Lead Strategic Resource Manager

HUB International•Culver City, CA

7d•Hybrid

About The Position

The Strategic Resource Manager (SRM) plays a vital role in the growth and development of HUB's sales culture in the Southern California (SoCal) region. Reporting to the VP of Sales Enablement, the SRM collaborates with the Sales Enablement team at HUB’s corporate headquarters to deliver sales initiatives, product rollouts, and training programs. The SRM promotes HUB International's creative and administrative marketing solutions to help generate new business and increase client retention. The SRM is responsible for educating internal HUB team members and clients on available tools and resources, while finding innovative ways to showcase the company's unique capabilities.

Requirements

Bachelor’s degree from an accredited university preferred
3–5 years of relevant experience
Prior experience in a sales or marketing role
Ability to work in a team environment that is cross-functional and remote
Professional, credible and detail oriented with a high sense of urgency
Comfortable working in a fast-paced setting, with proven ability to take initiative
Exceptional organizational skills with the ability to manage multiple priorities simultaneously
Sales-support mindset, competitive drive, and the ability to understand and communicate data effectively
Persistent, creative approach to problem-solving
Technically proficient and comfortable adopting new tools and platforms
Ability to present complex information clearly and concisely to leadership and sales teams
Ability to identify business needs and develop scalable processes and tools to address them
Creative, analytical thinker who can distill complex challenges into clear, actionable solutions
Strong verbal and written communication skills, with the ability to effectively engage customers, sales teams, and technical stakeholders
Solutions-oriented marketing mindset
Experience in customer service or a role focused on client relationship management
AI proficient and curious
Proficiency with Microsoft Office Suite; advanced Excel skills (V-Lookups, Macros, Power Query) preferred
Experience with managing or utilizing client relationship management (CRM) software; Dynamics 365; PowerBi; PowerAutomate; Claude, ChatGPT, Excel; and PowerPoint
High School / GED
Comprehensive knowledge of carrier strengths and networks.
Ability to effectively and professionally communicate orally and in writing with internal and external customers.
Desire to learn and grow within the insurance industry.
Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
Confidence and demeanor to effectively interact with all levels within the organization.
Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
Computer skills: proficiency with Microsoft Office Suite and Outlook.
Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Responsibilities

Support the Sales Enablement team in launching and executing regional and corporate initiatives.
Establish and maintain positive working relationships internally and externally to achieve the goals of the SoCal Region’s Senior Leadership Team and the organization.
Support Sales Leadership in onboarding new Producers and merger/acquisition integrations.
Serve as administrator for all SRM associated sales tools, including account activation, reporting, data mining, troubleshooting, and utilization tracking.
Serve as a resource and navigator for employees seeking HUB tools and support.
Support corporate Marketing and Communications and the Regional Marketing Team in the creation and execution of advertisements, email campaigns, and virtual and in-person events.
Support Producers in growing their social media presence via LinkedIn / Twitter.
Create presentations, ads, flyers, sales sheets, placemats, event invites, event registrations, landing pages, etc. as needed.
Support HUB SoCal participation at tradeshows, conferences, and client events (minor on-site activity required).
Serve as the primary point of contact for all Producer-facing tools and resources.
Serve as subject matter expert and training lead for all HUB-provided sales and marketing tools, including LinkedIn, LinkedIn Sales Navigator, Amplify, Hootsuite, Workfront, and related platforms.
Manage tool onboarding and access for new users.
Deliver in-person and virtual training sessions for individual Producers and office locations.
Maintain expertise in HUB's CRM platform (CORE) and support its effective use across the region.
Serve as the primary training contact for the HUB intranet system (Seismic), supporting SoCal employees with navigation and content.
Evaluate and pilot new technologies and applications to support the Sales Enablement and SRM team.
Engage directly with third-party vendors and participate in ongoing corporate training.
Partner directly with Location Managers, Producers, prospects, and clients to present HUB value and capabilities in sales meetings and new business pitch environments.
Lead the development of targeted lead lists, RFP responses (including writing, formatting, editing, and finalizing), capabilities presentations, benchmarking reports, premium volume analyses, and sell sheets.
Develop and execute vertically driven sales campaigns aligned to Producer and regional priorities.
Collaborate with the CSOs and Sales Enablement leadership to develop and execute local and national training initiatives.