Sales Coordinator

Summary

HUB International is an insurance broker providing risk management, insurance, employee benefits, retirement, and wealth management solutions. SPG is seeking a Sales Coordinator to support sales initiatives, producer enablement, lead and prospect intelligence, CRM reporting, content development, partnership support, and event logistics across its specialty benefits divisions.

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

• Work remotely within your local time zone.
• Structured training, licensing support and ongoing development opportunities designed to accelerate your career.
• Comprehensive health benefits, retirement savings matching and company-paid life and disability plans.
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance.
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career.