Personal Lines Project Assistant | Hybrid + Growth Mentorship

HUB International; Indiana (PA); Hybrid; USD 29,000 - 43,000; Full time

Benefits offered by this job

Medical, Dental, Vision, and Insurance

401(k) Savings Plan

Flexible Work Arrangements

Vacation, Sick, Personal Time Off

Comprehensive Onboarding and Education

Job summary

HUB International is seeking a Project Assistant in Spencer, MA to join the Personal Lines team on a hybrid schedule. This role combines administrative sales support, education and ongoing mentoring, with exposure to quality control and process improvements.

You will work with personal lines, maintain familiarity with forms, and help ensure excellent customer service while meeting KPI goals. The position supports career growth within a large global broker.

Qualifications

• Experience servicing personal accounts within an insurance agency.
• Knowledge of personal lines coverages and markets.
• Experience with an automated agency management system.
• Active Producer license or ability to obtain within six months of start date.
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
• Ability to be proactive, anticipatory, and handle confidential material.
• Ability to work independently and in a collaborative team.
• Strong attention to detail.
• Customer focused.

Responsibilities

• Assigned reports for quality control within agency management system.
• Provide support to the personal lines for agency book rolls/book thinning projects.
• Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose.
• Responsible for implementing a quality control review process to assure the production of quality work and the provision of excellent customer service.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
• Responsible for updating personal lines procedure manual/carrier update bulletin and distribution to team.
• Meet KPI goals as established.
• Other responsibilities as assigned by Manager.

Skills

Interpersonal skills

Attention to detail

Customer service

Team player

Proactive

Education

High school diploma or equivalent

Tools

Automated agency management system

Job description

HUB International is seeking a Project Assistant in Spencer, MA to join the Personal Lines team on a hybrid schedule. This role combines administrative sales support, education and ongoing mentoring, with exposure to quality control and process improvements.

You will work with personal lines, maintain familiarity with forms, and help ensure excellent customer service while meeting KPI goals. The position supports career growth within a large global broker.