Producer Resource Coordinator

HUB International•Wilmington, MA

2d•$21 - $31•Hybrid

About The Position

At HUB International, we are more than an insurance brokerage firm; we are a community of entrepreneurs driven by purpose and passion. We help individuals, families, and businesses protect what matters most by providing insurance, retirement, and wealth management products and services. We invest deeply in our people, empowering them to learn, grow, and make an impact. As one of the world's largest insurance brokers and a Stevie Award-winning workplace, HUB offers a blend of big-company resources and entrepreneurial spirit, with over 20,000 professionals across 570+ offices in North America. We are looking for a Producer Resource Coordinator to join our Commercial Lines team.

Requirements

Willingness to learn.
Willingness to ask questions.
Team player.
Post-Secondary Degree/Diploma in Business Administration
No prior professional work experience required.
Intellectually curious, driven to learn, resourceful
Advanced Proficiency in MS Office: Word, Excel (pivot tables, V-Lookup, graphs), PowerPoint, Outlook
Technically savvy - ability to quickly learn, use and train on various systems e.g. CRM
Strong interpersonal, verbal and written communication skills
Must excel in a multi-deadline, fast-paced environment; excellent organizational, prioritization skills
Ability to be proactive, anticipatory, and handle confidential material
Ability to work independently and in a collaborative team
Strong attention to detail
Customer focused
Within the first six (6) months, must obtain your Property & Casualty License.
Attend training and exam preparatory classes for P&C License.

Nice To Haves

Request additional work projects that will enhance understanding of insurance.
Attend 3rd party sponsored programming.
Spend time with HUB specialists (e.g., Management Liability, Cyber, Worker’s Compensation).
Attend, inquire, and learn about Health & Benefits and Retirement Planning.
Listen, participate, and ask questions from experienced producers.
Understand what the sales professional is thinking, why, and what they hoped to achieve.
Learn how to prospect and build a pipeline.
Learn how to prepare for a meeting.
Learn how to write a business email communication.
Learn how to handle objections.
Learn when to stop chasing a deal.
Understand the importance of timing follow-up.
Learn how to network and build relationships with centers of influence.
Learn how to identify "time wasters".
Learn how to read the room, when to push and when to ease back.
Learn how to advocate internally and externally for your client.
Learn how to anticipate.
Learn how to have fun and enjoy the sales process.
Learn how to avoid common producer mistakes.
Learn how to stay resilient through sales ups and downs.
Learn the steps and hard work to become a successful Producer.
Understand the importance of acknowledging your team.
Join the Producer on calls initially to listen, learn, and ask questions afterward.
Manage certain client and advisor relationships as proficiency grows.
Learn how to develop new business opportunities while servicing existing accounts.

Responsibilities

Partner with Producer(s) to handle administrative tasks supporting the sales process, increasing producer efficiency and productivity.
Interact internally with departments such as Accounting, Marketing, and Service, including departments across HUB’s national footprint.
Provide ongoing assistance to colleagues using various sales tools and resources, becoming a proficient user of MS Dynamics CRM (CORE) and HUB’s revenue tracking system (EPIC).
Manage and monitor Producer dashboards and revenue tracking from various payment sources across P&C, Benefits, and Broker Dealer, as well as between HUB regions.
Manage and monitor the HUB region-to-region handshake agreement.
Prepare monthly reports as needed.
Perform ad hoc marketing tasks related to sales and marketing presentations, including RFP support and presentation support.
Complete insurance forms, assist Producers in obtaining client data, manage the invoicing process, and track revenue until verified completion.
Assist with the organization of and attend certain Producer meetings, taking notes and participating in client and prospect follow-up under supervision.
Report progress to the CSO and Producer on a periodic basis, discussing any necessary changes for growth trajectory.
Research, recommend, and implement special projects and/or initiatives such as prospect research using tools like LinkedIn and Sutton Place.
Collaborate with HUB colleagues on all aspects of sales enablement.
Establish and maintain positive working relationships internally and externally to achieve Producer and organizational goals.
Handle other sales support functions as they arise.
From time to time, may require off-hour work based on client and producer needs, with efforts to maintain work-life balance.

Benefits

Medical, Dental, Vision, and Prescription Drug Coverage
Health Plan Reimbursement Program
Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
401(k) Savings Plan
Life and Disability Plans
Long-Term Care
Employee Assistance Program (EAP)
Comprehensive Wellness Program
Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
Low-Cost Loan Program and Student Loan Resources
Vacation, Holiday, Sick, and Personal Time Off
Flexible Work Arrangements
Dress for Your Day Policy
Comprehensive Onboarding and Continuing Education