Strategic Resource Manager

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.

POSITION SUMMARY:

The Strategic Resource Manager (SRM) plays a vital role in the growth and development of our sales culture in the Southern California (SoCal) region of HUB International. The SRM reports to the VP of Sales Enablement Claire Pignataro and works closely with the Sales Enablement team at HUBs corporate headquarters in Chicago to deliver sales initiatives product rollouts and training programs.

The SRM promotes HUB Internationals creative and administrative marketing solutions to help generate new business and increase client retention. The SRMisresponsible for educating internal HUB team members and clients on the tools and resources available while finding innovative ways to showcase our unique capabilities.

Administrative

• Support the Sales Enablement team in launching and executing regional and corporate initiatives

• Establish and maintain positive working relationshipsinternally and externally to achieve the goals of the SoCal Regions Senior Leadership Team and the organization

• Support Sales Leadership in onboarding new Producers and merger/acquisition integrations

• Serve as administrator for all SRM associated sales tools including account activation reporting data mining troubleshooting and utilization tracking

• Serve as a resource and navigator for employees seeking HUB tools and support

Marketing

• Support corporate Marketing and Communications and the Regional Marketing Team in the creation and execution of advertisements email campaigns and virtual and in-person events

• Support Producers in growing their social media presence via LinkedIn / Twitter

• Create presentations ads flyers sales sheets placemats event invites event registrations landing pages etc. as needed

• Support HUB SoCal participation at tradeshows conferences and client events (minor on-site activity required)

Technology Tools and Resources

• Serve as the primary point of contact for all Producer-facing tools and resources

• Serve as subject matter expert and training lead for all HUB-provided sales and marketing tools including LinkedIn LinkedIn Sales Navigator Amplify Hootsuite Workfront and related platforms

• Manage tool onboarding and access for new users

• Deliver in-person and virtual training sessions for individual Producers and office locations

• Maintain expertise in HUBs CRM platform (CORE) and support its effective use across the region

• Serve as the primary training contact for the HUB intranet system (Seismic) supporting SoCal employees with navigation and content

• Evaluate and pilot new technologies and applications to support the Sales Enablement and SRM team

• Engage directly with third-party vendors and participate in ongoing corporate training

Sales Enablement

• Partner directly with Location Managers Producers prospects and clients to present HUB value and capabilities in sales meetings and new business pitch environments

• Lead the development of targeted lead lists RFP responses (including writing formatting editing and finalizing) capabilities presentations benchmarking reports premium volume analyses and sell sheets

• Develop and execute vertically driven sales campaigns aligned to Producer and regional priorities

• Collaborate with the CSOs and Sales Enablement leadership to develop and execute local and national training initiatives.

Factors for Success

• Bachelors degree from an accredited university preferred

• 35 years of relevant experience

• Prior experience in a sales or marketing role

• Ability to work in a team environment that is cross-functional and remote

• Professional credible and detail oriented with a high sense of urgency

• Comfortable working in a fast-paced setting with proven ability to take initiative

• Exceptional organizational skills with the ability to manage multiple priorities simultaneously

• Sales-support mindset competitive drive and the ability to understand and communicate data effectively

• Persistent creative approach to problem-solving

• Technically proficient and comfortable adopting new tools and platforms

• Ability to present complex information clearly and concisely to leadership and sales teams

• Ability to identify business needs and develop scalable processes and tools to address them

• Creative analytical thinker who can distill complex challenges into clear actionable solutions

• Strong verbal and written communication skills with the ability to effectively engage customers sales teams and technical stakeholders

• Solutions-oriented marketing mindset

• Experience in customer service or a role focused on client relationship management

• AI proficient and curious

• Proficiency with Microsoft Office Suite; advanced Excel skills (V-Lookups Macros Power Query) preferred

• Experience with managing or utilizing client relationship management (CRM) software; Dynamics 365; PowerBi; PowerAutomate; Claude ChatGPT Excel; and PowerPoint

QUALIFICATIONS:

• High School / GED

** Position can be considered a hybrid opportunity (2-3 days in-office) **

• The expected salary range for this position is $64480 to $85000 andwill 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/disabilityinsurance FSA HSA and 401(k) accounts paid-time-off benefits and eligible bonuses equity and commissions for some positions.

KNOWLEDGE / SKILLS / ABILITIES:

• Comprehensive knowledge of carrier strengths and networks.

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

• Desire to learn and grow within the insurance industry.

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

• Confidence and demeanor to effectively interact with all levels within the organization.

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

• Computer skills: proficiency with Microsoft Office Suite and Outlook.

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

WORKNG 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.

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.

HUB International Limited is an equal opportunity and affirmative action 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

E-Verify Program

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 US Recruiting Team toll-free at or. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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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

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.

E-Verify Program

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.