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.
