Operations Administrative Assistant

General Description (SUMMARY, Scope, Purpose)

The Employee Benefits Assistant is responsible for assisting Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies and procedures of the Company.


  1. Prepares and coordinates all transactions, paperwork, and internal processing for assigned accounts, including but not limited to:

n Applications

n billing

n policies

n certificates of insurance

n endorsements

n invoices

n proposals for new and renewal accounts

n change request

n endorsements

n audits

n annual reviews

n cancellations

  1. Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems

  2. Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Producer

  3. Prepares and reviews policies and endorsements for completeness and accuracy

  4. Makes contributions to recruiting, training and developing staff

  5. Participates in cross sales efforts and marketing activities

  6. Seeks out leading edge ideas, techniques, and potential uses of innovative approaches for the benefit of the Unit and clients

  7. Demonstrates an understanding of the client/prospect management issues sufficiently to recognize opportunities and calls upon the appropriate resources

  8. Maintains an accurate suspense system on all items that require a response

  9. Provides quality, creative and professional services to clients, team members and carriers

  10. Develops innovative solutions to the Units' and/or client problems

  11. Other reasonable duties as assigned by your supervisor

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

work experience requirements

  1. At least one year of insurance experience strongly preferred

  2. Excellent interpersonal and communication skills

  3. Proficiency in sales techniques and leadership

  4. Proven ability of working in a fast-paced, team environment

  5. Detail oriented with emphasis on time management and organization

  6. Ability to exercise independent judgment

  7. Willingness to develop a thorough understanding of clients' business and industry

  8. Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.

education requirements

Associates Degree required or 1-3 years related experience

Licensing or certification Requirements

Willingness to obtain state insurance (P&C/Life & Health) licenses


The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.


To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.

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