Marketing Assistant

About this role

About HUB  

HUB International is a global insurance broker   providing   a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 500 offices across the United States,   Canada   and Puerto Rico with more than  20 ,000 employees . Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity.  

  Purpose of Position:   Supports Employee Benefits Specialist in the marketing, sale, and administration of group products.     Essential Functions:  

• Prepare requests for proposal (RFPs). Prepare client proposals for current clients and prospects   utilizing   word-processing, database, vendor   information   and spreadsheets.  

• Must have working knowledge of all lines of Group Benefits products   in order to   review and prepare proposals.  

• Maintain current and   accurate   prospect , client, and vendor   database   and hard files.  

• Communicate case status with Producer, Employee Benefit Specialist(s), Account Manager(s), Administrative Assistant(s )   and Clients.  

• Prepare detailed analysis of bids received.  

• Sales and service of Individual Insurance policies  

• Assure sold business cases are completed and filed.  

• Prepare reports including group   prospect , renewal, commissions,   products   and sales.  

• Resolve Client questions and problems in absence of Producer.  

• Remain current on new products and marketing concepts. Attend continuing education courses and miscellaneous seminars to obtain and/or   maintain   Group I license.  

• Travel to prospect and client location as   required   for obtaining signatures, policy/contract   delivery   and problem resolution.  

  Experience / Educational Requirements:  

• High School   Diploma;   2 - 4 years of related college experience preferred.  

• Knowledgeable of proposal software packages, group life and health insurance products, formal presentation packages, death benefits, life insurance application   processing   and policy servicing   preferred.  

• Group I Life & Health Insurance license   required   (or obtained within   90 days   of employment).  

  Skill and Quality Requirements:  

• Computer and office equipment experience:  

• Word-processing Software (Word)  

• Spreadsheet (Excel)  

• PowerPoint Presentations  

• Database (Agency Expert)  

• General office equipment including copier, fax, 10-key calculator,   binder   and phone.  

• Good data entry skills: typing 45 wpm.  

• Spreadsheet development (simple formulas).  

• Proposal software installation and   utilization .  

• Proposal preparation ( utilizing   word-processor and/or computerized presentation packages).  

• Excellent interpersonal and communication skills (oral, written and presentation):  

• Formal presentation preparation skills.  

• Ability to speak with clients with poise, voice control, and confidence, using correct English and well-modulated voice.  

• Ability to prepare business letters, memos,   summaries   and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style.  

• Leadership,   team   and customer service attitude.  

• Decision making ability; use independent thinking as needed.  

• Must be attentive to detail and produce   accurate   work.  

• Must be dependable and flexible in changing priorities with the ability to handle multiple tasks.  

• Ability to apply   commonsense   understanding to carry out instructions   furnished   in written, oral, or diagrammatic form.  

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

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 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  HUBRecruiting@hubinternational.com . 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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