Strategic Resource Associate
About The Position
Hi, we’re HUB! We are a leading North American insurance brokerage that advises businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you’re ready for tomorrow. The Opportunity This is a permanent, full-time position. Are you someone who thrives behind the scenes, bringing organization, creativity, and technical savvy to empower a high-performing sales team? As the Strategic Resource Associate, supporting the Strategic Resource Manager (SRM), Chief Sales Officer, our Production team, and our Account teams, you would provide sales support, managing CRM data and reporting, coordinating marketing initiatives, and developing professional sales materials.
Requirements
- Post-secondary degree or diploma in Business Administration, Marketing, Communications, or a related field preferred.
- 2–3 years of experience in a corporate coordination, sales support, marketing, or administrative role.
- Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word).
- Experience with CRM systems such as Dynamics 365, Salesforce, or similar platforms.
- Experience in creating professional sales and marketing materials using tools such as PowerPoint, Adobe Creative Suite, Canva, or similar design platforms.
- Strong communication and interpersonal skills.
- Excellent organizational skills with the ability to manage multiple deadlines.
- High attention to detail and commitment to quality.
- Proactive problem solver with strong analytical ability.
- Ability to work independently and collaboratively in a team environment.
Nice To Haves
- Experience supporting sales teams or marketing initiatives considered an asset.
- Insurance industry experience is preferred, but not required.
Responsibilities
- Act as a power user for MS Dynamics CRM (CORE), including troubleshooting, best practices, and assisting with onboarding and training for producers.
- Support of sales tools and resources used by producers and account teams.
- Create and execute email campaigns and communications through MS Dynamics 365.
- Support producers with prospect list development, data validation, and campaign tracking to support marketing campaigns and business development initiatives.
- Support preparation of sales reports, dashboards, and performance metrics for leadership.
- Assist with lead tracking and follow-up from trade shows, marketing campaigns, and web inquiries.
- Maintain accuracy and integrity of sales pipeline data within CRM systems.
- Create, edit, and maintain sales and marketing materials including sell sheets, brochures, proposal templates, presentations, and other branded documents.
- Ensure all materials align with HUB brand standards and messaging.
- Collaborate with Strategic Resource Managers and Field Marketing teams on regional initiatives.
- Assist with organization and coordination of sales meetings, training sessions, and regional events.
- Prepare meeting materials, presentations, and reports for monthly sales meetings.
- Assist with planning and logistics for sales conferences, training sessions, and trade shows.
- Support special projects and sales initiatives such as contests, campaigns, and regional programs.
Benefits
- HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
5,001-10,000 employees
