Insurance Operations Specialist
3 weeks ago
About the Role:
The Broker Development Specialist plays a pivotal role in enhancing insurance operations by supporting brokers and educating them on HUB's services and offerings. They promote HUB's tools and programs while building and strengthening broker relationships. Additionally, they identify new producer opportunities and serve as a valuable resource for brokers, ensuring their success and growth.
A Day in the Life:
- Driving regional sales in all lines of Insurance including life, living benefits, and personal health products.
- Strengthening and building strong advisor relationships.
- Acting as the first point of contact for pre-sales inquiries.
- Effectively providing ongoing coaching and training to brokers on how to prospect efficiently using HUB Masterworks programs, how to incorporate a sales process in client meetings, HUBLINK, and carrier software.
- Efficiently providing recommendations on various products, completing comparisons, and carrier options based on Advisor requests.
- Actively reviewing cases with our Advisors and presenting them with the most suitable solutions using illustration platform.
- Constantly learning and participating in insurance and investment industry training to stay informed and educated on industry best business practices.
Requirements:
- A minimum of 2 years of relevant experience in the life and insurance industry.
- Completion of the LLQP (Life License Qualification Program) is mandatory.
- Outstanding presentation and communication capabilities.
- Possess a positive demeanor, a steadfast commitment to assisting others, inquisitiveness, and a track record of delivering consistent performance.
- Proficiency in training and mentoring others in prospecting for new business and establishing efficient sales methodologies.
- Exceptional proficiency in time management, organizational prowess, and prioritization skills, which are deemed paramount.
- Hands-on experience with the MS Office Suite and proficiency in navigating various online meeting platforms.
- Exhibit a strong inclination and readiness to pursue further industry education (such as QAFP, CFP, and CLU certifications) to foster career growth at HUB.
- Display confidence in engaging with individuals and orchestrating/assisting with events, whether in-person or virtually.
- While a post-secondary education is not mandatory, holding a college diploma or university degree is advantageous for potential advancement within the organization.
About HUB International:
Headquartered in Chicago, Illinois, is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement, and wealth management products and services. With more than 17,000 employees in offices located throughout North America, HUB's vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.
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