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HUB International · 2 days ago

Marketing Assistant

Argyle, TX

Full-time

Onsite

Entry Level

1+ years exp

HUB International is a global insurance broker providing a broad array of products and services. The Employee Benefits Marketing Assistant supports Account Executives and Account Managers in the marketing, sale, and administration of group products.

Financial ServicesInsuranceInsurTechRisk Management

Hiring Manager

Kevin Phillips

Responsibilities

Prepare requests for proposal (RFPs). Prepare client proposals for current clients and prospects utilizing word-processing, database, vendor information and spreadsheets

Must have working knowledge of all lines of Group Benefits products in order to review and prepare proposals

Maintain current and accurate prospect, client, and vendor database and hard files

Communicate case status with Producer, Employee Benefit Specialist(s), Account Manager(s), Administrative Assistant(s) and Clients

Assure sold business cases are completed and filed

Resolve Client questions and problems in absence of Producer

Remain current on new products and marketing concepts. Attend continuing education courses and miscellaneous seminars to obtain and/or maintain Group I license

Assist with implementation of new policies, services

Review new business paperwork and work with prospect and client as required; obtaining signatures, policy/contract delivery and problem resolution

Assist with managing eligibility

Qualification

Group I Life & Health Insurance licenseProposal software packagesWord-processing Software (Word)Spreadsheet (Excel)PowerPoint PresentationsCustomer service passionInterpersonal skillsCommunication skillsAttention to detailTeamwork

Required

Bachelor's degree (4-year degree)

Group I Life & Health Insurance license required (or obtained within 90 days of employment)

1-2 years of relevant experience

Must have working knowledge of all lines of Group Benefits products in order to review and prepare proposals

Excellent interpersonal and communication skills (oral, written and presentation)

Ability to prepare business letters, memos, summaries and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style

Passion for customer service and working in team-based environment

Decision making ability; use independent thinking as needed

Must be attentive to detail and produce accurate work

Must be dependable and flexible in changing priorities with the ability to handle multiple tasks

Preferred

Bachelor's degree preferred

Preferred knowledge of proposal software packages, group life and health insurance products, formal presentation packages, death benefits, life insurance application processing and policy servicing