Strategic Resource Assistant

at  HUB International

Hi, we’re HUB!
We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise 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.

• Be a “power user” for MS Dynamics CRM (Customer Relationship Management) as customized for HUB (CORE), including troubleshooting, best practices and facilitating training for new sales producers in the use of the system.
• Utilizing Excel to organize and display data as needed by leadership – Intermediate Level Skills Required
• Prepare/create marketing materials including brochures, presentations, welcome kits, etc.
• Assist with the preparation of sales proposals (RFPs).
• Prepare and edit documents, presentations, and spreadsheets to include updated information and branding.
• Word processing for various correspondence as directed.
• Provide document support for various meetings and summits.
• Generate and validate prospect lists and engage appropriate HUB sales contacts Collaboration with the Strategic Resource Managers on all aspects of sales enablement.
• Other responsibilities as assigned by Manager