Talent.com
Sales Specialist– Broker Distribution
Sales Specialist– Broker DistributionHub International • San Ramon, CA
Sales Specialist– Broker Distribution

Sales Specialist– Broker Distribution

Hub International • San Ramon, CA
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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.

THE OPPORTUNITY:

The Inside Sales Representative (ISR) supports the growth and retention of group health plan business through proactive engagement with licensed insurance brokers. This role is responsible for developing strong broker relationships, managing quote activity, and driving new premium within the small and mid-market employer segments. The ISR partners closely with external field sales representatives and underwriting teams to ensure a seamless broker experience from quote through installation.

DUTIES & RESPONSIBILITIES:

Broker Relationship Management:

  • Serve as a point of contact for assigned brokers and internal sales partners.

  • Educate brokers on plan designs, underwriting guidelines, network features, and value propositions.

  • Conduct regular outbound calls, virtual meetings, and email campaigns to generate quoting opportunities.

  • Support broker onboarding, licensing, and appointment processes.

Sales Pipeline Development:

  • Manage a consistent pipeline of broker opportunities aligned with monthly and quarterly sales goals.

  • Deliver timely and accurate quotes; follow up to convert opportunities to submissions .

  • Track activity, opportunities, and outcomes in the CRM system (e.g., Salesforce,).

  • Collaborate with field sales and marketing teams to identify and re-engage new, dormant or underperforming brokers.

Activity & Performance Metrics:

  • Achieve or exceed defined activity goals (calls, quotes, meetings, trainings).

  • Maintain a healthy quote-to-submit and submit-to-close ratio based on company benchmarks.

  • Contribute to departmental reporting and participate in weekly sales meetings.

Cross-Functional Collaboration:

  • Partner with underwriting, enrollment, and operations teams to resolve broker and group issues.

  • Participate in broker training sessions, webinars, and regional marketing events.

  • Provide feedback from the field to product and marketing teams on competitive trends.

QUALIFICATIONS:

  • 2+ years of inside sales or account management experience in health insurance, benefits administration, or related industry.

  • Strong understanding of group health insurance markets, including small group and large group quoting.

  • Excellent communication, presentation, and relationship-building skills.

  • Proficiency with CRM systems and Microsoft 365 (Excel, Outlook, Teams).

  • California Life & Health Insurance license

WHAT YOU BRING TO THE TABLE:

  • Energetic and goal-driven with strong follow-up discipline.

  • Consultative communicator who thrives on helping brokers succeed.

  • Analytical mindset with comfort discussing rates, participation, and underwriting variables.

  • Team player who can balance high-volume outreach with personalized service.

WORKING CONDITIONS AND PHYSICAL DEMANDS

  • This position primarily involves remaining in a stationary position for the majority of the workday.

  • The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.

  • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.

  • The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

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 .

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 or . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

The expected salary range for this position is $75,000 - $95,000 depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

#LI-RS1 #LI-LW1

LIKE US SO FAR?

Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today!

Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population.

Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: Diploma

HUB International Limited is an equal opportunity 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.

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 recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

[job_alerts.create_a_job]

Sales Specialist– Broker Distribution • San Ramon, CA

[internal_linking.similar_jobs]
Sales/Business Development Consultant

Sales/Business Development Consultant

LTD Global, LLC • Pleasanton, CA, United States
[job_card.full_time]
Sales And Business Development.LTD Global is a fast-growing small business headquartered in Pleasanton, CA.We have been supporting clients' needs domestically and internationally since 2003.We prov...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Medical Device Sales Representative

Medical Device Sales Representative

ECA Recruiters • Union City, CA, United States
[job_card.full_time]
Medical Device Sales Representative.San Francisco Bay Area based territory.Territory = SF Bay area, includes East Bay and San Jose.Tremendous advancement opportunity.Experience calling on Intervent...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Procurement Category Specialist, Telecom

Procurement Category Specialist, Telecom

Accenture • Walnut Creek, CA, United States
[job_card.full_time]
Accenture is seeking a Procurement Category Specialist, Telecom to collaborate with external clients to develop sourcing strategies across Technology spend areas including Telecom.You will work cli...[show_more]
[last_updated.last_updated_1_day] • [promoted]
Freight Broker Agent - Experience Required

Freight Broker Agent - Experience Required

Logistic Dynamics Inc. • Fremont, CA, US
[job_card.full_time]
Freight Broker Agent (Experience Required).Logistic Dynamics (LDi) is a 3rd Party Logistics (3PL) company that focuses on building our independent contractors (1099) businesses with our Agent-based...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Contract Specialist

Contract Specialist

Cytek Biosciences • Fremont, CA, United States
[job_card.full_time]
The Contract Specialist is an integral part of the Commercial Operations team.Supporting the commercial organization in responding to contractual needs, the Contract Specialist is the main point of...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Sales Engineer - Transmission Towers, Insulators

Sales Engineer - Transmission Towers, Insulators

24 Seven Talent • Mountain View, CA, United States
[job_card.full_time]
Sales Engineer - Transmission Towers, Insulators.T&D) solutions industry to recruit a.Sales Engineer - Transmission Towers, Insulators.This remote role offers a fantastic opportunity for a highly s...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Account Coordinator

Account Coordinator

BDA Recruitment & Consulting • San Jose, CA, United States
[job_card.full_time]
The Account Coordinator is primarily responsible for creating work orders in support of the Sales Department, assisting with creation of proposals and responses to RFP's, 3rd party vendor managemen...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Xfinity Retail Sales Specialist - Technology Products

Xfinity Retail Sales Specialist - Technology Products

Comcast • Palo Alto, CA, US
[job_card.full_time]
Comcast brings together the best in media and technology.We drive innovation to create the world's best entertainment and online experiences.As a Fortune 50 leader, we set the pace in a variety of ...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Sales Coordinator

Sales Coordinator

The Rittenhouse Hotel • Sunnyvale, CA, United States
[job_card.full_time] +1
Performs administrative functions in support of property sales leaders.Sales Manager or Front Office Manager Director of Sales or General Manager.Promptly answer telephone calls and communicate rel...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Senior Transaction Manager, Brokerage

Senior Transaction Manager, Brokerage

Jones Lang LaSalle IP, Inc. • Walnut Creek, CA, United States
[job_card.full_time]
JLL empowers you to shape a brighter way.Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients.We are...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Sales Coordinator

Sales Coordinator

Hersha Hospitality Management • Sunnyvale, CA, United States
[job_card.full_time] +1
Opportunity: Sales Coordinator.Performs administrative functions in support of property sales leaders.Sales Manager or Front Office Manager Director of Sales or General Manager.Promptly answer tele...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Senior Sales Analyst

Senior Sales Analyst

Ghirardelli Chocolate • San Leandro, CA, United States
[job_card.full_time]
Sales Analyst is an integral multifaceted member of the Sales Strategy Team owning Key Analysis to support our Sales Strategy Team and in ensuring key sales tools are available for sales teams.This...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Delivery Logistics Coordinator

Delivery Logistics Coordinator

TradeJobsWorkforce • San Jose, CA, United States
[job_card.full_time]
As a Delivery Logistics Coordinator, you will play a crucial role in ensuring our clients receive their products safely and on time.Your key responsibilities will include:.Delivering products to cu...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Brokerage Specialist

Brokerage Specialist

Cushman & Wakefield • San Jose, CA, United States
[job_card.full_time]
The Broker Specialist will report to the Office Manager and will serve as dedicated broker support to a single fee-earner and/or team.This licensed position is responsible for support and managemen...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Remote Business Broker — Buy/Sell Local Ventures

Remote Business Broker — Buy/Sell Local Ventures

First Choice Business Brokers San Francisco Bay • Pleasanton, CA, United States
[filters.remote]
[job_card.full_time]
A leading business brokerage firm in California is seeking a Business Broker to facilitate the buying and selling of businesses.The ideal candidate will have proven experience in business brokerage...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Sales & Leasing Specialist

Sales & Leasing Specialist

Hendrick Automotive Group • Pleasanton, CA, US
[job_card.full_time]
Lexus of Pleasanton Location: 4345 Rosewood Dr, Pleasanton, California 94588 Summary: Sells new or used vehicles at a profit to the dealership, while ensuring customer satisfaction.Supervisory Resp...[show_more]
[last_updated.last_updated_30] • [promoted]
Freight Broker

Freight Broker

Yandell-SCW • benicia, CA, US
[job_card.full_time]
[filters_job_card.quick_apply]
Logistics, is a leading logistics company specializing in transportation.We are committed to delivering exceptional service to our clients worldwide.Minimum of 5 years of experience in the freight ...[show_more]
[last_updated.last_updated_30]
Territory Sales Representative

Territory Sales Representative

Herc Rentals • Martinez, CA, United States
[job_card.full_time]
Territory Sales Representative.If you are currently an employee of Herc Rentals, please apply using this link:.Herc Employee Career Portal (https://performancemanager4.ZHP23EM4ncylkxJuws98oCREXt5QR...[show_more]
[last_updated.last_updated_variable_days] • [promoted]