Policy Service Associate: Client Admin & Renewal Support

HUB International; Buffalo (WY); On-site; USD 38,000 - 52,000; Full time

Job summary

HUB International in Buffalo, WY, is seeking a Policy Service Associate I to provide administrative and clerical support to the department. You will work with Account Managers to process client service requests, endorsements, cancellations, and binders, and help prepare proposals.

This role focuses on learning to handle own book of business and to obtain a Property/Casualty or Life/Health license within 120 days, developing strong communication and teamwork to serve clients effectively.

Qualifications

• 2+ years of office experience.
• High school diploma or equivalent; some college preferred.
• Must obtain current Property/Casualty or Life/Health License within 120 days.

Responsibilities

• Clerical duties with minimal errors (filing, mail prep, data entry, photocopying).
• Assist Sales Executives and Account Managers with assigned tasks.
• 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.
• Assist in maintaining and verifying accurate records.
• Review monthly renewals in advance and assist in renewal processing.
• Prepare and maintain relevant reports (e.g., download reports).
• Provide backup support for Administrative Assistants.
• Maintain good written and verbal communication.
• Interact positively with co-workers.
• Perform other duties as assigned by management.

Skills

Communication

Clerical skills

Data entry

Organization

Education

High school diploma or equivalent

Job description

HUB International in Buffalo, WY, is seeking a Policy Service Associate I to provide administrative and clerical support to the department. You will work with Account Managers to process client service requests, endorsements, cancellations, and binders, and help prepare proposals.

This role focuses on learning to handle own book of business and to obtain a Property/Casualty or Life/Health license within 120 days, developing strong communication and teamwork to serve clients effectively.