Marketing Assistant

About HUB:

HUB International is a top 5 global insurance brokerprovidinga broad array of property, casualty, risk management, life and health, employee benefits,investmentand wealth

managementproducts and services. HUB has more than 650 offices across the United States,Canadaand Puerto Rico with more than19,000 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

customerservice with employees committed to adding value to every client activity.

Purpose of Position:

Supports Account Executive in the marketing,sales, and administration of group products.

Essential Functions:

• Prepare requests forproposal(RFPs). Prepare client proposals for current clients and prospectsutilizingword-processing, database, vendorinformationandspreadsheets.

• Must have working knowledge of all lines of Group Benefits productsin order toreview and prepare proposals.

• Maintain current andaccurateprospect, client, and vendordatabaseand 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.

• Assure sold business cases are completed and filed.

• Prepare reports including groupprospect, renewal, commissions,productsand sales.ResolveClient questions and problems in absence of Producer.

• Remain current on new products and marketing concepts. Attend continuing educationcourses and miscellaneous seminars to obtain and/ormaintainGroup Ilicense.

• Assistwith implementation of newpolicies,services.

• Review new business paperwork and work withprospectandclientas; obtaining signatures, policy/contractdeliveryand problem resolution.

• Experience / Educational Requirements:

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

• Preferred knowledge of proposal software packages, group life and health insurance products, formal presentation packages, death benefits, life insuranceapplicationprocessingand policy servicing.

• Group I Life & Health Insurance license(or obtained within90 daysof 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,binderand phone.

• Good data entry skills: typing 45 wpm.

• Spreadsheet development (simple formulas).

• Proposal software installation andutilization.

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

• Excellent interpersonal and communication skills (oral,writtenand 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,summariesand reports using prescribed format andconformto all rules of punctuation, grammar, diction, andstyle.

• Leadership,teamand customer service attitude.

• Decision making ability; use independent thinking as needed.

• Must be attentive to detail and produceaccuratework.

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

•  Ability to applycommonsenseunderstanding to carry out instructionsfurnishedinwritten,oral,or diagrammatic form.