Navigate and communicate changes due to carrier mergers, acquisitions, and organizational restructuring
14. Coordinate with licensing team on compliance issues; serve as backup for licensing, surplus lines, and other operational processes as assigned
15. Assist with coordination of team events, meetings, and culture activities
16. Contribute to a positive team environment by maintaining high standards of integrity and work quality; proactively identify opportunities for process improvements

Key Competencies:

• Teamwork Supports all organizational departments in a collaborative effort for everyone to succeed.
• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
• Initiative Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
• Quality Management Demonstrates attention to detail.
• Project Management Ability to lead and contribute team and adhere to deadlines

Qualification Requirements:

To perform this job successfully, an individual 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.

Experience and Education:

• Bachelor's degree preferred.
• High school diploma or equivalent required
• At least 3 years of experience in an Account Manager, Account Administrator, or operations role in an insurance brokerage environment
• Previous experience working with property and casualty operations preferred
• Experience with Epic, Monday.com, or other insurance management software preferred
• P&C License required or able to obtain within 120 days from hire

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events.

Other Requirements:

Must hold a valid Driver's License

Dependable transportation

Communication/Language Skills:

• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively customers and teammates.
• Bilingual in English and Spanish a big plus.

Math Skills:

• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

Reasoning Ability:

• Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills:

• To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (EPIC) for premium efficiency with your team.

HUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance.

Join the HUB team! Apply today!

Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent

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.