Marketing Assistant

About the role

HUB International is a top 5 global insurance broker offering a wide range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. With more than 650 offices across the United States, Canada, and Puerto Rico, HUB employs over 19,000 people. Our regional offices focus on helping individuals and businesses assess and manage their risks and insurance needs. We prioritize superior customer service with employees committed to enhancing every client interaction.

Responsibilities

• Prepare requests for proposal (RFPs).
• Create client proposals for existing clients and potential clients using word-processing, database, vendor information, and spreadsheets.
• Show working knowledge of various Group Benefits products to review and prepare proposals.
• Maintain up-to-date and accurate records of prospects, clients, and vendors in the database and physical files.
• Communicate case statuses with producers, employee benefit specialists, account managers, administrative assistants, and clients.
• Analyze bids received and ensure sold business cases are completed and filed.
• Create detailed reports including group prospect, renewal, commissions, product, and sales data.
• Handle client inquiries and issues when the producer is unavailable.
• Stay updated on new products and marketing concepts by attending continuing education courses and seminars.
• Obtain and maintain a Group I license (or obtain one within 90 days of employment).
• Aid in implementing new policies and services.
• Review new business paperwork and assist with signing, delivering policies, and resolving issues.

Requirements

• High school diploma; 2-4 years of related college experience preferred.
• Preferred knowledge of proposal software packages, group life and health insurance products, formal presentation packages, death benefits, life insurance application processing, and policy servicing.
• Group I Life & Health Insurance license required (or obtain within 90 days of employment).
• Computer and office equipment experience: Word-processing Software (Word), Spreadsheet (Excel), PowerPoint Presentations, Database (Agency Expert), and general office equipment including a 10-key calculator, binder, and phone.
• Good data entry skills: typing 45 words per minute, spreadsheet development (simple formulas), proposal software installation and utilization, and proposal preparation (using word-processor and/or computerized presentation packages).
• Excellent interpersonal and communication skills (oral, written, and presentation): formal presentation preparation skills, speaking with clients with poise, voice control, and confidence, using correct English and well-modulated voice, preparing business letters, memos, summaries, and reports using prescribed formats, and adhering to rules of punctuation, grammar, diction, and style.
• Leadership, team, and customer service attitude; decision-making ability; use independent thinking as needed; attention to detail and accuracy; dependability and flexibility in handling multiple tasks; ability to apply common sense to follow instructions and handle multiple tasks.

Skills and Quality Requirements

• Typing 45 words per minute.
• Spreadsheets development (simple formulas).
• Proposal software installation and utilization.
• Proposal preparation (using word-processor and/or computerized presentation packages).
• Excellent interpersonal and communication skills (oral, written, and presentation).
• Formal presentation preparation skills.
• Speaking with clients with poise, voice control, and confidence, using correct English and well-modulated voice.
• Preparing business letters, memos, summaries, and reports using prescribed formats and following rules of punctuation, grammar, diction, and style.
• Leadership, team, and customer service attitude.
• Decision-making ability; use independent thinking as needed.
• Attention to detail and producing accurate work.
• Dependability and flexibility in handling multiple tasks.
• Ability to apply common sense to follow instructions and handle multiple tasks.

Qualifications

• Bachelor's degree (4-year degree).

Benefits

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 veteran's status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. E-Verify Program We strive to make this website accessible to any and all users. If you need assistance completing the application process or require accommodations due to a disability, please contact the recruiting team at HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use it to inquire about the status of your application.