Producer Resource Coordinator

Hub International Insurance•Wilmington, MA

14h

About The Position

This position encompasses three main components: Administrative Sales Support functions; Education & Technical Learning and Ongoing Mentoring. The Producer Resource Coordinator will be partnered with a Producer(s) to handle many administrative tasks that support the sales process, aiming to increase the producer(s) efficiency and productivity. The role involves interacting internally with various departments across HUB’s national footprint, including Accounting, Marketing, and Service. Training will be provided on systems and support resources. The role also includes educational and technical learning aspects, with participation in HUB-sponsored training sessions and ad hoc external educational opportunities. Within the first six months, the individual must obtain their Property & Casualty License. Finally, the role involves mentoring from successful producers, offering opportunities to learn prospecting, pipeline building, meeting preparation, client communication, objection handling, and relationship building.

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
1-2 years of relevant experience

Nice To Haves

High school or equivalent

Responsibilities

Provide ongoing assistance to colleagues using various sales tools and resources.
Be a proficient user of MS Dynamics CRM (CORE) and HUB’s revenue tracking system (EPIC) for managing the Producer’s pipeline of opportunities.
Manage and monitor Producer dashboard.
Manage and monitor revenue tracking from various sources of payment 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 where needed.
Perform ad hoc marketing tasks related to sales and marketing presentations such as RFP support and Presentation support.
Complete insurance forms, assist the Producer in obtaining client data, managing the invoicing process and tracking revenue until verified completion.
Assist with the organization of and attend certain Producer meetings.
Take notes and participate in client and prospect follow up under the supervision of the Producer.
Report back on a periodic basis to the CSO and Producer on progress.
Mutual discussion on any changes that may be needed to continue on growth trajectory.
Research, recommend and implement special projects and/or initiatives such as prospect research.
Utilize tools such as LinkedIn and Sutton Place for prospect research.
Collaboration with HUB colleagues on all aspects of sales enablement.
Establish and maintain positive working relationships internally and externally to achieve the goals of Producer and the organization.
Perform other sales support functions as they arise.
From time to time, the position may require off-hour work based on client and producer need, with efforts to maintain work-life balance.
Participate in HUB sponsored training sessions.
Participate in ad hoc external educational opportunities, usually sponsored by partner carriers.
Obtain Property & Casualty License within the first six months.
Attend training and exam preparatory classes.
Request additional work projects that will enhance understanding of insurance.
Attend 3rd party sponsored programming.
Spend time with HUB specialists.
Attend, inquire and learn about Health & Benefits and Retirement Planning.
Listen, participate, and ask questions from experienced producers.
Learn prospecting and pipeline building.
Learn how to prepare for a meeting.
Learn to write business email communication.
Learn to handle objections.
Learn when to stop chasing a deal.
Understand the importance of timing follow-up.
Learn to network and build relationships with the right centers of influence.
Learn how to identify "time wasters".
Learn 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 the ups and downs of sales.
Learn the steps and hard work to become a Producer.
Understand the importance of acknowledging your team.
Join the Producer on calls to listen, learn and ask questions afterward.
Manage certain client and advisor relationships as proficiency increases.
Learn how to develop new business opportunities while servicing existing accounts.

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