Sales Operations Analyst, Employee Benefits

at  HUB International

About Specialty Program Group: Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.
About the Position: An ideal candidate for the Sales Operations Analyst position will have a strong understanding of sales operations functions and ideally direct experience with employee benefits products & services. This individual will have the opportunity to be part of a foundational team developing scalable processes for a new referral channel within the HUB & SPG ecosystem & will serve as a Subject Matter Expert (SME) both internally within HUB/SPG & externally with our partner. Working in tandem with Sales Leaders, Strategic Resource Managers, & Operations Leadership, this individual will support open market quoting efforts, sales opportunity management within a CRM, transition processes to move from sales to service, & overall reporting oversight. Strong organization, collaboration, and communication skills are critical for success in this role.

QUALIFICATIONS:

• 2+ years’ experience in sales operations role, direct experience with employee benefits products, services, and marketplace a strong plus
• Thrives in a fast-paced environment and comfortable with organizational change
• Impeccable organizational skills
• Effective communicator with proven ability to collaborate cross-functionally
• Self-starter who excels with minimal oversight or direction
• Adaptable and capable of balancing competing priorities
• Strong sense of curiosity and willingness to learn
• Data-driven and analytical
• Team-oriented mindset
  Work Location: This is a 100% remote position working in your local time zone. Access to a local office may be available upon request.
  Salary Transparency: The expected salary range for this position is $70,000-$80,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA, and 401(k) accounts, paid-time off benefits, and eligible bonuses, equity, and commissions for some positions.
  Travel Expectations: None
  Department Account Management & Service
  Required Experience: 2-5 years of relevant experience
  Required Travel: No Travel Required
  Required Education: High school or equivalent
  HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran’s status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
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• Manages all sales opportunities within designated CRM, ensuring visibility for internal/external stakeholders and adherence to contractual SLAs
• Triage all sales opportunities to ensure readiness to quote
• Track actionable next steps and aligned owners to ensure quoting SLA adherence based on quoting strategy developed in collaboration with internal stakeholders
• Initiates open market quoting efforts via quoting tools or formal RFP process with general agency partners or direct carrier contacts
• Creates marketing presentations that sales leaders will present to prospective clients, ensuring quality and accuracy
• Develops quoting best practices and Standard Operating Procedures (SOPs)
• Partners internally to develop scalable transition processes as clients move from sales to service
• Owns transition to service checklist to ensure smooth transition from SPG to a local HUB
• Partners internally to develop reporting and analytics processes to support forecasting, capacity modeling, and referral/revenue projections
• Owns reporting and analytics for referral channel
• Identifies continuous improvement opportunities and implements strategies and solutions developed in partnership with leadership
• Supports the roll out of a myriad of processes and tools per leadership direction