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Select Business Sales AssociateHUB International • San Ramon, California, United States
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Select Business Sales Associate

HUB International
  • US
    San Ramon, California, United States
  • US
    San Ramon, California, United States
Jetzt Bewerben

Über

About Hub In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions that put our clients in control.
Job Summary The Select Business Sales Associate is a structured production development role designed for individuals who have demonstrated prospecting instincts and client‑facing capability and who are ready to build a book of business with focused support and mentorship. The primary focus of this role is new business production, with service exposure structured to build the foundational knowledge required for long‑term validation. The Select Business Development Director oversees pipeline activity and new business development efforts, while the Select Client Service Manager oversees service deliverables and book size management for the assigned account group. The anticipated minimum duration for this role is two years.
Duties & Responsibilities New Business Development
Proactively identify and cultivate new select commercial client relationships through networking, referrals, and targeted prospecting efforts.
Manage a pipeline of self‑generated and assigned opportunities; track and document all activity in CRM.
Partner with Sales Leaders to align prospecting efforts with CNC house account strategy and small business targets.
Prepare and present quotes, proposals, and marketing materials to support new business development efforts.
Present HUB’s value proposition in a clear, consultative manner during client and prospect meetings.
Participate in client meetings, presentations, and internal sales strategy sessions.
Collaborate with internal departments, including Employee Benefits and Risk Placement, to support cross‑sell opportunities.
Work toward defined production milestones and book size targets aligned to graduation criteria.
Service & Training
Shadow and support the Select Client Service Manager and account management team to develop working knowledge of the renewal cycle, policy administration, and book management.
Support service teams in basic policy administration tasks, including certificates of insurance, endorsements, and coverage changes.
Observe and learn the account management process, including risk and safety, claims management, renewals, and client retention strategies; directly coordinate to ensure client service needs are promptly and professionally delivered.
Research insurance markets and carrier options for new business opportunities.
Participate in structured training programs, sales development workshops, and industry sessions.
Learn the core components of insurance products, sales strategy, and client relationship management.
Build foundational sales and service skills under the leadership of the Select Business Development Director and Select Client Service Manager.
Update internal systems with accurate, timely information.
Seek continued knowledge and stay abreast of changes in the insurance industry and other external conditions that may impact the development of new business or sales and marketing strategies.
Perform other duties and projects as assigned.
Key Performance Indicators: Graduation Criteria
Book of Business: $260K+ managed revenue within 18–24 months.
New Business Production: $75K+ annual new revenue, sustained over a 12‑month period.
Client Retention Rate: 93.6%+ on serviced accounts on a trailing 12‑month basis.
Skill Demonstration: Sales Leader sign‑off at formal graduation review.
Job Specifications Qualifications
High School Diploma / GED required; Bachelor’s degree preferred.
2–4 years of professional experience; insurance industry experience required.
Property & Casualty license required or willingness to obtain within 3 months.
Non‑resident producer license in California required or willingness to obtain prior to working live accounts.
Knowledge / Skills / Abilities
Desire to learn and grow within the insurance industry with a commitment to a long‑term career in production.
Growth mindset, curiosity, and a willingness to learn from others and apply feedback.
Effectively and professionally communicate orally and in writing with internal and external customers.
Present information and respond to questions from groups of managers, clients, customers, and the general public.
Professional presence and ability to interact with all levels within the organization.
Gather pertinent information and facts, analyze and solve problems timely and thoroughly.
Prioritize and organize multiple tasks and responsibilities to complete assignments on time and with optimal accuracy.
Respond to customer needs, solicit feedback to improve service, and handle difficult or emotional situations promptly and accurately.
Critical & analytical thinking; use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Computer skills: proficiency with Microsoft Office Suite and Outlook; CRM experience preferred.
Leadership Capabilities
Recognize how daily tasks fit into the big picture.
Engage in learning and development using a growth mindset.
Understand the principles and procedures of the business.
Seek ways to improve efficiencies and generate revenue.
Adapt and respond to change.
Work collaboratively with others to achieve common goals.
Communicate clearly and openly.
Working Conditions and Physical Demands
Primarily stationary during the workday.
Communicate with colleagues and clients in person and by telephone.
Operate a computer and other office equipment such as a calculator, copy machine, and printer.
Occasionally move within the office to access file cabinets and office machinery.
E‑Equal‑Opportunity and Inclusive Employment HUB International Limited is an equal‑opportunity and affirmative action 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 characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
Benefits The expected salary range for this position is $25–$31 per hour plus commission depending on geographic location. Benefits may include health/dental/vision/life/disability insurance, FSA, HSA, and 401(k) accounts, paid‑time‑off benefits, and eligible bonuses, equity and commissions for some positions.
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  • San Ramon, California, United States

Sprachkenntnisse

  • English
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