Private Client Sales Assistant
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Job Location:
Grand Rapids, MI - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Private Client Sales Assistant
Who We Are
At HUB International we are a team of entrepreneurs. We believe in empowering our clients and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm we offer employees resources in both technology and industry expertise but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique regional culture. HUB is one of the largest global insurance and employee benefits brokers providing a broad array of property casualty risk management life and health employee benefits investment and wealth management products and services. With over 20000 employees in over 600 offices throughout North America HUB has grown substantially in part due to our industry leading success in mergers and acquisitions.
What We Offer You
At HUB International we want you to achieve an even work-life balance and our benefits package allows you to manage your health wellness and financial future. HUB International will foster your learning support your endeavors and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!
Benefits you may enjoy working at HUB International Midwest-East:
Medical Dental and Vision (PPO HMO and HSA)
Comprehensive Wellness Program
401(k) Retirement Plan
Life and Disability Plans
Vacation Holiday Sick and Personal Time Off
Pet Insurance
Comprehensive Onboarding Program
Continuing Education / Personal Development Programs
Flexible Work Arrangements
Employee Engagement Events
Dress for Your Day Dress-Code
Service Awards
Heres Where You Come In
In this role youll work behind the scenes to ensure our producers have everything they need to successfully present and close new business with high-net-worth clients. The ideal candidate thrives in a fast-paced client-focused environment balancing accuracy with flexibility. You should be comfortable jumping on tasks quickly managing competing priorities and working seamlessly across email phone and textsince our producers are often on the go and may request support through multiple channels at once.
Job Responsibilities
Prepare accurate tailored quotes proposals and presentations for producers.
Coordinate with carriers underwriters and internal teams to ensure smooth policy placement.
Manage all documentation applications and details to support the sales process.
Handle binding onboarding and follow-up tasks to provide a seamless client experience.
Anticipate needs respond quickly to requests and keep producers equipped to focus on clients.
Job Requirements
Documented experience in administrative or assistant roles supporting busy professionals.
A highly organized detail-driven professional who thrives under pressure.
Strong written and verbal communication skills across multiple channels.
A team player who is flexible and adaptable thriving in changing situations.
Ability to problem-solve and prioritize effectively in a dynamic environment.
Insurance background not ; training and licensing support will be provided.
Cultural Expectations:
Determination unsatisfied until we are the best. We go the extra mile for clients and colleagues.
Ownership Responsible to each other our clients and our goals.
Teamwork Together we attain greater success.
Sincerity Giving and receiving direct and caring communication
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.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Key Skills
- Business Development
- Customer Services
- Journal Entries
- Powerpiont
- Account Management
- Communication
- CRM
- General Ledger Accounts
- Salesforce
- Project Management
- Client Services
- Payroll
- Customer Relationships
- Client Management
- Data Analysis
About Company
HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.
