Commercial Lines Technical Assistant

ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 13,000 employees in 475+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer:

• Competitive salaries and benefits offerings
  • Medical/dental/vision insurance and voluntary insurance options
  • Health Savings Account funding
  • 401k matching program
  • Company paid Life and Short-Term Disability Plans
  • Supplemental Life and Long-Term Disability Options
  • Comprehensive Wellness Program
  • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

SUMMARY:

The Technical Assistant is responsible for assisting Account Executives, Account Managers and Producers with the servicing of tasks in accordance with the practices, policies and procedures of the Company.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Prepares and coordinates all transactions, paperwork, and internal processing for assigned tasks, including but not limited to:

• Certificates of Insurance
• Certificate Holder Updates
• Motor Vehicle Reports
• Cancellations Notices
• Loss Runs- On Demand and Scheduled
• Policy Binders
• Endorsements and Audits
• Invoicing
• Prepare Renewal Kit
• Create Renewal Submission Applications
• Proposal Preparation
• Prepares certificates of insurance and certificate holders updates as required
• Orders and processes scheduled loss runs and on demand loss run requests
• Processes direct bill and agency bil endorsements and audits
• Prepare renewal submission applications
• Provides quality customer service to clients, team members, and carriers
• Prepares policy binders for delivery to clients
• Maintains an accurate suspense system on all items that require a response
• Responsible for scanning communications and documents
• Input/maintain data on account management system and ancillary systems as required
• Other reasonable duties as assigned by your supervisor

REQUIREMENTS:

• Insurance agency or broker experience preferred
• Exceptional customer service skills
• Excellent organizational, interpersonal, communication skills
• Proven ability of working in a successful team environment
• Strong data entry skills
• Ability to exercise independent judgment
• Proficient in Microsoft Word, Excel, Outlook, and internet utilization
• EPIC Agency Management System experience preferred but not required
• FL P&C License (2-20 Preferred or Willingness to Convert 4-40 to 2-20)

Licensing or Certification Requirements:

• FL 2-20 P&C License
• Current with all necessary CE credits in required lines and states
• Professional designation highly desirable (CIC, AAI, ARM)

Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredRequired 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

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