Operations Specialist

Summary The Operations Specialist is essential for ensuring that day-to-day operations are executed efficiently, records are kept accurate, and compliance standards are met, all while supporting the team in resolving operational challenges, driving process improvements, and liaising with corporate team. Essential Functions Assist with calls from clients, brokers, and companies Collect and process payments Review and issue urgent or complex certificates of insurance Handle Broker of Record letters Prepare and provide finance quotes and finance agreements for clients Issue necessary cancellations Handle accounting discrepancies (commissions, broker fee, taxes, etc.) and accounting questions Create Notice of Cancellation letters (Acct) AP & AR - Review & manage Aging in conjunction with corporate accounting team Collections / E.P. follow up & request associated write offs Review new agencies and set up in agency database Evaluate agency mergers & acquisitions for changes needed and then implement Assist with state form review and special Compliance projects Inspection ordering, review, evaluation, recommendation letters, follow ups and compliance checking for clients Provide weekly reports for Operations Back up to other Operations Specialist tasks, as needed Perform other duties as assigned Competencies Understand PPIB Office Workflows and Processes Understand Overview of PPIB Programs Requirements Strong, demonstrable skills in Excel, Word, Adobe, and similar programs 3-5 years minimum in office environment Insurance experience preferred, but not required Experience with accounting functions, including AR & AP Passion for details and accuracy Strong logical and critical thinking Problem solving skills/enjoys puzzles Excellent organizational and time management abilities Flexible with change and juggling priorities Manage multiple tasks at once Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Additional Info Work Hours M-F 8:30AM to 5:00PM Pacific Time Salary Transparency: The expected salary range for this position is $65,000 to $75,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HAS and 401(k) accounts, paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays. In addition, eligible annual bonuses, equity and commissions may be available for some positions. SPG Department Business Operations Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent Equal Opportunity Statement HUB International Limited is an equal opportunity 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. E-Verify Program E-Verify Program We endeavor to make this website accessible to any and all users. Company Overview SPG was founded in 2015 with the singular purpose of building a world-class specialty insurance intermediary by acquiring best-in-class underwriting and specialty businesses and providing the resources they needed to grow. Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics. #J-18808-Ljbffr HUB International