High School Diploma / GED required; Bachelor's degree preferred.
2-4 years of professional experience; insurance industry experience required.
Property & Casualty license required or willingness to obtain within 3 months.
Non-resident producer license in California required or willingness to obtain prior to working live accounts.
Knowledge / Skills / Abilities
Desire to learn and grow within the insurance industry with a commitment to a long-term career in production.
Growth mindset, curiosity, and a willingness to learn from others and apply feedback.
Ability to effectively and professionally communicate orally and in writing with internal and external customers.
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
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Additional Information
ABOUT HUB:
In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' 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.
Job Summary
The Select Business Sales Associate is a structured production development role designed for individuals who have demonstrated prospecting instincts and client-facing capability and are ready to build a book of business with focused support and mentorship.
The primary focus of this role is new business production, with service exposure structured to build the foundational knowledge required for long-term validation. The Select Business Development Director oversees pipeline activity and new business development efforts. The role carries a dotted-line relationship to Commercial Lines, with the Select Client Service Manager overseeing service deliverables and book size management for the assigned account group.
The anticipated minimum duration for this role is two years, which ensures the individual has sufficient time to develop core competencies, build a book of business, and participate in at least one full renewal cycle.
Duties & Responsibilities
New Business Development
Proactively identifies and cultivates new select commercial client relationships through networking, referrals, and targeted prospecting efforts.
Manages a pipeline of self-generated and assigned opportunities; tracks and documents all activity in CRM.
Partners with Sales Leaders to align prospecting efforts with CNC house account strategy and small business targets.
Prepares and presents quotes, proposals, and marketing materials to support new business development efforts.
Presents HUB's value proposition in a clear, consultative manner during client and prospect meetings.
Participates in client meetings, presentations, and internal sales strategy sessions.
Collaborates with internal departments, including Employee Benefits and Risk Placement, to support cross-sell opportunities.
Works toward defined production milestones and book size targets aligned to graduation criteria.
Service & Training
Shadows and supports the Select Client Service Manager and account management team to develop working knowledge of the renewal cycle, policy administration, and book management.
Supports service teams in basic policy administration tasks, including certificates of insurance, endorsements, and coverage changes.
Observes and learns the account management process, including risk and safety, claims management, renewals, and client retention strategies; directly coordinates to ensure client service needs are promptly and professionally delivered.
Researches insurance markets and carrier options for new business opportunities.
Participates in structured training programs, sales development workshops, and industry sessions.
Learns the core components of insurance products, sales strategy, and client relationship management.
Builds foundational sales and service skills under the leadership from the Select Business Development Director and Select Client Service Manager.
Updates internal systems with accurate, timely information.
Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact the development of new business or sales and marketing strategies.
Performs other duties and projects as assigned.
Key Performance Indicators: Graduation Criteria
Book of Business: $260K+ managed revenue within 18-24 months.
New Business Production: $75K+ annual new revenue, sustained over a 12-month period.
Client Retention Rate: 93.6%+ on serviced accounts on a trailing 12-month basis.
Skill Demonstration: Sales Leader sign-off at formal graduation review.
Job Specifications
Hub · San Francisco, CA