Accounts Assistant Jobs in Santa Rosa, CA (NOW HIRING)

ABOUT HUB:

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

THE OPPORTUNITY:

The Administrative Account Assistant provides administrative support to account managers in general account assistance and other special projects to ensure the efficient day-to-day operation of the office. Performs routine clerical and administrative functions and provides back-up as needed for all administrative functions.

DUTIES & RESPONSIBILITIES:

• Provides administrative support such as printing, filing, photocopying, data entry, scanning, binding and collating, downloading company reports, mail distribution, and mail-outs.

• Sets up and manages paper or electronic filing systems, recording information, updating paperwork, and maintaining documents.

• Orders, receives, and maintains office supplies and proactively ensures office supplies are available when needed.

• Answers telephones and gives information to callers, takes messages, or transfers calls to appropriate individuals.

• Greets visitors or callers and handles their inquiries or directs them to the appropriate persons according to their needs. Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues.

• Assists with data entry, reports, and other tasks as assigned.

• 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.

• Checks policies, endorsements, and audits for accuracy.

• Responsible for service work as needed on a daily basis, including but not limited to certificates of insurance, policy changes, and client payments.

• Assists with marketing clients to carriers.

• Accesses carrier websites, pulls documents, and distributes to service staff for processing.

• Opens, reads, routes, and distributes incoming mail, including scanning and coding/indexing when necessary.

• Processes outgoing mail as needed.

• Performs other duties and projects as assigned.

QUALIFICATIONS:

• High School Diploma / GED

• No prior experience required; prior administrative, customer service, or insurance industry experience preferred.

KNOWLEDGE / SKILLS / ABILITIES:

• Desire to learn and grow within the insurance industry.

• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

• Ability to effectively and professionally communicate orally and in writing with internal and external customers.

• Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.

• Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.

• Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.

• 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.

WHY CHOOSE HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees,andprovide continuous opportunitiesfor growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options thatarerooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

The expected salary range for this position is $21-$24/hr depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

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LIKE US SO FAR?

Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today!

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting teamHUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.