Associate Producer - Private Equity

About the role

HUB International’s Private Equity Practice is seeking an Associate Producer to support a growing practice serving PE funds and their portfolio companies. This role is not a traditional insurance role but rather a high-growth position focused on sales support, systems building, and client service excellence.

Responsibilities

• Build polished, client-ready presentations, pitch decks, and proposals from start to finish.
• Prepare meeting materials and follow-up communications for PE fund meetings and portfolio company engagements.
• Manage ongoing client service coordination across property & casualty, benefits, and retirement plan workstreams.
• Represent the practice in client-facing interactions with PE partners, associates, and portfolio company leadership.
• Collaborate with internal teams, including service teams and other specialists, to bring the best resources HUB has to clients.
• Track deal pipelines, manage CRM activity, and ensure nothing falls through the cracks during active deal cycles.
• Design and build AI-powered research workflows using tools like Claude, PitchBook, and CRM platforms to identify target funds and portfolio companies.
• Create automated processes for market research, competitive intelligence, and prospect identification that scale beyond manual effort.
• Develop and maintain marketing content, social media presence, and outbound campaigns using technology-driven approaches.
• Continuously improve operational efficiency by identifying manual processes that can be systematized.
• Shadow the Practice Leader in client meetings, deal negotiations, and relationship-building engagements.
• Develop fluency across commercial insurance, employee benefits, and 401(k)/retirement plan products as they apply to PE transactions.
• Learn how insurance integrates into the M&A process: due diligence, post-close onboarding, and ongoing portfolio management.
• Progress toward independent production, taking ownership of smaller accounts and eventually building your own book of business.

Requirements

• Exceptional work ethic. You respond during off hours to keep deals moving forward, including weekends.
• Technical proficiency in creating professional presentations, written communications, and client-ready deliverables.
• Critical thinking and independence. You identify problems, propose solutions, and execute without constant direction.
• Professional presence. You can walk into a meeting with a sophisticated client and hold your own.
• Intellectual curiosity and a bias toward learning. Insurance and PE knowledge are teachable—hunger is not.
• Problem-solving ability and creative thinking within the framework of M&A deals and a corporate structure.
• Self-starter who is not afraid to ask questions.
• Patience to learn the process and develop.

Qualifications

• 3–5 years of professional experience in a demanding, client-facing, analytical, or sales support role.
• High school or equivalent education.

Skills

• Strong communication and presentation skills.
• Experience with CRM platforms and AI tools.
• Ability to work independently and as part of a team.
• Knowledge of commercial insurance, employee benefits, and retirement plan products.
• Experience with M&A processes and due diligence.

Benefits

• Comprehensive benefits including health, dental, vision, life, and disability insurance.
• Flexible work schedule based on performance.
• 401(k) account.
• Equity and commissions for some positions.

Pay

The expected salary range for this position is $88,500 - $110,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.

Schedule

Negligible required travel.

Department

Account Management & Service