Project Assistant - Client Advisory Team

Hub International Insurance•Spencer, MA

28d•Hybrid

About The Position

This position encompasses three main components: Administrative Sales Support functions; Education & Technical Learning and Ongoing Mentoring. HUB International is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America. We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services. We bring together the resources of a global firm and the agility of a regional team, giving you the tools, support, and community you need to grow throughout your career. Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a specialized practice area, you will find that your voice matters here. Your work has purpose. And your potential has no ceiling. We would love for you to explore what is possible at HUB International. We currently have an opportunity for an Project Assistant to join our Personal Lines team in our Spencer, MA office on a Hybrid work schedule.

Requirements

Experience servicing personal accounts within an insurance agency.
Thorough knowledge of personal lines coverages and markets.
Experience with an automated agency management system.
Active Producer license or ability to obtain license within six months of start date.
Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
Ability to be proactive, anticipatory, and handle confidential material.
Ability to work independently and in a collaborative team.
Strong attention to detail.
Customer focused.

Responsibilities

Assigned reports for quality control within agency management system.
Provide support to the personal lines for agency book rolls/book thinning projects.
Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose.
Responsible for implementing a quality control review process to assure the production of quality work and the provision of excellent customer service.
Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
Responsible for updating personal lines procedure manual/carrier update bulletin and distribution to team.
Meet KPI goals as established.
Other responsibilities as assigned by Manager.

Benefits

Medical, Dental, Vision, and Prescription Drug Coverage
Health Plan Reimbursement Program
Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
401(k) Savings Plan
Life and Disability Plans
Long-Term Care
Employee Assistance Program (EAP)
Comprehensive Wellness Program
Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
Low-Cost Loan Program and Student Loan Resources
Vacation, Holiday, Sick, and Personal Time Off
Flexible Work Arrangements
Dress for Your Day Policy
Comprehensive Onboarding and Continuing Education