Operations Administrator

About HUB

Join our Stevie Award Winning Team at HUB International!

When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 14,000 professionals in 500 offices across North America.

We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

We currently have an opportunity for an Operations Administrator. The selected employee will be responsible for the accurate execution of the agency bill transacting process. This includes assisting with premium financing, multi-state surplus lines tax reporting and reconciliation, multi-entity billing and resolving accounting discrepancies in EPIC, in accordance with the practices, policies, and procedures of the Company.

SPECIFIC RESPONSIBILITIES:

• Review policies to confirm correct setup of carrier, commission and billing/tax information, in agency management system.

• Agency billing of client invoices within the agency management system using source documents for accuracy.

• Prepare and distribute invoices and other work product documents either directly to clients and/or to internal staff as directed.

• Creation and follow up for premium finance agreements using vendor platform.

• Filing of various state surplus lines tax using vendor platform.

• Monthly reconciliation of state surplus lines tax.

• Partner with client service team to quickly bring issues to their attention, working to understand the root cause and offering potential solutions.

• Resolve all accounting discrepancies as assigned by service team

• Ensures that HUB workflows are executed through utilization of agency management system.
• Attend monthly corporate accounting meetings and relay information to the team.
• May assist with special projects or other duties, as assigned by manager.

QUALIFICATIONS:

• 5 years of Finance and/or insurance experience preferred
• High degree of accuracy with a good eye for detail
• Ability to interpret financial data, as needed
• Knowledge of EPIC Agency Management System preferred
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
• Experience with Microsoft Office products

Department Office Administration & Clerical

Required Experience: 5-7 years of relevant experienceRequired Travel: No Travel Required

Required Education: High school or equivalent

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 .

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