Operations Specialist

2 weeks ago


Petaluma, United States HUB International Full time

Summary

Provide support to the underwriting team by reviewing and binding policies materials, following up on quotes and missing binding requirements, and performing other operations tasks.

Essential Functions

Assist with calls from clients, brokers, and companies

Prepare and send renewal quotes

Check / review binds for accuracy

Bind policies and complete associated paperwork

Follow ups on missing binding requirements

Collect and process payments

Review and issue urgent or complex certificates of insurance

Provide weekly reports for Operations

Clear urgent new submissions

Back up to other Operations Specialist tasks, as needed

Perform other duties as assigned

Competencies to be expected within 3-6 months

Understand PPIB Office Workflows and Processes

Understand Overview of PPIB Programs

**Requirements**:
Strong, demonstrable skills in Excel, Word, Adobe, and similar programs

3-5 years minimum in office environment

P&C License preferred, but not required

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

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

**Additional Info**:
Remote work available if located more than 75 miles from Petaluma, CA office OR Hybrid work schedule if within 75 miles of office

Work Hours M-F 8:30AM to 5:00PM Pacific Time

\#SPG

Department Business Operations

**Required Experience**: 2-5 years of relevant experience

**Required Travel**: No Travel Required

**Required Education**: High school or equivalent

EEOAA Policy

E-Verify Program

Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International


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