What are the responsibilities and job description for the HubSpot Administrator position at World Insurance Associates, LLC.?
Summary
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is one of fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.
Position Overview
As a HubSpot Admin, you will play a key role in optimizing and enhancing our HubSpot CRM platform to support our business objectives. This position requires a deep understanding of business processes, data analysis, and HubSpot functionality. The ideal candidate will have a proven track record of leveraging HubSpot to drive business efficiency and effectiveness. The role also requires strong communication skills to successfully work as an intermediary between the sales, marketing, operations, and IT teams.
You must be a self-motivated, technical, dynamic problem solver who is able to cope with the demands of a fast-paced environment.
Responsibilities
- You will know everything there is to know of HubSpot configuration and technical/functional capabilities
- Act as the account manager, responsible for all new user setups and deactivation, including data transfers for deactivated users.
- Implement Sales, Marketing and Service Processes into the HubSpot CRM.
- Support Marketing's use of HubSpot, including assisting with prospecting lists as needed and helping Marketing automate processes related to campaigns.
- Building and managing dashboards, layouts, reports, process automation, and other configurable parts of the interface for end-users, and other capabilities including: Flows and Process, Workflow Rules & Approval Processes, Validation Rules, Custom Objects Configuration, Security Controls, Third-party integrations.
- Work on system implementation projects including: requirements, documentation, systems configuration, test documentation/execution, issue identification and resolution.
- Create detailed training session and present to management and workshops with sales and operations teams.
- Maintain updated system documentation and HubSpot policies/procedures.
- Help to support the day-to-day running of the business within HubSpot, which includes interacting with business users and technology partners, in support of the HubSpot CRM environment.
- Maintain data hygiene within the platform, implement best practices for data management and compliance.
- Have 2-3 years of experience as a HubSpot administrator
- Possess a strong understanding of the platform, with the ability to build custom objects, formula fields, workflows, custom views, and other content of intermediate complexity.
- Exhibit strong skill in project creation and management including intake of tasks, prioritization and successful delivery with communication and training
- Have certifications for HubSpot Sales, HubSpot Marketing Software, Service Hub
- Consult and provide in depth training programs on CRM applications to end users
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
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