Select Business Sales Associate

HUB International•San Ramon, CA

4d•Onsite

About The Position

The Select Business Sales Associate is a structured production development role designed for individuals who have demonstrated prospecting instincts and client-facing capability and are ready to build a book of business with focused support and mentorship. The primary focus of this role is new business production, with service exposure structured to build the foundational knowledge required for long-term validation. The Select Business Development Director oversees pipeline activity and new business development efforts. The role carries a dotted-line relationship to Commercial Lines, with the Select Client Service Manager overseeing service deliverables and book size management for the assigned account group. The anticipated minimum duration for this role is two years, which ensures the individual has sufficient time to develop core competencies, build a book of business, and participate in at least one full renewal cycle.

Requirements

High School Diploma / GED required
2–4 years of professional experience
insurance industry experience required
Property & Casualty license required or willingness to obtain within 3 months
Non-resident producer license in California required or willingness to obtain prior to working live accounts
Desire to learn and grow within the insurance industry with a commitment to a long-term career in production.
Growth mindset, curiosity, and a willingness to learn from others and apply feedback.
Ability to effectively and professionally communicate orally and in writing with internal and external customers.
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Professional presence and ability to effectively interact with all levels within the organization.
Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
Critical & Analytical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Computer skills: proficiency with Microsoft Office Suite and Outlook; CRM experience preferred.
Recognizes how daily tasks fit into the big picture.
Engages in learning and development using a growth mindset.
Understands the principles and procedures of the business.
Looks for ways to improve efficiencies and generate revenue.
Recognizes the need to adapt and respond to change.
Works collaboratively with others to achieve common goals.
Communicates clearly and openly.

Nice To Haves

Bachelor’s degree preferred
CRM experience preferred

Responsibilities

Proactively identifies and cultivates new select commercial client relationships through networking, referrals, and targeted prospecting efforts.
Manages a pipeline of self-generated and assigned opportunities; tracks and documents all activity in CRM.
Partners with Sales Leaders to align prospecting efforts with CNC house account strategy and small business targets.
Prepares and presents quotes, proposals, and marketing materials to support new business development efforts.
Presents HUB’s value proposition in a clear, consultative manner during client and prospect meetings.
Participates in client meetings, presentations, and internal sales strategy sessions.
Collaborates with internal departments, including Employee Benefits and Risk Placement, to support cross-sell opportunities.
Works toward defined production milestones and book size targets aligned to graduation criteria.
Shadows and supports the Select Client Service Manager and account management team to develop working knowledge of the renewal cycle, policy administration, and book management.
Supports service teams in basic policy administration tasks, including certificates of insurance, endorsements, and coverage changes.
Observes and learns the account management process, including risk and safety, claims management, renewals, and client retention strategies; directly coordinates to ensure client service needs are promptly and professionally delivered.
Researches insurance markets and carrier options for new business opportunities.
Participates in structured training programs, sales development workshops, and industry sessions.
Learns the core components of insurance products, sales strategy, and client relationship management.
Builds foundational sales and service skills under the leadership from the Select Business Development Director and Select Client Service Manager.
Updates internal systems with accurate, timely information.
Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact the development of new business or sales and marketing strategies.
Performs other duties and projects as assigned.