Administrative Account Assistant, Commercial Lines

Administrative Account Assistant

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

The Administrative Account Assistant provides administrative support to account managers in general account assistance and other special projects to ensure the efficient day-to-day operation of the office. Performs routine clerical and administrative functions and provides back-up as needed for all administrative functions.

Duties & Responsibilities:

• Provides administrative support such as printing, filing, photocopying, data entry, scanning, binding and collating, downloading company reports, mail distribution, and mail-outs.
• Sets up and manages paper or electronic filing systems, recording information, updating paperwork, and maintaining documents.
• Orders, receives, and maintains office supplies and proactively ensures office supplies are available when needed.
• Answers telephones and gives information to callers, takes messages, or transfers calls to appropriate individuals.
• Greets visitors or callers and handles their inquiries or directs them to the appropriate persons according to their needs. Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues.
• Assists with data entry, reports, and other tasks as assigned.
• Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
• Checks policies, endorsements, and audits for accuracy.
• Responsible for service work as needed on a daily basis, including but not limited to certificates of insurance, policy changes, and client payments.
• Assists with marketing clients to carriers.
• Accesses carrier websites, pulls documents, and distributes to service staff for processing.
• Opens, reads, routes, and distributes incoming mail, including scanning and coding/indexing when necessary.
• Processes outgoing mail as needed.
• Performs other duties and projects as assigned.

Qualifications:

• High School Diploma / GED
• Prior administrative, customer service, or insurance industry experience preferred.
• Require to obtain P&C license within 6 months of hire date

Knowledge / Skills / Abilities:

• Desire to learn and grow within the insurance industry.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
• Ability to effectively and professionally communicate orally and in writing with internal and external customers.
• Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
• Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
• Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
• Computer skills: proficiency with Microsoft Office Suite and Outlook.
• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Working Conditions and Physical Demands:

• This position primarily involves remaining in a stationary position for the majority of the workday.
• The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

Why Choose HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.