OVERVIEW
The Policy ServiceAssociate Iwill provide administrative and clerical support to department members. Works directly with Account Managers toassistin processing client requests for service; processing endorsements, cancellations, and binders; requesting worksheets and experience modifications at renewal; verifying andmaintainingaccount files. Assistwithmaintainingclient relationships. Learning to use carrier websites for online quoting. Learning to become more independent and proficient at tasks performedforothers for the purpose of serving clients directly in the future and handlingownbook of business. The Policy ServiceAssociate Itakes 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 typicallyrequiredand the scope of responsibility.It should not be considered anall-inclusive listing of work requirements.Individuals may perform otherduties asassigned, including work in other functional areas to cover absences,equalizepeak workperiodsor otherwiseto balancethe workload.
Clerical duties with minimal errors, e.g., filing, mail preparation, data entry, photocopying, etc.
Assist Sales Executives and/or Account Managers withtasks asassigned
Assistwith 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
Assistinmaintainingand verifyingaccuraterecords
Review monthly renewals in advance andassistin renewal processing
Prepare andmaintainrelevant 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 asappropriateand assigned by management
Licensing or certification Requirements
MUST obtain current Property/Casualty or Life/Health License (depending on department alignment) in resident state within120 daysof hire; includesmaintainingby meeting all continuation education and other requirements
work and education experience requirements:
2+ years’ office experience
High school diploma or equivalency; some college preferred
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.
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 . 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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