ProEx Coordinator
About The Position
At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. Explore your future with HUB International. Let’s grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits — HUB is the place for you. We currently have an opportunity for a Coordinator to join our ProEx team. Summary The Team Coordinator serves as a key operational support role within the insurance broking team, coordinating workflow, managing data analytics, creating executive presentations, and overseeing project deliverables. This role is designed for a motivated professional seeking to grow into positions of increasing responsibility within insurance broking, with clear pathways to Account Executive and leadership roles.
Requirements
- Bachelors degree or 2-5 years of relevant work experience.
- Strong oral and written communication skills.
- Strong presentation and organizational skills.
- Results-driven mind-set.
- Ability to collaborate and leverage operational, new business and technology opportunities
- Advanced Microsoft Office Suite (Excel, PowerPoint, Word
Nice To Haves
- Experience with CRM systems (Salesforce, Applied Epic, or similar)
- Project management software (Asana, Monday.com, MS Project)• Data visualization tools (Tableau, Power BI)
Responsibilities
- Coordinate activities across broking team members to ensure seamless client service delivery.
- Provide administrative and organizational support to ProEx practice leaders and brokers across all sub-teams.
- Maintain and manage data integrity across internal systems, tracking tools, and client/insurer records.
- Coordinate renewal processes, ensuring timely completion of all deliverables
- Manage new business implementation projects from submission to binding
- Track project timelines, milestones, and budgets using project management tools
- Facilitate communication between internal teams, carriers, and clients
- Organize and document project workflows and standard operating procedures
- Identify and implement process improvements to enhance team efficiency
- Support business insights functions including preparation of reports, dashboards, and data summaries for team leadership
- Coordinate internal meetings, agendas, follow-ups, and team communications.
- Create compelling PowerPoint presentations for client meetings, renewals, and new business pitches
- Develop executive summaries and visual data displays for senior leadership
- Prepare marketing materials and proposals that showcase broking capabilities
- Design training presentations for internal and external audiences
- Maintain and analyze client data, loss runs, and policy information in CRM systems
- Generate reports on book of business performance, retention rates, and growth metrics
- Develop dashboards and KPI tracking tools for account teams
- Conduct market analysis and benchmarking studies to support client recommendations
- Participate in training programs to develop technical insurance knowledge
- Shadow senior brokers and account executives to learn client management
- Take on progressively complex assignments to build broking expertise
- Contribute to team strategy discussions and business development initiatives
- Perform other duties as assigned.
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA and 401(k) accounts
- paid-time-off benefits such as vacation, sick, and personal days
- eligible bonuses, equity and commissions for some positions
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
