HUB International · 2 hours ago
Marketing and Sales Specialist, Personal Lines
San Ramon, CA
Full-time
Hybrid
Senior Level
$85K/yr - $100K/yr
5+ years expHUB International is one of the world's largest insurance brokers, dedicated to providing tailored insurance solutions. The Marketing and Sales Specialist, Personal Lines is responsible for managing the placement of personal clients' business to ensure optimal coverage and competitive costs, while also driving revenue goals through new business acquisition and renewal retention.
Financial ServicesInsuranceInsurTechRisk Management
Responsibilities
Market all lines of personal insurance and directly impact revenue goals through the acquisition of new business and the retention of renewals
Act as account liaison for the Personal Lines Manager in dealing with other departments within HUB for the quoting of specialized lines of coverage
Assist producers with pre-underwriting information gathering, submission, coverage analysis, RFP’s and proposal presentations if needed
Execute a quality control process for policies and quotations delivered assuring coverage, condition, rating and pricing accuracy
Effectively build relationships with insurance company underwriters through a pattern of professional risk submissions, company visitations and hard, but fair, negotiations
Demonstrate an understanding of our company utilization strategies by appropriate risk submissions
Accurately maintain new business and renewal control logs, which assist the department head in identifying trends
Handles the M&E Marketing for assigned locations
Performs other duties and projects as assigned
Qualification
Required
High School Diploma / GED
5-7 years insurance marketing /underwriting experience or equivalent combination of education & experience
Property & Causality License
Ability to effectively and professionally communicate orally and in writing with internal and external customers
Ability to write reports, business correspondence, and procedure manuals
Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems
Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
Confidence and demeanor to effectively interact with all levels within the organization
Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately
Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs
Ability to effectively work with a team and coach others in developing their skills and abilities
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy
Ability to assertively direct and supervise staff; including but not limited to responsiveness to staff needs, and personnel issues, and provide consistent/fair evaluation
Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions
Benefits
Health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
Paid-time-off benefits
Eligible bonuses
Equity and commissions for some position
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