Sales Coordinator

Summary

HUB International is an insurance broker delivering risk management, insurance, employee benefits, retirement, and wealth management solutions. The Sales Coordinator supports Producers through sales initiatives, CRM reporting, lead and prospect intelligence, sales enablement content, campaign execution, event logistics, and cross-functional collaboration.

Responsibilities

• Support and help drive corporate and divisional sales initiatives, augmenting Producers in the overall execution of sales strategy
• Support cross-sell efforts across SPG Ancillary Benefits, SPG Specialty Benefits, and other SPG divisions, helping Producers identify and act on opportunities across the platform
• Operate as an extension of Producers, including finalist meeting preparation, scheduling support, and summarizing discussions and next steps, in whichever lane the opportunity sits
• Maintain Producer-facing CRM records (Salesforce, Monday.com) and help drive accountability to ensure seamless integration with cross-functional teams to include tracking missing data requests for comprehensive and accurate data
• Flag stalled, at-risk, or dead opportunities to Producers and leadership, and coordinate CRM updates as necessary
• Distribute pipeline and in-force client reporting pulled from CRM sources for leadership and Producers
• Keep HUB regional engagement status tracking current
• Partner directly with Producers to vet lead data, investigate and consolidate lead information, and develop a quality-driven lead strategy together, so Producers can focus on building relationships and closing business
• Run CORE checks and other diligence and eligibility steps to support Producer prospecting and qualification
• Monitor and interpret intent data to flag prospect activity and surface timely opportunities for Producers
• Research sales leads and competitive intelligence through online tools and resources, delivering analysis and reporting to sales and management
• Maintain divisional sales tools that surface eligibility, pricing, and referral readiness for Producers
• Build and maintain sales enablement collateral for Producers, including one-pagers (Prospect and Client versions), discovery cards, co-branded decks, and named producer toolkits as individual Producers ramp on a given channel
• Support discovery calls and partner capability summaries as new referral or partnership opportunities are evaluated
• Support email campaign execution, scheduling, and tracking in partnership with marketing
• Coordinate event and meeting logistics for producer-driven events and carrier meetings
• Run point on collaboration and communication between matrix partners on producer-facing initiatives
• Build relationships with internal colleagues as well as broker and carrier partners
• Support efforts to align and grow through producer coaching and collaboration
• Adhere to clearly defined best practices and Service Level Agreements (SLAs), and implement continuous improvement initiatives with strategic direction from leadership

Skills

• 1-5 years' experience in employee benefits, sales operations, or a related field
• Understands HCM and ancillary products (dental, vision, life, disability, and supplemental health)
• Comfortable working across CRM and sales enablement tools (Salesforce, Monday.com, and prospecting or intent-data platforms)
• Comfortable triaging a large set of data with acute attention to detail and accuracy
• Strong writing and design instincts; comfortable building polished collateral and decks without heavy creative direction
• Thrives in a fast-paced environment and is comfortable with organizational change
• Meticulous attention to detail
• Effective communicator with a proven ability to collaborate cross-functionally
• Self-starter who excels with minimal oversight or direction
• Adaptable and capable of balancing competing priorities across multiple lanes of business
• Strong sense of curiosity and willingness to learn
• Team-oriented mindset
• Bachelor's degree or higher

Qualifications

Must Haves

• 1-5 years' experience in employee benefits, sales operations, or a related field
• Understands HCM and ancillary products (dental, vision, life, disability, and supplemental health)
• Comfortable working across CRM and sales enablement tools (Salesforce, Monday.com, and prospecting or intent-data platforms)
• Comfortable triaging a large set of data with acute attention to detail and accuracy
• Strong writing and design instincts; comfortable building polished collateral and decks without heavy creative direction
• Thrives in a fast-paced environment and is comfortable with organizational change
• Meticulous attention to detail
• Effective communicator with a proven ability to collaborate cross-functionally
• Self-starter who excels with minimal oversight or direction
• Adaptable and capable of balancing competing priorities across multiple lanes of business
• Strong sense of curiosity and willingness to learn
• Team-oriented mindset

Nice to Haves

• Bachelor's degree or higher

Benefits

• Remote flexibility, working within your local time zone
• Structured training
• Licensing support
• Ongoing development opportunities designed to accelerate your career
• Comprehensive health benefits
• Retirement savings matching
• Company-paid life and disability plans
• Generous paid time off
• Paid parental leave
• A wellbeing program designed to support real work/life balance
• Eligible bonuses
• Equity
• Commissions for some positions