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Insurance Portfolio Coordinator
4 weeks ago
About the Role:
We are seeking a highly motivated and organized Sales Support Representative to join our team at Hub Financial Inc. As a Sales Support Representative, you will play a critical role in supporting our sales team in fostering client growth and retention.
Key Responsibilities:
- Collaborate with our sales team to identify and pursue new business opportunities
- Develop and maintain strong relationships with existing clients to ensure their needs are met and exceeded
- Provide exceptional customer service and support to clients through various communication channels
- Review and analyze client data to identify areas for growth and improvement
- Prepare and present client reports and recommendations to the sales team
- Stay up-to-date with industry trends and regulatory changes to ensure compliance and best practices
Requirements:
- 1-3 years of experience in a sales or customer-facing role
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize multiple tasks
- Strong analytical and problem-solving skills
- Knowledge of insurance products and services is an asset
What We Offer:
- A dynamic and supportive work environment
- Opportunities for professional growth and development
- A competitive salary and benefits package
- A chance to work with a leading insurance company
About Us:
Hub Financial Inc. is a leading insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement, and wealth management products and services. We are committed to delivering exceptional service and solutions to our clients and are proud to be a part of the HUB International family.