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.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Prepares and coordinates all transactions, paperwork, and internal processing for assigned accounts, including but not limited to:
n certificates of insurance
n proposals for new and renewal accounts
n change request
n annual reviews
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
Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Producer
Prepares and reviews policies and endorsements for completeness and accuracy
Makes contributions to recruiting, training and developing staff
Participates in cross sales efforts and marketing activities
Seeks out leading edge ideas, techniques, and potential uses of innovative approaches for the benefit of the Unit and clients
Demonstrates an understanding of the client/prospect management issues sufficiently to recognize opportunities and calls upon the appropriate resources
Maintains an accurate suspense system on all items that require a response
Provides quality, creative and professional services to clients, team members and carriers
Develops innovative solutions to the Units' and/or client problems
- 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
At least one year of insurance experience strongly preferred
Excellent interpersonal and communication skills
Proficiency in sales techniques and leadership
Proven ability of working in a fast-paced, team environment
Detail oriented with emphasis on time management and organization
Ability to exercise independent judgment
Willingness to develop a thorough understanding of clients' business and industry
- Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
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.
Meet Some of HUB International's Employees
Kristin oversees the employee wellness program, HUB Healthy Habits, by supporting the company’s dispersed offices. She also works with each Wellness Coordinator to tailor programs to different teams.
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