HUB International · 3 days ago
Vice President, Client Strategies
Lake Oswego, OR
Full-time
Hybrid
Mid, Senior Level
5+ years expHUB International is one of the world’s largest insurance brokers, dedicated to providing tailored insurance solutions. The Vice President, Client Strategies will be responsible for coordinating and driving cross-sell activities across the region, collaborating with various teams to achieve revenue targets.
Financial ServicesInsuranceInsurTechRisk Management
Responsibilities
Coordinate cross-sell efforts for the region, working with the data analysts' team, producers, sales leaders and sales enablement team, ensuring cross-sell activities take place
Collaborate with the data analytics team to identify cross-sell opportunities and assist producers in building and managing a cross-sell pipeline within their book
Conduct research and competitive intelligence to identify account trends, industry challenges, business expansion signals, and key decision-maker profiles. Deliver actionable intelligence reports to producers that include:
Company growth indicators (acquisitions, new locations, leadership changes, funding events)
Industry-specific risks, regulatory changes, and market pressures
Organizational charts with decision-maker names, titles, and contact information
Trigger events that create urgency for insurance or benefits conversations
Competitive intelligence on incumbent carriers, brokers, and service gaps
Review cross-sell opportunities with producers, advisors, and sales leaders, and help prioritize high-probability cross-sell opportunities based on research findings and account readiness
Meet regularly with producers and advisors to track progress, update opportunity status, and share new intelligence that impacts prioritization or approach
Provide regular status updates on cross-sell activities in the region to the Region President, CSO, and the Region Leadership team
Work with marketing and the national team to develop and launch targeted campaigns of HUB collateral to prospects. Customize national cross-sell initiatives to fit the unique dynamics, priorities, and opportunities within the region
Organize regional workshops, training sessions, or joint planning meetings with a goal to drive producer engagement and strengthen cross-sell culture and execution
Track key performance indicators (KPIs) like conversion rates and revenue impact to optimize and refine cross-selling strategies
Maintain strong communication with producers and sales leaders to help drive results
Qualification
Required
Bachelor's degree (4-year degree)
5+ years of hands-on experience in Sales, Sales Operations, Business Development, or Project Management
Highly organized
Strong sense of urgency
Sharp analytical mindset
Strong problem-solving abilities
Clear and effective communication skills
Ability to dig into research and turn complex information into practical, actionable insights
Preferred
Familiarity with the insurance industry and/or the Employee Benefits space
Benefits
401k plan where the Company matches 50% of the first 6% you contribute
Paid parental leave
Medical, dental, and vision options
Robust wellness program
Paid vacation, paid holidays, floating holidays and more!
Company
HUB International
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$8.5BKey Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B
Leadership Team
Marc Cohen
Chairman of the Board and CEO
Joseph C. Hyde
Chief Financial Officer
Recent News
Calgary Herald
2026-01-11
Company data provided by crunchbase