Operations Assistant

The Operations Assistant will provide office support to all staff and perform a variety of administrative and Broker Management System functions.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Prepare deposit and process through FTNI system.
• Receptionist duties including screening and routing calls and voicemail messages and maintaining voice-mail system.
• Greet visitors and vendors.  Ensure reception area is maintained.
• Route all incoming faxes in a timely manner.
• Process all incoming mail, including overnight mail.  Stamp and scan and attach in EPIC.
• Process all outgoing mail, including overnight mail.
• Maintain supplies inventory by checking stock to determine level, placing orders, and verifying receipt.
• Conference room maintenance and meeting coordination.
• Monitor and maintain office equipment, including copiers, label printer, scanner, and postage machine.
• Kitchen maintenance.
• Assist Account Managers/Producers with preparation of client documents – copying, sorting, packaging, mailing.
• Perform EPIC control functions, including applying credits to debits, review of unapplied payments and HFC activities, and policy invoicing.
• Other EPIC and BenefitPoint data entry as assigned.
• Other reasonable duties as assigned by your supervisor.

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

WORK EXPERIENCE REQUIREMENTS

• Insurance agency or broker experience preferred
• Exceptional customer service skills
• Excellent organizational, interpersonal, communication skills
• Proven ability of working in a successful team environment
• Strong data entry skills
• Ability to exercise independent judgment Proficient in Microsoft Word, Excel, Outlook, and internet utilization
• EPIC Agency Management System experience preferred but not required

Department Office Administration & Clerical

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

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 team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.