Marketing Associate

HUB International • Bellaire, TX

10d • $60,000 - $75,000

About The Position

The Marketing Associate supports wholesale insurance marketing operations for Specialty Program Group – Wholesale, a subsidiary of Specialty Program Group LLC. The role handles renewal activity, quote processing, binding documentation, reporting, appointments, and general office operations. It works closely with agents, marketing representatives, account executives, customer service representatives, and support staff, and provides cross-functional and onboarding support as needed.

For renewals, the associate initiates preliminary work 90 days ahead for accounts under $100,000 in premium and 120 days ahead for accounts exceeding $100,000. The role solicits submissions, issues renewal letters and supplemental applications, checks submissions for completeness, selects appropriate markets, organizes responses, records activity in ImageRight, and helps obtain market access when an account is marked Prior/Blocked. The associate manages accounts with premiums under $10,000 per line from solicitation through binding, while escalating larger lines and non-renewal accounts to the marketing representative.

The associate processes all new and renewal quotes for the office, coordinates assistance with Kinsale quotes during high-volume periods, requests status updates on quotes being worked by others, and provides risk analysis and other support as needed. For binding, the associate converts approved quotes in AIM to Bind Requests, uploads related documentation to ImageRight, and verifies the relevant account team assignments in AIM.

Administrative and operational work includes maintaining spreadsheets, monthly lost-account and expiring-account reports, and underwriter contact lists; overseeing agency and carrier appointments; coordinating the addition of missing markets and risks in AIM; responding to report requests; supporting office needs and distressed accounts; addressing IT issues within the role’s capability; assisting with new-hire onboarding and training; and maintaining the shared calendar for approved PTO and specified team dates.

The expected salary range is $60,000–$75,000. HUB International states that it offers comprehensive benefits and total compensation that may vary by employment status, role, location, and eligibility.

Responsibilities

• Initiate preliminary renewal activity 90 days in advance for accounts under $100,000 in premium and 120 days in advance for accounts exceeding $100,000 in premium.
• Identify and select appropriate markets for renewal accounts.
• Schedule submissions to go to market at 11:00 PM.
• Organize and categorize market responses, including clearances, declines, prior statuses, and requests for additional information, and distribute them to the assigned marketing representative.
• Enter submissions into ImageRight to facilitate marketing representative follow-up on outstanding market responses.
• Contact agents to request a Broker of Record letter when an account has a Prior/Blocked status.
• Manage accounts with premiums under $10,000 per line from solicitation through binding, and escalate individual lines exceeding $10,000 to the marketing representative.
• Refer accounts subject to non-renewal to the marketing representative.
• Solicit renewal submissions from agents 120–150 days in advance.
• Issue renewal letters with the corresponding supplemental application.
• Log submissions in ImageRight so marketing representatives can follow up on outstanding items.
• Review received renewal submissions for completeness and forward them to the marketing representative.
• Support marketing representatives in obtaining option quotes, incumbent quotes, and other assistance during renewals.
• Verify that the correct Account Executive, Marketing Representative, and CSR are reflected in AIM when generating renewal reports.
• Process all new and renewal quotes for the office.
• Coordinate with the team to assist with Kinsale quotes during high-volume periods.
• Request status updates on new business quotes being worked by Keith or Tommy.
• Deliver risk analysis on assigned accounts and provide additional support to marketing representatives as needed.
• Convert approved quotes in AIM to Bind Requests for processing by Leslie or Marisela.
• Upload binding-related documentation to ImageRight, including agent requests and submissions to the carrier.
• Verify that the correct Account Executive, Marketing Representative, and CSR are reflected in AIM.
• Maintain and update the Invoice Data spreadsheet on an ongoing basis.
• Maintain the monthly lost accounts report and keep the underwriter contact list current.
• Manage all expiring account reports and coordinate with Cassandra and Machielle as needed.
• Oversee agency and carrier appointment processes, including new appointments for both.
• Coordinate with support staff to add missing markets and risks in AIM.
• Prepare reports requested by brokers or marketing representatives.
• Maintain working knowledge of organizational roles to provide cross-functional support.
• Assist with office needs, including materials, supplies, vendor payments, issue resolution, and team events.
• Provide support on distressed accounts requiring additional team assistance.
• Address IT-related issues within the scope of capability.
• Assist with onboarding and training new hires.
• Maintain a shared calendar reflecting approved PTO, company holidays, team birthdays, and work anniversaries.

Benefits

• Comprehensive health, dental, vision, life, and disability insurance may be included, depending on eligibility.
• Flexible spending account (FSA) and health savings account (HSA) options may be included.
• 401(k) accounts and retirement savings matching.
• Paid time off and generous paid time off benefits.
• Paid parental leave.
• Wellbeing program.
• Company-paid life and disability plans.
• Eligible bonuses, equity, and commissions may be available for some positions.
• Structured training, licensing support, and ongoing development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed