Sales Team Support Intern
Hub International Limited - Chicago, IL

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Sales Team Support Position

This position will support the sales team by improving the current client database and validating prospect opportunities. This is a 3 month assignment with the potential to become a long-term position.

Job Objectives

Improving current client database (Sagitta)

Verify that each client record has appropriate membership numbers and mailing fields follow formatting rules (Training will be offered on this software)

Validate prospect opportunities after automated prospecting and cross-sell processes are complete

Use Sagitta to determine which lines of coverage are already in place (if any)

Use ACT to determine which sales team member (if any) has already begun the process of contacting a lead

Perform additional data entry projects as needed

Minimize E&O exposure by entering a note in clients’ activity log to document distribution of privacy notices, flood coverage offer, portfolio review, etc.

Requirements

Candidate must be available to work 15-20 hours per week

Must be responsible, dependable, and professional within the workplace

Task-oriented with the ability to meet deadlines when delegated by a supervisor

Required Skills

Required Experience

Hub International Limited - 21 months ago - save job
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About this company
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Hub International is an insurance broker that operates more than 340 offices in a decentralized regional hub-and-satellite-office structure....