Administrative Account Assistant, Commercial Lines

HUB International•Napa, CA

8d•Onsite

About The Position

The Administrative Account Assistant provides administrative support to account managers in general account assistance and other special projects to ensure the efficient day-to-day operation of the office. Performs routine clerical and administrative functions and provides back-up as needed for all administrative functions.

Requirements

High School Diploma / GED
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Ability to effectively and professionally communicate orally and in writing with internal and external customers.
Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
Computer skills: proficiency with Microsoft Office Suite and Outlook.
Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Nice To Haves

Desire to learn and grow within the insurance industry.
Prior administrative, customer service, or insurance industry experience preferred.

Responsibilities

Provides administrative support such as printing, filing, photocopying, data entry, scanning, binding and collating, downloading company reports, mail distribution, and mail-outs.
Sets up and manages paper or electronic filing systems, recording information, updating paperwork, and maintaining documents.
Orders, receives, and maintains office supplies and proactively ensures office supplies are available when needed.
Answers telephones and gives information to callers, takes messages, or transfers calls to appropriate individuals.
Greets visitors or callers and handles their inquiries or directs them to the appropriate persons according to their needs.
Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues.
Assists with data entry, reports, and other tasks as assigned.
Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
Checks policies, endorsements, and audits for accuracy.
Responsible for service work as needed on a daily basis, including but not limited to certificates of insurance, policy changes, and client payments.
Assists with marketing clients to carriers.
Accesses carrier websites, pulls documents, and distributes to service staff for processing.
Opens, reads, routes, and distributes incoming mail, including scanning and coding/indexing when necessary.
Processes outgoing mail as needed.
Performs other duties and projects as assigned.