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ABOUT US
At HUB International we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals families and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn grow and make a difference. Our structure enables our teams to maintain their own unique regional culture while leveraging support and resources from our corporate centers of excellence.
HUB is the 5th largest global insurance and employee benefits broker providing a boundaryless array of business insurance employee benefits risk services personal insurance retirement and private wealth management products and services. With over $5 billion in revenue and almost 20000 employees in 600 offices throughout North America HUB has grown substantially in part due to our industry leading success in mergers and acquisitions.
Job Description: Field Liaison (US) Data Entry Team
CONTEXT
HUB is making investments to improve the quality and availability of our client data. We aspire to have a single holistic accurate view of our client base & our relationship with each client. Benefits of improved data quality to the business include insights to drive crosssell improved benchmarks & risk insights better ability to leverage HUBs scale with carriers and partners development of proprietary products better sales funnel management and better reporting & metrics. Achieving this goal requires that when client data is entered into HUBs systems it is accurate complete validated and not creating duplicates. We have recently formed a centralized team supported by an outsourced partner to conduct all new client research and entry into HUBs CRM system called CORE (Microsoft Dynamics). This new service to Producers and Strategic Resource Managers (SRMs) should free up valuable Field time to focus on sales & client service while at the same time improving the quality of our data. Team capacity during slow periods will be devoted to cleanup of existing client data (supporting current Master Data Management efforts) and data audits (to maintain ongoing data integrity).
POSITION SUMMARY
The Field Liaison (US) reports into the Executive Vice President Strategic Client Service Operations and will serve as the daytoday manager of the newly formed outsourced Data Entry Team (currently a team of 7 outsourced staff but expected to grow to 1520 throughout 2025. The position will act as the liaison between the team and all USbased Producers Strategic Resource Managers (SRMs) and other Field staff. The ideal candidate will have experience in managing a team have a client centric mindset and is comfortable with influencing and problem solving with senior leaders. The position is geographically flexible and can be filled in any location in commuting proximity to a HUB office with the expectation of 3 days per week worked in the nearest office.
KEY RESPONSIBILITIES
Team management: Serve as the daytoday HUB manager of the outsourced Data Entry Team in partnership with the leadership and managers from our BPO partner
Field Liaison: Act as the daytoday liaison between the Data Entry Team and HUBs Field staff (to include Produers SRMs Account Executives Account Managers and other Service professionals)
Support SRM and Marketing communities:
Program/Project Management Coordinate data cleanup projects:
Support rollout of the Data Entry Team: Work closely with HUBs central working team and regional leadership to rollout the new team processes to all US Hubs throughout 2025
REQUIREMENTS
This is a hybrid role open to all candidates in U.S. but need to be within a commutable distance to one of our HUB offices.
JOIN OUR TEAM
Do you believe in the power of innovation collaboration and transformationDo you thrive in a supportive and client focused work environmentAre you looking for an opportunity to help build and drive change in a rapidly growing and evolving organizationWhen you join HUB International you will be part of a community of learners and doers focused on our Core Values: entrepreneurship teamwork integrity accountability and service.
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 veterans status or any other characteristic protected by local state or federal laws rules or regulations.
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Full-Time