Insurance Admin Specialist: Client Service & Renewals

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

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.