HUB International

The Junior CRM Administrator, Sales Enablement plays a vital role in the growth and development of our sales culture.. The Junior CRM Manager, Sales Enablement reports to the CRM Technical Product Owner and assists Corporate and Regional HUBs in achieving their goals through use of technology.. The Junior CRM Manager, Sales Enablement thrives working in an entrepreneurial environment—bringing forth and implementing new ideas and solutions.. Comfortable with the design, development, testing, deployment, and support aspects of the Microsoft Dynamics 365 platform.. Assist CRM Administrator with Onboarding & Offboarding tasks (as needed)

crm administrator

About Us At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. Position Summary The Junior CRM Administrator, Sales Enablement plays a vital role in the growth and development of our sales culture. The Junior CRM Manager, Sales Enablement reports to the CRM Technical Product Owner and assists Corporate and Regional HUBs in achieving their goals through use of technology. This individual will be working out of our corporate headquarters in Chicago to deliver ongoing sales initiatives to HUB regional locations. The Junior CRM Manager, Sales Enablement thrives working in an entrepreneurial environment—bringing forth and implementing new ideas and solutions. This individual will have the ability to take a project and run with it while adding in their own innovative solutions and ideas. Technology and sales tools are of upmost importance to HUBs continued growth. A key aspect for this role will be to provide support and oversight for the system configuration, upgrade, security administration, change management and on-going monitoring of HUB’s enterprise Dynamics 365 CRM platforms. Responsibilities <ul><li>Drives Sales Pipeline CRM (Microsoft Dynamics) projects as directed by CRM Technical Product Owner.</li><li>Comfortable with the design, development, testing, deployment, and support aspects of the Microsoft Dynamics 365 platform.</li><li>Participates in user testing and upgrade process, and ensure that business objectives are met;</li><li>Identifies and understand user needs from user requests and develop strategies by which to meet those needs;</li><li>Critically evaluates information from multiple sources and clearly indicates quality of final analysis;</li><li>Assist CRM Administrator with Onboarding & Offboarding tasks (as needed)</li><li>Assist with monitoring and reporting across the Power Platform</li><li>Entry Level Power Automate Tasks, including Power Automate Flow modification and creation</li><li>Responsible for monitoring & reviewing Microsoft Release Notes & Update documentation:</li><li>Sales</li><li>Power Platform</li><li>Marketing</li><li>Assistance w/ Dataverse Administration & monitoring, including Monitor dataverse capacity, Bulk Delete Jobs and environments </li></ul>Requirements <ul><li>Critical thinker;</li><li>Competent and comfortable with Sales pipeline and automation technology with an emphasis on Dynamics 365 Power Platform (specifically Dynamics 365 CE), Excel and PowerPoint;</li><li>Must have advanced Excel skills.</li><li>Ability to work in a team environment.</li><li>Professional, credible and detail oriented with a high sense of urgency.</li><li>Sales support mentality/desire to win/ability to understand numbers and communicate them effectively.</li><li>Ability to respond to common inquiries or concerns.</li><li>Ability to effectively present information in easy to digest formats to team leadership and field sales teams</li><li>Understand business needs and know how to create the processes and tools to manage them. </li></ul>Benefits Education Account Coordinator - Employee Benefits R0024053 About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development _._ Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We Are The Perfect Fit If You <ul><li>are seeking a progressive work environment at a rapidly growing organization</li><li>have a desire to help others protect their future</li><li>have an entrepreneurial spirit and are challenged by the opportunity to grow the business</li><li>are focused on learning and development to enhance your industry knowledge and expertise</li><li>are a self-starter willing to invest time and energy to learn the technical aspects of our business</li><li>believe in integrity and building success by developing relationships with others </li></ul>Summary The Account Coordinator will provide professional, courteous service to our customers, producers, and company personnel. With a positive attitude, the Account Coordinator will provide a high level of support in obtaining, maintaining, expanding, and servicing our employee benefits accounts. The AccountCoordinator will work with producers to maintain synergy among HUB corporate goals, carrier requirements, and the needs of our customers. Job Duties <ul><li>Respond promptly and professionally to the service needs of our insureds.</li><li>Provide clerical and technical support to Producers to benefit clients and to reach agency's strategic business goals.</li><li>Assist producer in adding coverages to existing accounts.</li><li>Produce quote requests, spreadsheets and other related items while verifying their accuracy.</li><li>Maintain controls on renewals to ensure timely preparation and processing.</li><li>Prepare summaries of insurance and proposals as needed for account review.</li><li>Remarket renewals, contact clients, create renewal proposals and handle other renewal activities in coordination with the producer.</li><li>Refers current and prospective clients to other departments for solicitation of those lines of business.</li><li>Adhere to all Agency systems, procedures and state regulations.</li><li>Communicate effectively orally and in writing.</li><li>Broad knowledge of insurance products and usages and ability to work independently.</li><li>Ability to utilize computer programs and understand functionality.</li><li>Oversee functions performed by Assistant CSSs.</li><li>Maintain required client filing. </li></ul>Qualifications <ul><li>Bachelor’s degree highly preferred</li><li>Experience working with computers in Windows environment.</li><li>Strong MS Office skills, e.g. MS Word and MS Excel.</li><li>Good written and oral communication skills.</li><li>Above average mathematical skills.</li><li>Life, Accident and Health Insurance License preferred </li></ul>Department Account Management & Service Required Experience: Less than 1 year of relevant experience Required Travel: Up to 25% Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm. EEOAA Policy E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. 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 Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

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