Lead Strategic Resource Manager

ABOUT HUB:

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

POSITION SUMMARY:

The Strategic Resource Manager (SRM) plays a vital role in the growth and development of our sales culture in the Southern California (SoCal) region of HUB International. The SRM reports to the VP of Sales Enablement, Claire Pignataro, and works closely with the Sales Enablement team at HUB’s corporate headquarters in Chicago to deliver sales initiatives, product rollouts, and training programs.

The SRM promotes HUB International's creative and administrative marketing solutions to help generate new business and increase client retention. The SRM is responsible for educating internal HUB team members and clients on the tools and resources available, while finding innovative ways to showcase our unique capabilities.

Administrative

• Support the Sales Enablement team in launching and executing regional and corporate initiatives

• Establish and maintain positive working relationships internally and externally to achieve the goals of the SoCal Region’s Senior Leadership Team and the organization

• Support Sales Leadership in onboarding new Producers and merger/acquisition integrations

• Serve as administrator for all SRM associated sales tools, including account activation, reporting, data mining, troubleshooting, and utilization tracking

• Serve as a resource and navigator for employees seeking HUB tools and support

 Marketing

• Support corporate Marketing and Communications and the Regional Marketing Team in the creation and execution of advertisements, email campaigns, and virtual and in-person events

• Support Producers in growing their social media presence via LinkedIn / Twitter

• Create presentations, ads, flyers, sales sheets, placemats, event invites, event registrations, landing pages, etc. as needed

• Support HUB SoCal participation at tradeshows, conferences, and client events (minor on-site activity required)

Technology Tools and Resources

• Serve as the primary point of contact for all Producer-facing tools and resources

• Serve as subject matter expert and training lead for all HUB-provided sales and marketing tools, including LinkedIn, LinkedIn Sales Navigator, Amplify, Hootsuite, Workfront, and related platforms

• Manage tool onboarding and access for new users

• Deliver in-person and virtual training sessions for individual Producers and office locations

• Maintain expertise in HUB's CRM platform (CORE) and support its effective use across the region

• Serve as the primary training contact for the HUB intranet system (Seismic), supporting SoCal employees with navigation and content

• Evaluate and pilot new technologies and applications to support the Sales Enablement and SRM team

• Engage directly with third-party vendors and participate in ongoing corporate training

Sales Enablement

• Partner directly with Location Managers, Producers, prospects, and clients to present HUB value and capabilities in sales meetings and new business pitch environments

• Lead the development of targeted lead lists, RFP responses (including writing, formatting, editing, and finalizing), capabilities presentations, benchmarking reports, premium volume analyses, and sell sheets

• Develop and execute vertically driven sales campaigns aligned to Producer and regional priorities

• Collaborate with the CSOs and Sales Enablement leadership to develop and execute local and national training initiatives.

Factors for Success

• Bachelor’s degree from an accredited university preferred

• 3–5 years of relevant experience

• Prior experience in a sales or marketing role

• Ability to work in a team environment that is cross-functional and remote

• Professional, credible and detail oriented with a high sense of urgency

• Comfortable working in a fast-paced setting, with proven ability to take initiative

• Exceptional organizational skills with the ability to manage multiple priorities simultaneously

• Sales-support mindset, competitive drive, and the ability to understand and communicate data effectively

• Persistent, creative approach to problem-solving

• Technically proficient and comfortable adopting new tools and platforms

• Ability to present complex information clearly and concisely to leadership and sales teams

• Ability to identify business needs and develop scalable processes and tools to address them

• Creative, analytical thinker who can distill complex challenges into clear, actionable solutions

• Strong verbal and written communication skills, with the ability to effectively engage customers, sales teams, and technical stakeholders

• Solutions-oriented marketing mindset

• Experience in customer service or a role focused on client relationship management

• AI proficient and curious

• Proficiency with Microsoft Office Suite; advanced Excel skills (V-Lookups, Macros, Power Query) preferred

• Experience with managing or utilizing client relationship management (CRM) software; Dynamics 365; PowerBi; PowerAutomate; Claude, ChatGPT, Excel; and PowerPoint

QUALIFICATIONS:

• High School / GED

KNOWLEDGE / SKILLS / ABILITIES:

• Comprehensive knowledge of carrier strengths and networks.

• Ability to effectively and professionally communicate orally and in writing with internal and external customers.

• Desire to learn and grow within the insurance industry.

• Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.

• Confidence and demeanor to effectively interact with all levels within the organization.

• Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.

• Computer skills: proficiency with Microsoft Office Suite and Outlook.

• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

WORKNG CONDITIONS AND PHYSICAL DEMANDS:

• This position primarily involves remaining in a stationary position for the majority of the workday.

• The person in this position frequently communicates with colleagues and clients both in person and on the telephone; must be able to communicate and exchange accurate information.

• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.

• The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

WHY CHOOSE HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at  http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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LIKE US SO FAR?

Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.  Apply online today

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.