Marketing Assistant
Marketing Assistant
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Salary Not Disclosed
1 Vacancy
Job Description
About HUB
HUB International is a top 5 global insurance broker providing a broad array of property casualty risk management life and health employee benefits investment and wealth management products and services. HUB has more than 600 offices across the United States Canada and Puerto Rico with more than 18000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity.
Purpose of Position:
Supports Account Executive in the marketing sale and administration of group products.
Essential Functions:
- Prepare requests for proposal (RFPs). Prepare client proposals for current clients and prospects utilizing wordprocessing database vendor information and spreadsheets.
- Must have working knowledge of all lines of Group Benefits products in order to review and prepare proposals.
- Maintain current and accurate prospect client and vendor database and hard files.
- Communicate case status with Producer Employee Benefit Specialist(s) Account Manager(s) Administrative Assistant(s) 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 absence of Producer.
- Remain current on new products and marketing concepts. Attend continuing education courses and miscellaneous seminars to obtain and/or maintain Group I license.
- Assist with implementation of new policies services.
- Review new business paperwork and work with prospect and client as required; obtaining signatures policy/contract delivery and problem resolution.
Experience / Educational Requirements:
- High School Diploma; 2 4 years of related college experience preferred.
- Preferred knowledge of proposal software packages group life and health insurance products formal presentation packages death benefits life insurance application processing and policy servicing.
- Group I Life & Health Insurance license required (or obtained within 90 days of employment).
Skill and Quality Requirements:
- Computer and office equipment experience:
- Wordprocessing Software (Word)
- Spreadsheet (Excel)
- PowerPoint Presentations
- Database (Agency Expert)
- General office equipment including copier fax 10key calculator binder and phone.
- Good data entry skills: typing 45 wpm.
- Spreadsheet development (simple formulas).
- Proposal software installation and utilization.
- Proposal preparation (utilizing wordprocessor and/or computerized presentation packages).
- Excellent interpersonal and communication skills (oral written and presentation):
- Formal presentation preparation skills.
- Ability to speak with clients with poise voice control and confidence using correct English and wellmodulated voice.
- Ability to prepare business letters memos summaries and reports using prescribed format and conforming to all rules of punctuation grammar diction and style.
- Leadership team and customer service attitude.
- Decision making ability; use independent thinking as needed.
- Must be attentive to detail and produce accurate work.
- Must be dependable and flexible in changing priorities with the ability to handle multiple tasks.
- Ability to apply commonsense understanding to carry out instructions furnished in written oral or diagrammatic form.
To perform this job successfully the incumbent must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race religion color sex national origin disability or any other characteristic protected by federal state and local law. If this position requires licensing or certification the incumbent must maintain that license or certification by meeting all continuing education and other requirements.
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Department MarketingRequired Experience: 12 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalentHUB 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. The EEO is the Law poster and its supplement is available here at Program
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Employment Type
Full-Time
