Administrative Assistant, Sr.

1 week ago

Santa Maria, California, United States HUB International Full time
About HUB International

HUB International is a leading insurance broker that advises businesses and individuals on how to prepare for the unexpected. 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.

Job Summary

The Administrative Assistant provides critical support to the Senior & Individual Services Team by performing a range of clerical and administrative tasks to ensure seamless customer service.

Duties & Responsibilities
  • Answer calls from the Senior and Individual Services phone line with professionalism and courtesy.
  • Assist in the preparation of quotes and ensure accuracy in all documentation.
  • Support team members with various claims and benefit issues, providing timely and effective solutions.
  • Review applications for missing information and follow up with carriers to confirm receipt and track progress.
  • Maintain accurate and organized account files by documenting conversations with clients and carrier representatives, and updating all HUB computer systems and automated agency management systems.
  • Make outgoing calls to clients to schedule appointments and gather information, ensuring excellent customer service.
  • Order Client ID Cards and prepare Provider Directories as needed.
  • Reneew existing policy information within Broker Management System and research commission payments and billing issues.
  • Perform other duties and projects as assigned by the team lead.
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.

Why Choose HUB International?

At HUB International, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.

We offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success.

We are committed to providing you with competitive and flexible benefits options that are rooted 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.

We are 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.

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