Policy Service Associate I: Insurance Admin Growth

HUB International; Evanston (WY); On-site; USD 36,000 - 48,000; Full time

Job summary

HUB International 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 requests for service, endorsements, cancellations, and binders; assist with renewals, maintain files, and communicate effectively with coworkers.

Required is a high school diploma (or equivalent) and the ability to obtain a Property/Casualty or Life/Health license within 120 days.

Qualifications

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

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

Skills

Clerical experience

Education

High school diploma or equivalency

Some college preferred

Job description

HUB International 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 requests for service, endorsements, cancellations, and binders; assist with renewals, maintain files, and communicate effectively with coworkers.

Required is a high school diploma (or equivalent) and the ability to obtain a Property/Casualty or Life/Health license within 120 days.