Administrative Assistant - Commercial Insurance

HUB International • Boise, ID • 4h ago

OVERVIEW

The Policy Service Associate I will provide administrative and clerical support to department members. Works directly with Account Managers to assist in processing client requests for service; processing endorsements, cancellations, and binders; requesting worksheets and experience modifications at renewal; verifying and maintaining account files. Assist with maintaining client relationships. Learning to use carrier websites for online quoting. Learning to become more independent and proficient at tasks performed for others for the purpose of serving clients directly in the future and handling own book of business. The Policy Service Associate I takes primary direction from assigned mentor.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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.

Clerical duties with minimal errors, e.g., filing, mail preparation, data entry, photocopying, etc.

Assist Sales Executives and/or Account Managers with tasks as assigned

Assist with processing client service requests, endorsements, cancellations, certificates of insurance and binders

Prepare proposals for presentation

Check in policies for accuracy and communicate variances with Account Manager

Assist in maintaining and verifying accurate records

Review monthly renewals in advance and assist in renewal processing

Prepare and maintain relevant reports (Example: download report)

Provide backup support for Administrative Assistants

Good written and verbal communication

Ability to interact and communicate positively with co-workers

Any other duties as appropriate and assigned by management

Licensing or certification Requirements

MUST obtain current Property/Casualty or Life/Health License (depending on department alignment) in resident state within 120 days of hire; includes maintaining by meeting all continuation education and other requirements

work and education experience requirements:

2+ years' office experience

High school diploma or equivalency; some college preferred

Department Account Management & Service

Required Experience: Less than 1 year of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

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 (https://hubinternational.jobs/e-verify/)

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 recruiting team HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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