Producer Resource Coordinator Job at HUB International in South Portland

About HUB

Join our Stevie Award Winning Team at HUB International!

When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 14,000 professionals in 500 offices across North America.

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.

We currently have an opportunity for a Producer Resource Coordinator.

This position encompasses three main components: Administrative Sales Support functions; Education & Technical Learning and Ongoing Mentoring.

Responsibilities

Administrative Sales Support

• Partner with a Producer to handle administrative tasks that support the sales process, with the main goal of increasing efficiency and productivity so producers can focus on selling.
• Interact internally with departments such as Accounting, Marketing and Service across HUB’s national footprint.
• Onboarding: be trained on systems and where to go for support during the process.
• Provide ongoing assistance to colleagues using sales tools and resources, including:

• Be a proficient user of MS Dynamics CRM (CORE) and HUB’s revenue tracking system EPIC for managing the Producer’s pipeline of opportunities.

• Manage and monitor the Producer dashboard and revenue tracking from various payment sources across P&C, Benefits and Broker Dealer, and between HUB regions.

• Manage the HUB region-to-region handshake, prepare monthly reports, and perform ad hoc marketing tasks related to sales and marketing presentations (e.g., RFP support and presentation support).

• As training progresses, assist with insurance forms, client data collection, invoicing, and tracking revenue until it is verified complete.

• Assist with organizing and attending Producer meetings as appropriate; take notes and participate, with responsibility for client and prospect follow-up under supervision.

• Report progress to the CSO and Producer periodically, and discuss changes to support growth trajectory.

• Research, recommend and implement special projects and initiatives such as prospect research using web tools, LinkedIn and Sutton Place (online CRM of private equity deals).

• Collaborate with HUB colleagues on all aspects of sales enablement and establish positive working relationships internally and externally to achieve goals.

• Support additional sales functions as they arise; occasional off-hour work may be required with a commitment to work-life balance.

Education & Technical Learning

At HUB, knowledge and education support employee development. Training will include HUB-sponsored sessions to learn the technical aspects of commercial insurance, plus ad hoc external opportunities sponsored by partner carriers.

• Within the first six (6) months, obtain your Property & Casualty License, including training and exam preparation.

• Seek additional work projects to enhance understanding of insurance, including ad hoc projects or third-party programming.

• Engage with HUB specialists (e.g., Management Liability, Cyber, Workers’ Compensation) and explore Health & Benefits and Retirement Planning to understand related issues.

Mentoring

You will be mentored by experienced producers in New England. You will have opportunities to listen, participate, and ask questions to understand the sales process and client interactions.

Department: Account Management & Service

Required Experience: 1-2 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.

HUBRecruiting@hubinternational.com

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