Operations Coordinator, Insurance

About this role

About the Role  The Benefits Division Operations Coordinator plays a central role in keeping the SPG Benefits Division running smoothly. This position supports divisional leadership and cross-functional business operations through CRM and reporting management, data analysis, event coordination, and executive scheduling. The ideal candidate is highly organized, thrives in a fast-paced environment, and can move seamlessly between strategic projects and day-to-day operational support. 

Responsibilities  • Maintain and update divisional level CRM platforms including Salesforce and Monday.com dashboards across the Benefits Division businesses 

• Manage and maintain divisional level Monday.com boards and reporting for all Benefits Division business units 

• Perform data manipulation, analysis, and reporting to support leadership decision-making 

• Prepare monthly Benefits Division scorecards and send to SVP, Growth Strategy Officer for distribution 

• Support event planning and preparation for divisional webinars, summits, and meetings 

• Manage calendars and scheduling for the Benefits Divisional President and SVP, Growth Strategy Officer 

• Serve as a coordination point and liaison between SPG Marketing and Benefits Division businesses 

• Track and update cross-divisional OKRs for the full Benefits Division as directed by SVP, Growth Strategy Officer 

• Support additional operational and administrative projects as needed 

Qualifications  • Preferred 1+ years of experience in operations, project management, or a similar coordination-heavy role 

• Experience in CRM platforms (Salesforce and/or Monday.com) preferred 

• Excellent written communication skills with the ability to draft professional correspondence and reports 

• Highly detail-oriented with strong organizational skills 

• Ability to manage multiple projects simultaneously while consistently meeting deadlines 

• Comfortable working with data — including manipulation, formatting, and visualization 

• Self-starter who can work independently in a remote environment 

• Experience preferred in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook) 

• Experience in the insurance or employee benefits industry is a plus but not required 

The expected salary range for this position is $60,000 to $75,000 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. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HAS and 401(k) accounts, paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays. In addition, eligible annual bonuses, equity and commissions may be available for some positions.   

#SPG

Department Business Operations

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

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.

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