Associate Producer – Private Equity Practice
HUB International’s Private Equity Practice is seeking an Associate Producer to help scale a $4M+ practice that serves PE funds and their portfolio companies across commercial insurance, employee benefits, and retirement plans. This is not a traditional insurance role. It is a high‑growth position built around sales support, systems building, and client service excellence within one of the most sophisticated buyer segments in the market.
Responsibilities
- Build polished, client‑ready presentations, pitch decks, and proposals from start to finish.
- Prepare meeting materials and follow‑up communications for PE fund meetings and portfolio company engagements.
- Manage ongoing client service coordination across property & casualty, benefits, and retirement plan workstreams.
- Represent the practice in client‑facing interactions with PE partners, associates, and portfolio company leadership.
- Collaborate with internal teams, including service teams and other specialists, to bring the best resources HUB has to clients.
- Track deal pipelines, manage CRM activity, and ensure nothing falls through the cracks during active deal cycles.
- Design and build AI‑powered research workflows using tools like Claude, PitchBook, and CRM platforms to identify target funds and portfolio companies.
- Create automated processes for market research, competitive intelligence, and prospect identification that scale beyond manual effort.
- Develop and maintain marketing content, social media presence, and outbound campaigns using technology‑driven approaches.
- Continuously improve operational efficiency by identifying manual processes that can be systematized.
- Shadow the Practice Leader in client meetings, deal negotiations, and relationship‑building engagements.
- Develop fluency across commercial insurance, employee benefits, and 401(k)/retirement plan products as they apply to PE transactions.
- Learn how insurance integrates into the M&A process: due diligence, post‑close onboarding, and ongoing portfolio management.
- Progress toward independent production, taking ownership of smaller accounts and eventually building your own book of business.
Requirements
- 3–5 years of professional experience in a demanding, client‑facing, analytical, or sales support role.
- Exceptional work ethic; respond during off hours to keep deals moving forward, including weekends.
- Technical proficiency in creating professional presentations, written communications, and client‑ready deliverables.
- Critical thinking and independence; identify problems, propose solutions, and execute without constant direction.
- Professional presence; can walk into a meeting with a sophisticated client and hold your own.
- Intellectual curiosity and a bias toward learning. Insurance and PE knowledge are teachable—hunger is not.
- Problem‑solving ability and creative thinking within the framework of M&A deals and a corporate structure.
- Self‑starter who is not afraid to ask questions.
- Patience to learn the process and develop.
Not Required
- Insurance industry experience or licenses (these will be obtained post‑hire).
- Private equity or M&A technical knowledge (this is learned on the job).
- A specific academic background—what matters is how you think, not what you studied.
What We Offer
- Direct mentorship from a top‑producing PE insurance specialist.
- Exposure to one of the most sophisticated buyer segments in the insurance industry.
- A clear, transparent path from associate to producing partner with real income upside.
- Entrepreneurial environment within a large platform—build something meaningful without startup risk.
- Comprehensive benefits including health, dental, vision, and 401(k).
- Flexibility earned through performance—results matter more than rigid schedules.
- Expected salary range: $88,500 - $110,000 (adjusted by experience, location, and business line).
HUB International 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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