Summary
Provide support to the underwriting team by reviewing and binding policies materials, following up on quotes and missing binding requirements, and performing other operations tasks.
Essential Functions
Assist with calls from clients, brokers, and companies
Prepare and send renewal quotes
Check / review policies for accuracy
Bind policies and complete associated paperwork
Follow ups on missing binding requirements
Collect and process payments
Review and issue urgent or complex certificates of insurance
Provide weekly reports for Operations
Clear urgent new submissions
Back up to other Operations Specialist tasks, as needed
Perform other duties as assigned
Competencies to be expected within 3-6 months
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 insurance office environment
P&C License required
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:
Remote work available if located more than 75 miles from Petaluma, CA office OR Hybrid work schedule if within 75 miles of office
Work Hours M-F 8:30AM to 5:00PM Pacific Time
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
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. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
EEOAA Policy
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.
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