HubSpot Analyst
Company: World Insurance Associates.
Location: Iselin
Posted on: April 1, 2026
|
|
|
Job Description:
Company Overview World Insurance Associates (“World”) is a
unique financial services organization with a global network of
brokers and specialists who empower people to make informed
decisions to improve their risk management outcomes, modernize
their benefits programs, and help them achieve their long-term
financial goals. Founded in 2011, World is one of the
fastest-growing, Top 25 insurance brokers in the U.S. with nearly
3,000 employees in more than 300 offices across North America and
the U.K. World specializes in personal and commercial insurance,
surety and fidelity bonding, employee and executive benefits,
investment advisory and retirement plan services, and payroll & HR
solutions. Position Overview World Insurance Associates is seeking
a CRM Specialist who is passionate about empowering people through
technology. In this role, you are responsible for supporting our
CRM strategy and working closely with business stakeholders to
drive field education and utilization for our CRM tool. This
position will also work closely with sales enablement to utilize
Hub Spot data in day-to-day operations. Core Responsibilities
System Administration: Maintain and optimize our CRM environment
(HubSpot), including managing user permissions, custom objects, and
data architecture. Data Integrity: Perform regular data cleansing,
deduplication, and auditing to ensure a "single source of truth"
for all departments. Reporting & Insights: Design and maintain
dashboards that track KPIs such as conversion rates, pipeline
velocity, and customer lifetime value. Sales Team Training &
Education: Design and deliver comprehensive onboarding programs for
new sales hires to ensure immediate productivity. Host regular
"Office Hours" and workshops to teach advanced HubSpot features,
such as sequences, snippets, and meeting tools. Develop a library
of "How-To" documentation, SOPs, and video tutorials tailored to
our specific sales process. Direct Sales Support: Act as the "first
responder" for sales team technical issues, troubleshooting deal
pipeline errors or automation glitches. Partner with Sales Managers
to build custom views, filtered lists, and dashboards that help
reps prioritize their daily outreach. Identify "frictional" points
in the sales cycle and implement CRM-based solutions to reduce
manual data entry for reps. Qualifications & Skills Education:
Bachelor’s Degree required Experience: Minimum of 2 years of
professional experience in CRM administration or data analysis.
Technical Proficiency: Strong experience with HubSpot is highly
preferred. Advanced proficiency in Microsoft Excel (Pivot Tables,
VLOOKUPs, etc.). Experience with data visualization tools (Tableau,
PowerBI) is a plus. Industry Knowledge: Experience in Insurance or
Financial Services is helpful but not mandatory. Communication:
Ability to translate complex data findings into clear, actionable
recommendations for non-technical stakeholders. 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. Compensation
This position is located in Iselin, New Jersey. The base salary for
this position at the time of this posting may range from $70,000 to
$80,000. Individual compensation varies based on job-related
factors, including business needs, experience, level of
responsibility, and qualifications. We offer a competitive benefits
package and variable pay programs, please visit
https://www.worldinsurance.com/careers for more details. LI-GP1
Keywords: World Insurance Associates., West Haven , HubSpot Analyst, IT / Software / Systems , Iselin, Connecticut
