Operations Specialist

Hub International Insurance•Petaluma, CA

1d•Onsite

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.

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

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
Understand PPIB Office Workflows and Processes
Understand Overview of PPIB Programs