Client Services Director
Listed on 2026-06-26
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Management
Operations Management, Project & Program Management, Business Analyst
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 provides 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.
WhyHUB
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.
We Are The Perfect Fit If You- are seeking a progressive work environment at a rapidly growing organization
- have a desire to help others protect their future
- have an entrepreneurial spirit and are challenged by the opportunity to grow the business
- are focused on learning and development to enhance your industry knowledge and expertise
- are a self-starter willing to invest time and energy to learn the technical aspects of our business
- believe in integrity and building success by developing relationships with others
- Manages a team of employee benefits service staff including Account Executives, Account Managers, and Operational staff.
- Guides team on work quality, client-facing standards, and internal expectations; identifies and acts on coaching and training opportunities.
- Manages performance and conduct matters with appropriate documentation, HR partnership, and consistent application of expectations across the team.
- Conducts annual performance reviews for all direct reports; assists in annual human capital budgeting and ongoing operational expense monitoring.
- Fosters a positive, collaborative working environment that supports strong client service and producer outcomes.
- Leads organizational change initiatives including team restructuring, role integration, and process adoption; manages the cultural and operational transitions required to execute successfully.
- Develops and executes training programs for new products, services, systems, and procedures; sets departmental standards and periodically audits for compliance and coaching opportunities.
- Communicates goals, vision, and directives from HUB leadership clearly and consistently across the team.
- Owns primary oversight of project management processes and maintains department-level KPI dashboards to track team performance and operational health.
- Leads adoption of core technology platforms (such as Benefit Point, , Zywave, Employee Navigator, Plansight) through system launches, structured training, and ongoing optimization.
- Identifies operational gaps and stands up cross-functional project teams to drive process improvement from scoping through implementation.
- Builds scalable, documented workflows and SOPs that reduce single-person dependencies and support sustainable team growth.
- Conducts strategic book-of-business analysis to align account assignments across producers, AEs, AMs and other support staff; balances revenue, client complexity, funding type, renewal distribution, and relationship continuity.
- Performs quarterly audits of book gains/losses;…
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