Project Assistant - Personal Lines
Overview
This position encompasses three main components: Administrative Sales Support functions; Education & Technical Learning and Ongoing Mentoring.
Responsibilities
- Assigned reports for quality control within agency management system.
- Provide support to the personal lines for agency book rolls/book thinning projects.
- Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose.
- Responsible for implementing a quality control review process to assure the production of quality work and the provision of excellent customer service.
- Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
- Responsible for updating personal lines procedure manual/carrier update bulletin and distribution to team.
- Meet KPI goals as established.
- Other responsibilities as assigned by Manager.
Qualifications
- Experience servicing personal accounts within an insurance agency.
- Thorough knowledge of personal lines coverages and markets.
- Experience with an automated agency management system.
- Active Producer license or ability to obtain license within six months of start date.
- Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
- Ability to be proactive, anticipatory, and handle confidential material.
- Ability to work independently and in a collaborative team.
- Strong attention to detail.
- Customer focused.
Benefits
- The expected salary range for this position is $20.44/hr - $30.77/hr 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: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.
Department
Account Management & Service
Required Experience
- 2-5 years of relevant experience
Required Travel
- Negligible
Required Education
- High school or equivalent
About HUB International
HUB International is more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. We help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. We also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. We bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. We are proud to offer comprehensive benefit and total compensation packages, including health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions. HUB International 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.