Administrative Assistant - Commercial Insurance

HUB International•Boise, ID

About The Position

The Policy Service Associate I will provide administrative and clerical support to department members. Works directly with Account Managers to assist in processing client requests for service; processing endorsements, cancellations, and binders; requesting worksheets and experience modifications at renewal; verifying and maintaining account files. Assist with maintaining client relationships. Learning to use carrier websites for online quoting. Learning to become more independent and proficient at handling tasks for others for the purpose of serving clients directly in the future and handling own book of business. The Policy Service Associate I takes primary direction from assigned mentor.

Requirements

MUST obtain current Property/Casualty or Life/Health License (depending on department alignment) in resident state within 120 days of hire; includes maintaining by meeting all continuation education and other requirements
2+ years’ office experience
High school diploma or equivalency
Less than 1 year of relevant experience

Nice To Haves

some college preferred

Responsibilities

Clerical duties with minimal errors, e.g., filing, mail preparation, data entry, photocopying, etc.
Assist Sales Executives and/or Account Managers with tasks as assigned
Assist with processing client service requests, endorsements, cancellations, certificates of insurance and binders
Prepare proposals for presentation
Check in policies for accuracy and communicate variances with Account Manager
Assist in maintaining and verifying accurate records
Review monthly renewals in advance and assist in renewal processing
Prepare and maintain relevant reports (Example: download report)
Provide backup support for Administrative Assistants
Good written and verbal communication
Ability to interact and communicate positively with co-workers
Any other duties as appropriate and assigned by management