Select Business Sales Associate at HUB International | San Francisco, CA | Rezi

Select Business Sales Associate at HUB International

Select Business Sales Associate

HUB International · San Francisco, CA

2 months ago

Select Business Sales Associate

HUB International · San Francisco, CA

2 months ago
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About the Role

This role is a structured production development position for individuals with prospecting instincts and client-facing capability, focused on building a book of business with support and mentorship. The primary focus is new business production, with service exposure to build foundational knowledge for long-term validation. The role has a minimum duration of two years to develop core competencies and participate in a full renewal cycle.

Responsibilities

  • 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, tracking and documenting 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.
  • 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 from 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 new business development or sales and marketing strategies.
  • Perform other duties and projects as assigned.

Requirements

  • High School Diploma / GED required
  • 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
  • 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

Skills

  • 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
  • Ability to effectively and professionally communicate orally and in writing with internal and external customers
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
  • Professional presence and ability to effectively interact with all levels within the organization
  • Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly
  • Ability to prioritize and organize multiple tasks and responsibilities to complete assignments on time and with optimal accuracy
  • Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately
  • Critical & Analytical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
  • Computer skills: proficiency with Microsoft Office Suite and Outlook
  • CRM experience preferred
  • Recognizes how daily tasks fit into the big picture
  • Engages in learning and development using a growth mindset
  • Understands the principles and procedures of the business
  • Looks for ways to improve efficiencies and generate revenue
  • Recognizes the need to adapt and respond to change
  • Works collaboratively with others to achieve common goals
  • Communicates clearly and openly

Experience Level

  • 2-5 years of relevant experience

Education Level

  • High School Diploma / GED required
  • Bachelor’s degree preferred
  • Diploma

Salary/Compensations

  • $25-$31/hr + Commission

Benefits

  • Competitive, exciting and friendly work environment
  • Continuous opportunities for growth and development
  • Entrepreneurial culture
  • Competitive and flexible benefits options
  • Health/dental/vision/life/disability insurance
  • FSA, HSA and 401(k) accounts
  • Paid-time-off benefits
  • Eligible bonuses, equity and commissions for some positions

About the Company

  • HUB advises businesses and individuals on preparing for the unexpected, providing peace of mind through unrelenting advocacy and tailored insurance solutions.
  • As one of the world's largest insurance brokers, HUB focuses on protecting clients' most important assets.
  • HUB has a growing team of professionals across North America, recognized for excellence in the insurance community.
  • HUB International Limited is a leading full-service global insurance broker, headquartered in Chicago, Illinois.
  • The company provides property and casualty, life and health, employee benefits, investment, and risk management products and services.
  • HUB offers a network of over 450 offices in North America, fostering an entrepreneurial culture that empowers employees.
  • HUB invests in employee future, providing continuous growth and development opportunities.

Equal Opportunity

  • HUB International Limited is an equal opportunity and affirmative action employer.
  • The company does not discriminate based on race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, veteran's status, or any other characteristic protected by local, state, or federal laws.
  • EEO is the Law poster and its supplement are available.
  • EEOAA Policy and E-Verify Program are in place.
  • The company endeavors to make its website accessible to all users.
  • For accommodation requests or assistance with the application process, contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com, or the recruiting team at HUBRecruiting@hubinternational.com.