Inside Sales Representative – Broker Distribution

Overview

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 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. HUB invests in the future of our employees and provides continuous opportunities for growth and development. Our entrepreneurial culture empowers our people to make the best decisions for customers and the organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our clients.

We are committed to competitive and flexible benefits options that evolve with your needs. Join us in creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

The Inside Sales Representative (ISR) supports the growth and retention of group health plan business through proactive engagement with licensed insurance brokers. This role develops strong broker relationships, manages quote activity, and drives 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.

• 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.

• 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

• 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.

• This position primarily involves remaining in a stationary position for the majority of the workday.
• Must be able to communicate and exchange accurate information with colleagues and clients…