Sales Operations Specialist, Employee Benefits

ABOUT HUB:

In a rapidly changing world HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds largest insurance brokers our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

WHY CHOOSE HUB

Throughout our network of more than 450 HUB offices in North America we offer a competitive exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB we believe in investing in the future of our employeesandprovide continuous opportunitiesfor growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options thatarerooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction.

JOB SUMMARY

The Sales Operations Specialist Employee Benefits WholesaleDivision is a part time position that will focus on a special project to strengthen sales distribution effectiveness and elevate client service delivery. The specialist will design and implement streamlined sales processes build a structured approach to new client implementation and enhance ongoing client service workflows. The ultimate goal is to create a scalable repeatable and measurable framework that enables growth while ensuring high client satisfaction.

This is a project-based temporary role working 25 hours per week with an estimated duration of 3 6 months with the possibility of extension based on business needs.

The Sales Operations Specialist Employee Benefits WholesaleDivision is expected to complete three core deliverables:

1. Sales Operations Playbook

2. Client Implementation Guide

3. Client Services Framework along with implementation support and training sessions.

DUTIES & RESPONSIBILITIES

Sales Process Optimization:

• Audit current sales operations identify gaps and inefficiencies.

• Design and document a standardized sales process flow aligned with WGATs distribution model.

• Implement reporting dashboards pipeline tracking and performance metrics (KPIs).

• Deliver a Sales Operations Playbook for internal teams.

New Client Implementation Framework:

• Develop a structured onboarding and transition process from sales to implementation.

• Build a toolkit of templates checklists and client communication plans.

• Review and update all related forms and audit underwriting requirements for market

• Pilot the process with at least one new client to validate effectiveness.

• Deliver a New Client Implementation Guide for repeatable execution.

Ongoing Client Services Enhancements:

• Map current service workflows identify pain points and recommend improvements.

• Establish service-level standards and escalation protocols.

• Design tools for renewals reporting and proactive client engagement.

• Deliver a Client Services Framework that integrates with sales and implementation.

Performs other duties and projects as assigned.

QUALIFICATIONS

• Bachelors degree

• 5 years experience in sales operations and process design ideally within insurance health benefits or trust/association distribution or equivalent combination of education and experience

• 1-2 years experience leading client onboarding and service delivery redesign projects.

KNOWLEDGE / SKILLS / ABILITIES

• Ability to work cross-functionally with sales leadership client service teams and carrier/underwriter partners.

• Computer skills: advanced proficiency with Microsoft Office Suite Outlook agency management systems customer relationship management systems and data visualization.

• Ability to effectively and professionally communicate orally and in writing with internal and external customers.

• Ability to effectively present information and respond to questions from groups of managers clients customers and the general public.

• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions conclusions or approaches to problems.

• Ability to respond to customer needs solicit customer feedback to improve service and handle difficult or emotional customer situations promptly and accurately.

• Ability to effectively work with a team and coach others in developing their skills and abilities.

• Ability to efficiently gather pertinent information and facts analyze and solve problems timely and thoroughly.

• Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.

• Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.

• Computer skills: proficiency with Microsoft Office Suite Outlookand agency management systems.

• Ability to calculate figures and amounts such as discounts interest commissions proportions percentages.

• Desire to learn and grow within the insurance industry.

CORE COMPENTENCIES & CAPABILITIES

• Recognizes how daily tasks fit into the big picture.

• Engages in learning and development using a growth mindset.

• Understands the principles and procedures of the business.

• Looks for ways to improve efficiencies and generate revenue.

• Recognizes the need to adapt and respond to change.

• Works collaboratively with others to achieve common goals.

• Communicates clearly and openly.

Working Conditions and Physical Demands

• This position primarily involves remaining in a stationary position for the majority of the workday.

• The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.

• Constantly operates a computer and other office productivity machinery such as a calculator copy machine and computer printer.

• The person in this position needs to occasionally move about inside the office to access file cabinets office machinery etc.

he expected salary range for this part time position is $50.00 to $75.00/hr depending on geographical location and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paid-time-off benefits and eligible bonuses equity and commissions for some positions.

#LI-RS1 #LI-LW1

WHY CHOOSE HUB:

Throughout our network of more than 450 HUB offices in North America we offer a competitive exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction.

We are the perfectfit if you:

• Are seeking a progressive work environment at a rapidly growing organization

• Have a desire to help others protect their future

• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business

• Are focused on learning and development to enhance your industry knowledge and expertise

• Are a self-starter willing to invest time and energy to learn the technical aspects of our business

• Believe in integrity and building success by developing relationships with others

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. The EEO is the Law poster and its supplement is available here at Policy

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LIKE US SO FAR

Take the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction. Apply online today!

Are you a veteran Disabled We welcome ALL candidates and are proud of our wonderfully diverse employee population.