Operations Specialist

HUB International • Petaluma, CA

1d • Hybrid

About The Position

The Operations Specialist is essential for ensuring that day-to-day operations are executed efficiently, records are kept accurate, and compliance standards are met, all while supporting the team in resolving operational challenges, driving process improvements, and liaising with corporate team. HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.

Requirements

• Strong, demonstrable skills in Excel, Word, Adobe, and similar programs
• 3-5 years minimum in office environment
• Experience with accounting functions, including AR & AP
• Passion for details and accuracy
• Strong logical and critical thinking
• Problem solving skills/enjoys puzzles
• Excellent organizational and time management abilities
• Flexible with change and juggling priorities
• Manage multiple tasks at once
• 2-5 years of relevant experience
• High school or equivalent

Nice To Haves

• Insurance experience preferred, but not required

Responsibilities

• Assist with calls from clients, brokers, and companies
• Collect and process payments
• Review and issue urgent or complex certificates of insurance
• Handle Broker of Record letters
• Prepare and provide finance quotes and finance agreements for clients
• Issue necessary cancellations
• Handle accounting discrepancies (commissions, broker fee, taxes, etc.) and accounting questions
• Create Notice of Cancellation letters (Acct)
• AP & AR - Review & manage Aging in conjunction with corporate accounting team
• Collections / E.P. follow up & request associated write offs
• Review new agencies and set up in agency database
• Evaluate agency mergers & acquisitions for changes needed and then implement
• Assist with state form review and special Compliance projects
• Inspection ordering, review, evaluation, recommendation letters, follow ups and compliance checking for clients
• Provide weekly reports for Operations
• Back up to other Operations Specialist tasks, as needed
• Perform other duties as assigned

Benefits

• health/dental/vision/life/disability insurance
• FSA
• HSA
• 401(k) accounts
• paid-time-off benefits such as vacation, sick, and personal days
• eligible bonuses
• equity
• commissions for some positions

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees