Sales & Marketing Coordinator

Job title: Sales & Marketing Coordinator

Job description: Hi we’re HUB!

HUB International’s vision is to be everywhere risk exists – today and tomorrow. Helping protect what matters most.

HUB International has a dynamic Sales and Marketing Coordinator role based in our Chilliwack head office, reporting to the Strategic Resource Manager and CSO. If you enjoy working in a fast-paced corporate environment and want to make an impact, this may be the role for you! Superior people, organizational, communication and analytical skills are essential for this position. This is a great opportunity to support our sales teams with effective sales and marketing support.

You will have the opportunity to:

Support the duties of the Strategic Resource team and Chief Sales Office (CSO) in the Chilliwack office:

Provide ongoing assistance to colleagues using various sales tools and resources in particular:

Be a “power user” for MS Dynamics CRM (Customer Relationship Management) as customized for HUB (CORE), including troubleshooting, best practices and facilitating training for new sales producers in the use of the system.

Create and execute mass email sends and campaigns in MS Dynamics 365 for account teams or Marketing Communications; support account teams with access to MS D365.

Be a power user of the HUB Intranet, including navigation, capabilities, training, and troubleshooting.

Assist with the organization of and attend monthly sales meetings:

Participate in planning call

Compile monthly reports/data as needed

Create slides and identify relevant videos, images, quotations, etc.

Maintain annual calendar for other training/orientation sessions throughout the year.

Participates in event planning/organizing:

Assist with planning and logistics for regional sales conferences, and other sales events, including ordering marketing supplies.

Manage logistics for sales training sessions.

Research, recommend and implement special projects and/or initiatives such as sales contests as required by the CSO or other members of the CSO Team.

Collaboration with the Strategic Resource Managers on all aspects of sales enablement

Collaboration with the Field Marketing team on regional initiatives

Support the SRM with the following:

Data management/analysis/presentation

Sales activity reports from CORE for the CSO, understand CORE dashboards.

Cross-sell activity reports, including compiling data, tracking trends

Coordinate internal and external meetings for the CSO, including booking locations when needed, conference call logistics (including technical setup and troubleshooting), and preparation of agendas and presentations.

Pull and scrub client lists for marketing emails.

Support Sales Team members with the following:

Handle requests for HUB logos by 3rd parties

Handle requests from colleagues for HUB banners/tradeshow booth

Assist account teams to “polish” new business presentations in Word and PowerPoint, ensuring brand alignment

Assist with the creation of marketing collateral using HUB templates

Follow up on referrals from trade shows and website referrals.

Generate and validate prospect lists and engage appropriate HUB sales contacts.

Establish and maintain positive working relationships internally and externally to achieve the goals of the CSO and SRM Teams and the organization.

Qualifications and Experience:

Post-Secondary Degree/Diploma in Business Administration, Project Management, or related field

Minimum 2-3 years experience working in a corporate environment in an administration/coordination or sales and/or marketing support role dealing with people internally and externally, data analytics, event management, project management, etc.

Prior experience supporting a sales team desired

Intellectually curious, driven to learn, resourceful

Advanced proficiency in MS Office: Word, Excel (pivot tables, V-Lookup, graphs), PowerPoint, Outlook

Graphic design skills, including advanced proficiency in Adobe products such as InDesign, PhotoShop, and Illustrator.

Technically savvy – ability to quickly learn, use and train on various systems, e.g. CRM.

Strong interpersonal, verbal, and written communication skills

Must excel in a multi-deadline, fast-paced environment; excellent organizational and prioritization skills

Ability to be proactive, anticipatory, and handle confidential material

Ability to work independently and in a collaborative team

Strong attention to detail

Customer focused

The expected salary range for this position is $45,000.00 to $55,000.00 and will be impacted by factors such as the successful candidate’s skills, and experience. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

HUB’s Core Values:

Entrepreneurship – encouraging innovation and educate risk-taking

Integrity – doing things right every time

Teamwork – working together to maximize results

Accountability – measure and take responsibility for outcomes

Service – serving customers, communities, and colleagues

HUB International offers a full spectrum of insurance and related services, including Property/Casualty, Home & Auto, Employee Benefits, Wealth Management and Risk Services, to a large and diverse client base. Internationally, we are a leading insurance brokerage offering products and services with offices in Canada and the US. Take the first step toward creating a future that combines a diverse and challenging work environment in a rapidly growing company that offers significant opportunity for advancement and growth.

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Department Sales

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: Diploma

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