Insurance Solutions Specialist

About the role

The Insurance Solutions Specialist position is a sales position within the Insurance Solutions Group (ISG) Segment, responsible for prospecting new small commercial lines ISG clients, account rounding, cross-selling, and upselling to existing ISG clients. The role involves making new and renewal business presentations, presenting quotes, and laying the groundwork for long-term business insurance relationships.

Essential Duties and Responsibilities

• Develop and achieve maximum sales volume consistent with Hub Goals
• Identify, qualify, develop and round out new prospects and existing clients
• Respond effectively to company generated leads with rounding out all lines of coverage
• Designs insurance plans and recommends coverage to clients
• Collaborate with HUB Producers to cross-sell lines of business – commercial, personal, life and small group employee benefits
• Prepare and present proposals to prospects and clients & close the sale
• Maintain production reports and attend sales meetings as required
• Actively promote agency goals and objectives in the industry and community
• Aid service staff to collect client information in preparation of schedules of insurance, summaries, and renewal proposals
• Develop a book of business that is profitable for both Hub and carriers
• Keep informed of industry and market developments
• Aid in collecting money, arranging satisfactory financing or canceling coverage
• Aid in client-facing renewal activity on as needed basis in the ISG agency book of business

What You Bring To The Table

• Previous insurance industry or related experience and proven success in a sales role
• Knowledge of small commercial lines insurance
• Ability to identify potential clients and initiate contact
• Strong presentation skills, decision-making skills, and excellent judgment
• Self-motivated
• Excellent marketing skills & strong communication skills
• Proficient Microsoft office
• Experience with an Agency Management System

What Does HUB Offer You?

• Rewards for top Sales Executive
• Medical, Dental, and Vision
• Paid parental leave
• Comprehensive Wellness Program
• 401(k) Retirement Plan
• Life and Disability Plans
• Flexible Spending Accounts for healthcare and dependent care

Department

Sales

Required Experience

2-5 years of relevant experience

Required Travel

Up to 25%

Required Education

High school or equivalent