Administrative Assistant - Commercial Insurance

HUB International; Sheridan (WY); On-site; USD 42,000 - 54,000; Full time

Job summary

HUB International is seeking a Policy Service Associate I to provide administrative and clerical support, working with Account Managers to handle client requests, endorsements, cancellations, and renewals. The role targets developing independence and managing a book of business under mentorship.

The position requires obtaining a Property/Casualty or Life/Health license within 120 days of hire and at least 2 years of office experience. High school diploma or equivalent is required.

Qualifications

• 2+ years’ office experience.
• High school diploma or equivalency; some college preferred.

Responsibilities

• Clerical duties with minimal errors; filing, mail prep, data entry, photocopying.
• Assist Sales Executives and/or Account Managers with tasks as assigned.
• Process client service requests, endorsements, cancellations, certificates of insurance and binders.
• Prepare proposals for presentation.
• Check in policies for accuracy and communicate variances with Account Manager.
• Maintain and verify accurate records.
• Review monthly renewals in advance and assist in renewal processing.
• Prepare and maintain relevant reports.
• Provide backup support for Administrative Assistants.
• Maintain good written and verbal communication with co-workers.

Skills

Good written and verbal communication

Clerical skills

Education

High school diploma or equivalent

Job description

Overview

The Policy Service Associate I will provide administrative and clerical support to department members. Works directly with Account Managers to assist in processing client requests for service; processing endorsements, cancellations, and binders; requesting worksheets and experience modifications at renewal; verifying and maintaining account files. Assist with maintaining client relationships. Learning to use carrier websites for online quoting. Learning to become more independent and proficient at tasks performed for others for the purpose of serving clients directly in the future and handling own book of business. The Policy Service Associate I takes primary direction from assigned mentor.

Essential Duties And Responsibilities

• Clerical duties with minimal errors, e.g., filing, mail preparation, data entry, photocopying, etc.
• Assist Sales Executives and/or Account Managers with tasks as assigned
• Assist with processing client service requests, endorsements, cancellations, certificates of insurance and binders
• Prepare proposals for presentation
• Check in policies for accuracy and communicate variances with Account Manager
• Assist in maintaining and verifying accurate records
• Review monthly renewals in advance and assist in renewal processing
• Prepare and maintain relevant reports (Example: download report)
• Provide backup support for Administrative Assistants
• Good written and verbal communication
• Ability to interact and communicate positively with co-workers
• Any other duties as appropriate and assigned by management

Licensing Or Certification Requirements

• MUST obtain current Property/Casualty or Life/Health License (depending on department alignment) in resident state within 120 days of hire; includes maintaining by meeting all continuation education and other requirements

Work And Education Experience Requirements

• 2+ years’ office experience
• High school diploma or equivalency; some college preferred

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

Equal Opportunity Employer

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.