Administrative Assistant, Sr. & Individual Services

Hub International Insurance•San Diego, CA

3d•Onsite

About The Position

The Administrative Assistant provides support to the Senior & Individual Services Team by performing clerical and administrative tasks in order to support customer needs. This is a contract position that will take place from September 15th, 2026, to January 2027.

Requirements

High School / GED
1-2 years administrative experience or equivalent combination of education & experience
Ability to effectively and professionally communicate orally and in writing with internal and external customers.
Desire to learn and grow within the insurance industry.
Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
Confidence and demeanor to effectively interact with all levels within the organization.
Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
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.

Responsibilities

Answer calls from Senior and Individual Services phone line
Assist in the preparation of quotes
Assists team members with various claims and benefit issues.
Review applications for missing information
Follow-up with carriers to confirm application received and track progress
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
Make outgoing calls to clients to schedule appointments and gather information
Order Client ID Cards
Prepare Provider Directories
Renew existing policy information within Broker Management System
Research commission payments and billing issues.
Performs other duties and projects as assigned