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 binds 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... more details
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 binds 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
Requirements:
Strong, demonstrable skills in Excel, Word, Adobe, and similar programs
3-5 years minimum in office environment
P&C License preferred, but not 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
Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $25 to $28 an hour 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, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions 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
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 at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
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