Strategic Resource Manager

ABOUT HUB:

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing 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.

POSITION SUMMARY:

The Strategic Resource Manager (SRM) plays a vital role in the growth and development of our sales culture in the Los Angeles / Orange County (LAOC) region of HUB International. The SRM reports to the Lead SRM. Additionally, the SRM works hand in hand with the sales enablement team located at HUB corporate headquarters in Chicago to deliver ongoing sales initiatives, product roll outs and ongoing training.

The SRM promotes HUB International's creative and administrative marketing solutions to help generate new business and increase client retention. The SRM is responsible for educating the internal HUB team as well as clients on the tools & resources that we have to offer, while finding innovative ways to showcase our unique capabilities.

Administrative

• Work collaboratively with others to achieve goals;

• Support the Sales Enablement team in overall initiatives

• Establish and maintain positive working relationships internally and externally to achieve the goals of the LA/OC Region’s Senior Leadership Team and the organization.

• Manages development of lead lists, request for proposals (RFPs), presentations, benchmarking reports, sell sheets and any additional sales or marketing collateral on an as need basis

• Work with SRMs regarding data needed for acquisition onboarding efforts and data imports to our CRM system;

• Administrator of SRM/Sales tools & resources

  • Includes adding / deleting users

  • Management of training for internal team / external clients

  • Responsible for any upgrades / changes in tools and will relay information/host trainings on these to the greater group

  • Reporting

  • Troubleshooting

  • Tracking Utilization of Products

• Serves as a general problem solver and navigator for employees looking for HUB resources

 Marketing

• Will be subject matter expert of all sales & marketing related tools and resources provided by HUB

• Support corporate Marketing & Communications as well as the Regional Marketing Team in the creation of and execution of advertisements, microsites, email blasts, etc.

• Become the subject matter expert of Amplify (internal social media tool) and offer trainings and support for team on product

• Execute needs via Workfront as needed

• Support Producers in growing their social media presence via LinkedIn / Twitter

• Create presentations, ads, flyers, sales sheets, placemats, event invites, event registrations, landing pages, etc. as needed

• Manages Hub LAOC participation at tradeshows, conferences, on-site client events (i.e. open enrollment events), etc.

Technology Tools and Resources

• Will become a subject matter expert of the HUB Customer Relationship Management (CRM) software database management tool (CORE)

• Support all technology tools and resources

  • Manage the onboarding/access to tools

• Serves as the main point of contact for needs / training for the HUB intranet system (Seismic) assisting with navigation and training of site to HUB employees in the LA/OC region

• Test and/or vet new technologies and applications to support sales enablement & SRM team

Factors for Success

• Bachelor’s degree from an accredited university preferred

• 3-5 of relevant job experience

• Previous experience working in a position focused in sales or marketing

• Ability to work in a team environment that is cross-functional

• Professional, credible and detail oriented with a high sense of urgency

• Comfortable working in a fast-paced setting, with proven ability to take initiative

• Proven organizational skills (master of multi-tasking) with an inherent sense of urgency

• Sales support mentality/desire to win/ability to understand numbers and communicate them effectively

• Be a persistent, creative problem solver

• Competent and comfortable with technology

• Ability to effectively present information in easy to digest formats to team leadership and sales teams

• Understand business needs and know how to create the processes and tools to manage them.

• Creative critical thinker and problem solver, breaking complex issues into simple solutions

• Demonstrated oral and written communication skills with the ability to effectively interact with customers, sales teams, and technical resources

• Experience working in customer service or position focused in customer relationship skills

• Demonstrated computer proficiency with Microsoft Office Suite products Advanced Excel Skills including V-Lookups, Macros, Power Query suggested

• Experience with managing or utilizing client relationship management (CRM) software; Dynamics 365; PowerBi; PowerAutomate; Excel; and PowerPoint

** Position can be considered a hybrid opportunity (2-3 days in-office) **

• The expected salary range for this position is $64,480 to $85,000 andwill be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disabilityinsurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

• QUALIFICATIONS:

• High School / GED

• 2+ years of related compliant Medicare insurance sales and service experience

• Life & Health License

• AHIP Certified

• Contracted with various Medicare Carriers

KNOWLEDGE / SKILLS / ABILITIES:

• Comprehensive knowledge of carrier strengths and networks.

• Ability to effectively and professionally communicate orally and in writing with internal and external customers.

• Desire to learn and grow within the insurance industry.

• Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.

• Confidence and demeanor to effectively interact with all levels within the organization.

• Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.

• Computer skills: proficiency with Microsoft Office Suite and Outlook.

• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

WORKNG CONDITIONS AND PHYSICAL DEMANDS:

• This position primarily involves remaining in a stationary position for the majority of the workday.

• The person in this position frequently communicates with colleagues and clients both in person and on the telephone; must be able to communicate and exchange accurate information.

• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.

• The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

WHY CHOOSE HUB?

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.

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at  http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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LIKE US SO FAR?

Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.  Apply online today

Department Business OperationsRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: Bachelor's degree (4-year degree)

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.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.