Sales Performance Coordinator

ABOUT US

At HUB International we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals families and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn grow and make a difference. Our structure enables our teams to maintain their own unique regional culture while leveraging support and resources from our corporate centers of excellence.

HUB is one of the largest global insurance and employee benefits broker providing a boundaryless array of business insurance employee benefits risk services personal insurance retirement and private wealth management products and services. With over $5 billion in revenue and almost 20000 employees in 600 offices throughout North America HUB has grown substantially in part due to our industry leading success in mergers and acquisitions.

The Sales Performance Coordinator is the operational backbone of the team: the person who owns the recurring processes data handling vendor administration and documentation that keep Sales Force Developments (SFD) programs running cleanly. Program and event support (media assistance logistics survey distribution) rounds out the role but the core of the job is process and execution ownership not content creation.

Producer Subsidy Plan (PSP) Intake & Tracking

• Serves as the day-to-day owner of the PSP application intake process including the conditional-logic form and status tracker.
• Processes incoming applications flags exceptions or misclassifications and routes questions to the appropriate Sales Programs lead.
• Keeps the PSP repository current and audit-ready.

Vendor & Seat Administration

• Manages seat allocation and enrollment tracking for SFDs vendor tools (AuctusIQ Hyperbound Cornerstone LMS).
• Monitors utilization against contracted seat counts and flags underuse or overage.
• Tracks renewal dates and prepares renewal briefing notes ahead of contract deadlines.

Document & Version Control Stewardship

• Maintains naming and versioning discipline across SFD materials (Enterprise Protection Strategy (EPS) modules Skills Week decks case study backgrounders and similar assets).
• Owns the SharePoint/OneDrive file structure and ensures the version in circulation is always the current one.

Survey Administration & Data Preparation

• Publishes and distributes surveys (Kirkpatrick L1/L2 and program-specific instruments) on schedule.
• Cleans raw survey exports and builds first-pass data tables for review.
• Analysis and interpretation of results for coach-facing reports remain with Sales Performance Operations; this role prepares the data it does not own the conclusions.

Claude Project / AI-Tool Hygiene

• Performs routine upkeep on SFDs live Claude Projects.
• Tests changes before they go live and serves as first point of contact when a coach reports a tool issue.
• Escalates substantive changes in scoring logic framework mapping or program content to the relevant program owner rather than making those calls independently.

Budget & Expense Support

• Tracks vendor invoices against budget and helps reconcile vendor expenses.
• Supports expense report preparation and flags discrepancies for review.

Coach Onboarding Logistics

• Owns the repeatable onboarding cadence for new coaches: scheduling resource kits and system access on a recurring basis rather than built fresh each time.

These duties support the broader team but are not the primary basis for evaluating this role.

Logistics Support

• Assists with event planning and supplies across SFD programs (not limited to any single program).

Media Creation

• Produces first-draft artwork diagrams and simple video assets using Claude and approved AI tools primarily to support the Instructional Media Specialist rather than to replace that function.

Marketing & Awareness

• Publishes and sends surveys and assists with internal advertising of SFD programs and wins.
• Administration of CERKL SFD newsletter Seismic workshop reminders.

• 13 years in an operations program coordination or administrative role; corporate training environment a plus but not required.
• Comfortable working in Claude or similar AI tools for drafting data cleanup and first-draft creative work.
• Strong attention to process detail; comfortable owning a tracker or repository without daily oversight.
• Basic proficiency with design tools (Canva PowerPoint or similar) for artwork and diagram support.
• Proficiency in Microsoft Excel including formulas pivot tables VLOOKUP/XLOOKUP and conditional formatting for large multi-source datasets
• Experience importing cleaning and reconciling data exports from business systems into structured formats
• Organized communicator who can flag exceptions and escalate appropriately rather than guessing.

JOIN OUR TEAM

Do you believe in the power of innovation collaboration and transformation Do you thrive in a supportive and client focused work environment Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization When you join HUB International you will be part of a community of learners and doers focused on our Core Values: entrepreneurship teamwork integrity accountability and service.

The expected pay range for this position is $25.00/hr- $33.00/hr 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: 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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