Administrative Assistant, Sr. & Individual Services

at  HUB International

Job Description

WE ARE THE PERFECT FIT IF YOU:

are seeking a progressive work environment at a rapidly growing organization
have a desire to help others protect their future
have an entrepreneurial spirit and are challenged by the opportunity to grow the business
are focused on learning and development to enhance your industry knowledge and expertise
are a self-starter willing to invest time and energy to learn the technical aspects of our business
believe in integrity and building success by developing relationships with others
Job Summary
The Administrative Assistant provides support to the Senior & Individual Services Team by performing clerical and administrative tasks in order to support customer needs.
Duties & Responsibilities
Duties & 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
Qualifications
High School / GED
1-2 years administrative experience or equivalent combination of education & experience
Knowledge / Skills / Abilities
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.
Working Conditions and Physical Demands
This position primarily involves remaining in a stationary position for the majority of the workday.
The person in this position frequently communicates with colleagues and clients both in person and on the telephone; must be able to communicate and exchange accurate information.
Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

Please refer the Job description for details