Strategic Resource Associate

Ignite Your Potential. Impact What Matters.

When you join the team at HUB International, you become part of the 5th largest 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 19,000 professionals in 550 offices across North America. You will be able to actively contribute to our track record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB’s entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent!

The Strategic Resource Associate (SRA), Pipeline Coordinator is a member of the Sales Strategy and Operations team and has a direct impact on the success of HUB’s sales organization. The Pipeline Coordinator ensures the accuracy and effectiveness of the regional sales pipeline by leading pipeline reviews, tracking opportunity data, and collaborating with the Director of Sales Strategy and Operations and Chief Sales Officer to provide actionable insights on deal progression. This role maintains data quality in HUB’s CRM platform, CORE, and addresses data gaps to ensure alignment with regional sales goals. The Pipeline Coordinator also supports our executive team in Mergers and Acquisition (M&A) efforts by managing M&A pipeline and performing ongoing agency research to align with HUBs M&A strategy. This is an exciting role for someone who is interested in sales operations and has a desire to learn and grow.

Scope of 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

Desired Skills & Experience:

• High School diploma or equivalent; AA and/or college degree preferred
• Desire to be part of a team that facilitates the success of HUB’s sales team
• Ability to effectively communicate and collaborate with producers and executive leadership
• High attention to detail with the ability to accurately support databases
• Experience or familiarity with CRM tools, such as Microsoft Dynamics a plus (not required)
• Exceptional communicator with customers, sales teams, and technical resources
• Creative critical thinker and problem solver, breaking complex issues into simple solutions
• Competent and comfortable with technology; demonstrated proficiency with computer systems, including but not limited to Microsoft Office
• Comfortable working in a fast-paced setting, with proven ability to take initiative
• Ability to work in a cross functional team environment
• Strong interpersonal skills

Position Type: Full-Time/Regular

Department MarketingRequired Experience: Less than 1 year of relevant experienceRequired Travel: NegligibleRequired Education: High school or equivalent

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> .

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