Marketing Assistant

Responsibilities Prepare requests for proposal (RFPs). Prepare client proposals for current clients and prospects using word‑processing, database, vendor information, and spreadsheets. Maintain current and accurate prospect, client, and vendor database and hard files. Communicate case status with Producers, Employee Benefit Specialists, Account Managers, Administrative Assistants, and Clients. Prepare detailed analysis of bids received. Assure sold business cases are completed and filed. Prepare reports including group prospect, renewal, commissions, products, and sales. Resolve client questions and problems in the absence of Producers. Remain current on new products and marketing concepts, attending continuing education courses and seminars to obtain and/or maintain a Group I license. Assist with implementation of new policies and services. Review new business paperwork; work with prospects and clients to obtain signatures, deliver policies/contracts, and resolve problems. Qualifications High School Diploma required; 2–4 years of related college experience preferred. Group I Life & Health Insurance license required (or obtained within 90 days of employment). Preferred knowledge of proposal software packages, group life and health insurance products, formal presentation packages, death benefits, life insurance application processing, and policy servicing. Skills and Experience Computer and office equipment proficiency: Word, Excel, PowerPoint, Agency Expert database, copier, fax, 10‑key calculator, binder, and phone. Typing speed of 45 wpm with excellent data entry skills. Basic spreadsheet development (simple formulas). Proposal preparation skills using word‑processor and/or computerized presentation packages. Excellent interpersonal and communication skills (oral, written, presentation). Formal presentation preparation skills; ability to speak with clients with poise and confidence, using correct English. Strong written communication: ability to prepare business letters, memos, summaries, and reports with proper grammar, punctuation, and style. Leadership, teamwork, and customer service attitude. Decision‑making ability and independent thinking. Attention to detail, dependable, flexible with changing priorities, and able to handle multiple tasks. Employment Details Required travel: None Required education: Bachelor’s degree (4‑year degree) preferred Equal Employment Opportunity Statement HUB International Limited is an equal opportunity 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. #J-18808-Ljbffr