Client Service Associate

Join HUB International as a Producer Resource Coordinator HUB International is more than just an insurance brokerage firm we're a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. We also invest deeply in our people. Here, your career is in your hands. You'll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm and the heart of a regional team. As one of the world's largest insurance brokers and a proud Stevie Award-winning workplace HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. We currently have an opportunity for a Producer Resource Coordinator to join our Commercial Lines team. Overview This position encompasses three main components: Administrative Sales Support functions; Education & Technical Learning and Ongoing Mentoring. Responsibilities Administrative Sales Support You will be partnered with a Producer(s) to handle many administrative tasks that support the sales process. In short, your main responsibility is to help increase the producer(s) efficiency and productivity so that they focus on selling. Working alongside the Producer, you will quickly be asked to interact internally with a variety of different departments including Accounting, Marketing, Service and more. This will include different departments across HUB's national footprint. As part of the onboarding process, you will be trained on how the systems work and where to go for support throughout the process. Below are just a few task and responsibilities you will be asked to support: Provide ongoing assistance to colleagues using various sales tools and resources in particular: Be a "proficient user" of MS Dynamics CRM (Customer Relationship Management) as customized for HUB (CORE) and HUB's revenue tracking system called EPIC for managing the Producer's pipeline of opportunities. Manage and monitor Producer dashboard Manage and monitor revenue tracking from various sources of payment (across P&C, Benefits and Broker Dealer, as well as, between the HUB regions.) Manage and monitor the HUB region to region handshake agreement. Prepare monthly report where needed. Perform ad hoc marketing tasks as it relates sales and marketing presentations such as RFP support and Presentation support. After more training, you will be in a position to complete insurance forms, assist the Producer in obtaining client data, managing the invoicing process and tracking revenue until it's verified completion. Where appropriate, assist with organization of and attend certain Producer meetings. As you become more proficient, you will be asked to take notes and participate and be responsible for client and prospect follow up under the supervision of the Producer. Report back on a period basis to the CSO and Producer on your progress. Mutual discussion on any changes that may be needed to continue on your growth trajectory. Research, recommend and implement special projects and/or initiatives such as prospect research. In addition to the web, tools include Linked In and Sutton Place, an online CRM of private equity deals. Collaboration with HUB colleagues on all aspects of sales enablement. Establish and maintain positive working relationships internally and externally to achieve the goals of Producer and the organization. Many other sales support functions will apply as they arise. From time to time the position may require off hour work based on client and producer need. However, we will work to help maintain a work life balance when those situations arise. Education & Technical Learning At HUB, knowledge and education is an important aspect of any employee's development. Your educational path will encompass many formal and informal aspects aimed to help you succeed and grow within the company and/or industry. Formally, you will be asked to participate in HUB sponsored training sessions. These weekly programs will ensure that you are learning technical aspects of commercial insurance. In addition to the HUB resources, you will be asked to participate in ad hoc external educational opportunities, usually sponsored by our partner carriers. Within the first six (6) months, you must obtain your Property & Casualty License. You will be expected to attend training and exam preparatory classes. You are encouraged to request additional work projects that will enhance your understanding of insurance. This may include ad hoc projects or attending 3rd party sponsored programming. You are encouraged to reach out and spend time with HUB specialists, such as, but not limited to Management Liability, Cyber, Worker's Compensation and more. You are strongly encouraged to attend, inquire and learn about Health & Benefits and Retirement Planning as it is important to understand the issues impacting these areas. Mentoring Lastly, in exchange for all your spirited efforts, you will become mentored by some of the most successful producers in New England. You will have the opportunity to listen, participate and ask questions from experienced professionals that love insurance and protecting their clients. You have the chance to understand exactly what the sales professional is thinking, why they were thinking a certain way and what they hoped to achieve on every sales call and sales moment. You will learn how to: Prospect and build a pipeline. And how to not fall in love with your pipeline. Prepare for a meeting Write a business email communication Handle objections. When to stop chasing a deal Understand the importance of timing the follow up Network and build relationships with the right centers of influence. How to identify the "time wasters" Read the room, when to push and when to ease back. How to advocate internally and externally for your client. How to anticipate. How to have fun and enjoy the sales process. Avoid many mistakes that producers still make- even the experienced ones. How to stay resilient through the many up and downs of sales. You will learn all the steps and hard work it takes to become your best version of a Producer. The importance of acknowledging your team and understanding their importance. You will be expected to ask questions and learn from every meeting. Initially, you will be asked to join the Producer on calls to listen, learn and ask questions afterward. As you become more proficient, you will be given the opportunity to manage certain client and advisor relationships. As you actively service existing accounts, you will trained on how to develop new business opportunities. Qualifications Willingness to learn. Willingness to ask questions. Team player. Post-Secondary Degree/Diploma in Business Administration No prior professional work experience required. Intellectually curious, driven to learn, resourceful Advanced Proficiency in MS Office: Word, Excel (pivot tables, V-Lookup, graphs), PowerPoint, Outlook Technically savvy - ability to quickly learn, use and train on various systems e.g. CRM Strong interpersonal, verbal and written communication skills Must excel in a multi-deadline, fast-paced environment; excellent organizational, prioritization skills Ability to be proactive, anticipatory, and handle confidential material Ability to work independently and in a collaborative team Strong attention to detail Customer focused What We Offer You At HUB International, we are invested in your success - both inside and outside of work. Our benefits are designed to support your well-being, fuel your growth, and help you build a secure future. We believe that when our people thrive, our clients and communities do too. We are committed to continuous learning and career momentum. Whether you are just getting started or