Strategic Resource Manager - Employee Benefits

About Us:

HUB International is a top 10 global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 400 offices across the United States, Canada and Puerto Rico with more than 10,000 employees.

Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity.

Position Summary:

The Strategic Resource Manager (SRM) plays a vital role in the growth and development of our sales culture. The SRM for Employee Benefits reports to the Chief Operating Officer with dotted line accountability to the Employee Benefits Practice Leader, and assists Management and Producers to achieve their goals. The SRM also works closely with our corporate headquarters in Chicago to deliver ongoing initiatives to all locations of the HUB region, and is an indirect report to the Corporate Sales Enablement, Assistant Vice President.

Deemed as the HUB Product Liaison, SRMs promote the HUB International creative & administrative marketing solutions to help generate new business and client retention. They are responsible for educating both Clients and Producers on the tools and resources that HUB has to offer, while finding innovative ways to showcase HUB's unique capabilities.


The SRM can choose to be located in eitherDallas or Fort Worth, Texas.

Scope of Responsibilities:

Sales Enablement

  • Interface directly with Location Managers, Producers, Prospects, and Clients to present HUB value adds and benefits in sales meeting and new business pitch environments
  • Assist with development of scrubbed lead lists, RFPs, capabilities presentations, benchmarking reports, premium volume stats, and sell sheets
  • Ability to develop and execute vertically driven sales campaigns based on Producer's needs

Technology Tools and Resources
  • Main point of contact for all Producer and Client facing tools & resources
  • Present in-person and webinar hosted training sessions for individual Producers and office locations
  • Main point of contact for HUB intranet system assisting with navigation and posting regional content
  • Work directly with third party vendors and receive regular corporate training
  • Work with CSO to onboard new Producers and acquired locations to promote their merger with HUB utilizing HUB's integration checklist and other resources

  • Work with corporate Marketing & Communications in the creation of and execution of advertisements, microsites, email blasts, and enhancement of Producer social media presence
  • Work with Business Development Team in the development and execution of Producer call campaigns
  • Plan and execute all steps of HUB participation at tradeshows

Sales Support & Administration
  • Administrator for all tools & resources including activation of new accounts, reporting, data mining, troubleshooting, and tracking utilization
  • Responsible for monthly and annual CRM sales reports and auditing integrity of data
  • General problem solver and navigator for employees looking for HUB resources


Travel is dependent on the needs and geographic spread of the HUB or HUB Region. On average, 25% domestic travel to offices within the HUB or region, and 2-3 trips to Chicago (Corporate) per year. HUB is an international broker. On rare occasions the SRM may be asked to cross border in support of an initiative, or to attend a training or meeting.

Desired Skills & Experience:
  • Bachelor's degree from an accredited university preferred
  • 1-2 years' experience in the Employee Benefits insurance industry preferred. Overall knowledge of insurance is helpful, active insurance license is preferred, but not required.
  • Proficient in Microsoft Office Suite products
  • Experience with a CRM system is a plus
  • Marketing solutions mentality
  • Creative critical thinker and problem solver, breaking complex issues into simple solutions
  • Exceptional communicator with customers, sales teams, and technical resources
  • Highly organized master of multi-tasking with an inherent sense of urgency
  • Good rapport with Management and Producers - they are your customers!

To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.

Location: United States, Texas, Dallas

Required Education: Bachelor's degree (4-year degree)

Required Experience: 1-2 years

Required Travel: Up to 25%

Date published: 15-May-2018

Department: Account Management & Service

Ref#: P2771_20180509

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 at .

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