Vice President, Client Strategies

Hub International Insurance • Lake Oswego, OR

2d

About The Position

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why choose HUB? Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We are the perfect fit if you: are seeking a progressive work environment at a rapidly growing organization have a desire to help others protect their future have an entrepreneurial spirit and are challenged by the opportunity to grow the business are focused on learning and development to enhance your industry knowledge and expertise are a self-starter willing to invest time and energy to learn the technical aspects of our business believe in integrity and building success by developing relationships with others Here’s where you come in: We are currently seeking a Vice President, Client Strategies to join our Sales team. You’ll primarily be responsible for the region's cross-sell efforts across all businesses. This position is responsible for coordinating and driving cross-sell activities in the region, working closely with sales leaders, producers, sales enablement, marketing, and data analytics teams to ensure that cross-sell efforts are effectively managed and executed, thereby achieving cross-sell revenue targets for the region. This position will report to the region’s Chief Sales Officer (CSO). Other responsibilities of the Vice President, Client Strategies role include: Coordinate cross-sell efforts for the region, working with the data analysts' team, producers, sales leaders and sales enablement team, ensuring cross-sell activities take place. Collaborate with the data analytics team to identify cross-sell opportunities and assist producers in building and managing a cross-sell pipeline within their book. Conduct research and competitive intelligence to identify account trends, industry challenges, business expansion signals, and key decision-maker profiles. Deliver actionable intelligence reports to producers that include: Company growth indicators (acquisitions, new locations, leadership changes, funding events) Industry-specific risks, regulatory changes, and market pressures Organizational charts with decision-maker names, titles, and contact information Trigger events that create urgency for insurance or benefits conversations Competitive intelligence on incumbent carriers, brokers, and service gaps Review cross-sell opportunities with producers, advisors, and sales leaders, and help prioritize high-probability cross-sell opportunities based on research findings and account readiness. Meet regularly with producers and advisors to track progress, update opportunity status, and share new intelligence that impacts prioritization or approach. Provide regular status updates on cross-sell activities in the region to the Region President, CSO, and the Region Leadership team. Work with marketing and the national team to develop and launch targeted campaigns of HUB collateral to prospects. Customize national cross-sell initiatives to fit the unique dynamics, priorities, and opportunities within the region. Organize regional workshops, training sessions, or joint planning meetings with a goal to drive producer engagement and strengthen cross-sell culture and execution. Track key performance indicators (KPIs) like conversion rates and revenue impact to optimize and refine cross-selling strategies. Maintain strong communication with producers and sales leaders to help drive results. You’re great at: Ideally, you’ll bring a bachelor’s degree or equivalent experience, along with 5+ years of hands-on experience in Sales, Sales Operations, Business Development, or Project Management. You’re highly organized, comfortable juggling multiple priorities, and naturally operate with a strong sense of urgency. You have a sharp analytical mindset, strong problem-solving abilities, and communicate clearly and effectively. You’re also confident digging into research and turning complex information into practical, actionable insights. Familiarity with the insurance industry and/or the Employee Benefits space is a definite plus. Here’s what we can offer: At HUB, we believe in giving our employees the room and space they need to do their job. We believe in paying a fair wage with bonus opportunities and offering great benefits like: 401k plan where the Company matches 50% of the first 6% you contribute Paid parental leave Medical, dental, and vision options Robust wellness program Paid vacation, paid holidays, floating holidays and more! We offer a large selection of benefits that are customizable to fit your personal needs – a portfolio of both comprehensive and affordable choices. Life us so far? Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today! #LI-AB1

Requirements

• Ideally, you’ll bring a bachelor’s degree or equivalent experience, along with 5+ years of hands-on experience in Sales, Sales Operations, Business Development, or Project Management.
• You’re highly organized, comfortable juggling multiple priorities, and naturally operate with a strong sense of urgency.
• You have a sharp analytical mindset, strong problem-solving abilities, and communicate clearly and effectively.
• You’re also confident digging into research and turning complex information into practical, actionable insights.

Nice To Haves

• Familiarity with the insurance industry and/or the Employee Benefits space is a definite plus.

Responsibilities

• Coordinate cross-sell efforts for the region, working with the data analysts' team, producers, sales leaders and sales enablement team, ensuring cross-sell activities take place.
• Collaborate with the data analytics team to identify cross-sell opportunities and assist producers in building and managing a cross-sell pipeline within their book.
• Conduct research and competitive intelligence to identify account trends, industry challenges, business expansion signals, and key decision-maker profiles.
• Deliver actionable intelligence reports to producers that include: Company growth indicators (acquisitions, new locations, leadership changes, funding events) Industry-specific risks, regulatory changes, and market pressures Organizational charts with decision-maker names, titles, and contact information Trigger events that create urgency for insurance or benefits conversations Competitive intelligence on incumbent carriers, brokers, and service gaps
• Review cross-sell opportunities with producers, advisors, and sales leaders, and help prioritize high-probability cross-sell opportunities based on research findings and account readiness.
• Meet regularly with producers and advisors to track progress, update opportunity status, and share new intelligence that impacts prioritization or approach.
• Provide regular status updates on cross-sell activities in the region to the Region President, CSO, and the Region Leadership team.
• Work with marketing and the national team to develop and launch targeted campaigns of HUB collateral to prospects.
• Customize national cross-sell initiatives to fit the unique dynamics, priorities, and opportunities within the region.
• Organize regional workshops, training sessions, or joint planning meetings with a goal to drive producer engagement and strengthen cross-sell culture and execution.
• Track key performance indicators (KPIs) like conversion rates and revenue impact to optimize and refine cross-selling strategies.
• Maintain strong communication with producers and sales leaders to help drive results.

Benefits

• 401k plan where the Company matches 50% of the first 6% you contribute
• Paid parental leave
• Medical, dental, and vision options
• Robust wellness program
• Paid vacation, paid holidays, floating holidays and more!
• We offer a large selection of benefits that are customizable to fit your personal needs – a portfolio of both comprehensive and affordable choices.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Number of Employees: 5,001-10,000 employees