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Full-Time

Strategic Resource Associate

Pipeline Coordinator

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consumer Software
Fintech

Entry

Chicago, IL, USA

Category
Inside Sales
Sales & Account Management
Requirements
  • High School diploma or equivalent; AA and/or college degree preferred
  • Experience or familiarity with CRM tools, such as Microsoft Dynamics a plus (not required)
  • Competent and comfortable with technology; demonstrated proficiency with computer systems, including but not limited to Microsoft Office
  • Less than 1 year of relevant experience
Responsibilities
  • Lead monthly pipeline review meetings with producers to ensure accuracy and completeness of pipeline information in HUB’s CRM, CORE
  • Support data integrity of CORE, ensuring all necessary fields are consistently and accurately updated. Perform regular audits to ensure all pipeline data reflects reality
  • Work with Director of Sales Strategy and Operations and Strategic Resource Manager on all reporting and insight needs
  • Partner with producers, field marketing, and others to support marketing and lead generation initiatives
  • Act as a primary point of contact and regional expert on CORE
  • Update and manage M&A lead list
  • Identify and research competitor agencies as M&A prospects
  • Work with SRM, executive leadership, and others regarding data needed for new producer and M&A onboarding efforts and data imports CORE
  • Act as a primary point of contact for Midwest West sales team on all sales tools and resource needs

Company Stage

N/A

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • HUB's strategic leadership appointments, like Tim DeSett and Lauren Melzer, indicate a strong focus on growth and innovation.
  • The company's continuous expansion through acquisitions suggests robust financial health and a commitment to broadening its service offerings.
  • HUB's emphasis on personalized solutions, such as the clinical informatics resources for employee benefits, enhances its appeal to a diverse client base.

What critics are saying

  • Frequent acquisitions may lead to integration challenges and potential cultural clashes within the organization.
  • The competitive insurance brokerage landscape requires HUB to continuously innovate to maintain its market position.

What makes HUB unique

  • HUB International's aggressive acquisition strategy, including recent purchases of Wade Associates and WestStar Insurance, positions it as a dominant player in the insurance brokerage market.
  • The introduction of HUB Infused Analytics™ Data Suite for personalized employee benefits showcases HUB's commitment to leveraging data analytics for client advantage.
  • HUB's expansion into niche markets, such as aviation risk advisory services for affluent clients, differentiates it from traditional insurance brokers.

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