Client Strategies Coordinator
2 weeks ago
Who We Are
We are BC’s largest Insurance Broker and looking for individuals to grow with us A career at HUB means your career opportunities are endless. From auto, personal or commercial lines, claims, employee benefits, administration, to becoming a full-time producer or account manager, we have a role for you. Our culture is renowned within the industry, and we value our people. Helping our clients protect what matters most is crucial to who we are, and we are on the lookout for those who share the same passion.
We are Proud to Offer
Competitive compensation
Comprehensive tuition financing and career-related training and development
Company matching RRSP contributions
Customizable flexible benefits options for you and your family
We promote work-life balance through flexible scheduling and hours
A progressive employee assistance program through LifeWorks
Mental and physical wellness initiatives
**HUB Cares**: we are a company that gives back and is active in the community
The Opportunity
Our Client Strategies Division is seeking a Client Strategy Coordinator This position is a Permanent Full-Time position that will provide client-focused administrative support to the Vice President, Client Strategies. In this role, you will primarily support cross-selling initiatives. This role needs someone who is highly analytical and can manage multiple tasks at once with ease.
Our Burnaby location is our head office and is centrally located in the Willingdon Business Park. This location is easily accessible by the Gilmore sky train station with many shops, restaurants and other amenities nearby.
The Responsibilities
Provide administrative support as required for day-to-day business operations
Schedule, plan and organize meetings
Prepare meeting agendas, materials and minutes when required
Work with VP, Client Strategies to support cross-sell strategies/initiatives for HUB region
Perform lead generation activities
Liaise with stakeholders in various departments
Work with colleagues to manage and track pipeline in the Microsoft Dynamics (CORE) system
Create sales visuals and bulletins
Monitor and maintain sales/lead gen inboxes
Participate in stewardship meetings where applicable
Work with training and development stakeholders to support the delivery of targeted education sessions for advisors on various key cross-sell product lines
Support the planning of networking and team building events
Prepare analysis of data and report summaries using Excel
Convert data to visual presentations (PowerPoint, Word, Excel)
Ensures compliance to policies and procedures
The Requirements
3+ years of experience in an administrative position
Ability to exercise good judgment, show initiative and be proactive
High standards of ethics and confidentiality to handle sensitive information
Solutions oriented individual
Strong attention to detail and accuracy
Strong communication skills, both written and verbal
Ability to learn quickly and adapt well to change
Excellent analytical skills
**Asset experience that will make you stand out**:
Experience using Sales CRM (i.e. Salesforce, Microsoft Dynamics), ZoomInfo, Excel Reporting, and Power BI an asset
Our Culture Starts with You
We are looking for SELF-STARTERS with an ENTREPRENEURIAL mindset who will take OWNERSHIP of their business
We want you to be INNOVATIVE and open to sharing your ideas
You work with URGENCY while providing a high level of PROFESSIONAL SERVICE towards our customers, communities, & colleagues.
You are a TEAM PLAYER who positively impact those around them; We MOTIVATE each other to GROW TOGETHER
You work with a high degree of INTEGRITY and ACCOUNTABILITY
To find associated positions at our HUB simply search myHUBbc as a keyword in the search bar on our careers page
Department Account Management & Service
**Required Experience**: 2-5 years of relevant experience
**Required Travel**: No Travel Required
**Required Education**: High school or equivalent
Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
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