ProEx Coordinator

Discover a Career That Empowers You Join HUB International!

At HUB International were more than just an insurance brokerage firm were a thriving community of entrepreneurs driven by purpose and passion. Every day we help individuals families and businesses protect what matters most by providing a broad array of insurance retirement and wealth management products and services. But we dont stop there we also invest deeply in our people.

Here your career is in your hands. Youll be empowered to learn grow and truly make an impact. Whether youre supporting a local business or helping a national client navigate complex risk youll be backed by the strength of a global firm and the heart of a regional team.

As one of the worlds largest insurance brokers and a proud Stevie Award-winning workplace HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20000 professionals across 570 offices in North America we bring together industry-leading technology a strong culture of collaboration and centers of excellence that fuel innovation.

Explore your future with HUB International. Lets grow together. If youre ready to be part of a company where your voice matters your work has purpose and your potential has no limits HUB is the place for you.

We currently have an opportunity for a Coordinator to join our ProEx team.

Summary

The Team Coordinator serves as a key operational support role within the insurance broking team coordinating workflow managing data analytics creating executive presentations and overseeing project deliverables. This role is designed for a motivated professional seeking to grow into positions of increasing responsibility within insurance broking with clear pathways to Account Executive and leadership roles.

Leadership Responsibilities

• Expected to develop collaborative working relationships with internal colleagues team leaders and operational partners.

• Will contribute to team culture by supporting efficient workflows accurate reporting and organized execution of team priorities.

Specific Role Responsibilities

• Coordinate activities across broking team members to ensure seamless client service delivery.

• Provide administrative and organizational support to ProEx practice leaders and brokers across all sub-teams.

• Maintain and manage data integrity across internal systems tracking tools and client/insurer records.

• Coordinate renewal processes ensuring timely completion of all deliverables

• Manage new business implementation projects from submission to binding

• Track project timelines milestones and budgets using project management tools

• Facilitate communication between internal teams carriers and clients

• Organize and document project workflows and standard operating procedures

• Identify and implement process improvements to enhance team efficiency

• Support business insights functions including preparation of reports dashboards and data summaries for team leadership

• Coordinate internal meetings agendas follow-ups and team communications.

• Create compelling PowerPoint presentations for client meetings renewals and new business pitches

• Develop executive summaries and visual data displays for senior leadership

• Prepare marketing materials and proposals that showcase broking capabilities

• Design training presentations for internal and external audiences

• Maintain and analyze client data loss runs and policy information in CRM systems

• Generate reports on book of business performance retention rates and growth metrics

• Develop dashboards and KPI tracking tools for account teams

• Conduct market analysis and benchmarking studies to support client recommendations

• Participate in training programs to develop technical insurance knowledge

• Shadow senior brokers and account executives to learn client management

• Take on progressively complex assignments to build broking expertise

• Contribute to team strategy discussions and business development initiatives

• Perform other duties as assigned.

Educational Requirements

• Bachelors degree or 2-5 years of relevant work experience.

• Strong oral and written communication skills.

• Strong presentation and organizational skills.

• Results-driven mind-set.

Additional Preferred Skills/Attributes

• Ability to collaborate and leverage operational new business and technology opportunities

Advanced Microsoft Office Suite (Excel PowerPoint Word Experience with CRM systems (Salesforce Applied Epic or similar)

• Project management software (Asana MS Project) Data visualization tools (Tableau Power BI)

The expected salary range for this position is $27.48/hr to $38.46/hrand 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 International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paid-time-off benefits such as vacation sick and personal days and eligible bonuses equity and commissions for some positions.

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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