Strategic Resource Manager

Ignite your potential. Impact what matters.

Hi, we’re HUB – a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a difference. Where pushing ourselves forward helps us give more to others.

When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you’re ready for tomorrow.

The Opportunity!

The Strategic Resource Manager (SRM) will be a dynamic, self-driven individual playing a vital role in the growth and development of our operations and sales culture. Reporting to the Chief Sales Officer (CSO), the Strategic Resource Manager will support our dedicated team of sales Leadership and Producers to achieve their goals by educating Producers on the tools and resources HUB has to offer, all while highlighting HUB’s unique capabilities. The Strategic Resource Manager will also generate leads via various tools to increase Producers’ ability to close business and focus on selling. The overall goal of the SRM is to drive and support organic growth.

Scope of Responsibilities

Sales Enablement, Operations & Reporting

• Local ownership of HUB CRM System, Microsoft Dynamics, managing monthly and annual sales reports, sales contests and maintaining integrity of data.
• Review actionable and accurate sales reports and dashboards for CSO, regional leadership, and Producers
• Own the end-to-end process of tracking the sales pipeline and operational metrics delivering regular insights to the business; define and deliver techniques to improve the sales reporting process to CSO and regional leadership
• Work closely with Operations team to maintain and improve data integration and integrity across CRM and Broker Management systems
• Assist with development of scrubbed lead lists, RFPs, capabilities presentations, and benchmarking reports.
• Drive leads with Producers.

Technology Tools and Resources

• Main point of contact for all Producer- and Client-facing sales tools & resources
• Present in-person and webinar-hosted training sessions for individual Producers and regional office locations
• Support M&A efforts in region including onboarding, migration efforts and data
• Follow documentation on sales processes, policies and provide relevant sales training materials to assist with onboarding new Producers
• Main point of contact for HUB intranet system assisting with navigation and management of regional content
• Work with CSO to on-board new Producers and acquired offices to promote their joining HUB

Communications

• Partner with corporate Marketing & Communications in the execution of advertisements, microsites, email blasts, and enhancement of Producer social media presence
• Content management of local resources, sell sheets, placemats, and other sales collateral for regional needs and specialties
• Coordinate with marketing for planning and logistics of all local marketing events and seminars
• General problem solver and navigator for employees looking for HUB resources

What you will bring to the role –

• Proficient to advanced skills in Microsoft Office Suite products--Microsoft Excel skills required
• Experience with a CRM system, preferably Microsoft Dynamics
• Strong technology literacy with ability to quickly and easily learn new software/systems
• Sales mentality, desire to win, ability to understand numbers and need for delivering those numbers
• Self-starter, highly autonomous, able to take ownership of projects from planning through to execution with broad direction
• Strong data management and analytic skills
• Creative critical thinker and problem solver, breaking complex issues into simple solutions
• Exceptional communicator and presenter with sales teams, account team, leadership, and technical resources
• Highly organized master of multi-tasking with an inherent sense of urgency
• Understanding of the insurance industry and sales processes.
• Good rapport with Leadership and Producers – they are your customers!

Why Join HUB?

• An exceptional, welcoming, and inclusive company culture.
• Excellent compensation, benefits, RRSP match, referral incentives, and company perks.
• Work flexibility.
• Paid educational training and vast learning opportunities.
• Room for advancement and growth within the organization.
• Paid day off for your birthday – we want to celebrate you!

What makes us different than all the rest?

Our Vision: To be everywhere risk exists – today and tomorrow. Helping protect what matters most.

Our Mission: To protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow and make a difference in their communities.

Our Core Values:

• Entrepreneurship: We encourage innovation and educated risk-taking.
• Integrity: We do the right thing every time.
• Teamwork: We work together to maximize results.
• Accountability: We measure and take responsibility for outcomes.
• Service: We serve clients, communities, and colleagues.

Ready to join HUB and build a career in a rapidly growing industry? Apply today for the Strategic Resource Manager opportunity at our Calgary Fisher Street branch locations!

Department SalesRequired Experience: 2-5 years of relevant experienceRequired Travel: Up to 25%Required Education: High school or equivalent