Hybrid Insurance Operations Assistant

Posted 3 weeks ago

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About the role

  • Operations Assistant supporting operational non-sales functions in insurance brokerage. Ensuring compliant service delivery and cross-departmental initiatives across various locations.

Responsibilities

  • The Operations Assistant position is a support position that assists with the operational non-sales functions and development of the department(s) or location for Commercial Lines, Personal Lines and/or Employee Benefits to ensure smooth, efficient, compliant service delivery and cross-departmental initiatives.
  • Ensure regional operational standards are consistently met and maintained in alignment with HUB Corporate and regional directives.
  • Communicate goals, vision, and procedures effectively across teams to ensure alignment with leadership priorities.
  • Promote and sustain a culture of teamwork by encouraging collaboration and supporting cross-department initiatives.
  • Partner with Operational Leaders, Accounting, Human Resources, and other departments to implement regional projects and directives.
  • Coordinate and manage training logistics, including scheduling, reporting, materials distribution, and recordkeeping.
  • Participate in technology initiatives by attending change management meetings, sharing updates, maintaining SharePoint content, and troubleshooting basic issues.
  • Support operational audits and performance tracking by compiling data, reconciling reports, maintaining dashboards, and assisting with process improvements.
  • Oversee regional facilities and office operations, including mail and copier equipment, AED readiness, and security access.
  • Prepare and deliver management reports, summaries, and data analyses as required.
  • Pursue ongoing professional development and continuing education opportunities relevant to the insurance industry.
  • Maintain and update Standard Operating Procedures (SOPs) to reflect current workflows and compliance expectations.
  • Assist with communication of workflow or system changes by creating and distributing clear internal announcements or guides.
  • Uphold confidentiality and compliance with company policies, data privacy standards, and insurance regulations.

Requirements

  • 2-5 years of applicable insurance/agency/operational experience preferred
  • Exceptional written and verbal communication skills
  • Superior customer service and problem solving skills
  • Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)
  • Detail-oriented self-starter
  • Strong leadership, mentoring, and team-building skills
  • Significant skill in handling competing demands and projects
  • Excellent organizational skills and ability to prioritize and delegate responsibility
  • Mastery of virtual technology, including meeting scheduling, video display and screen sharing
  • Four-year college degree preferred
  • Relevant Insurance licenses per state/regional statutes and as required by management
  • Advanced professional designation highly desirable (e.g. AIC, AAI, ARM, CIC, CPCU)

Benefits

  • Competitive salaries and benefits offerings
  • Medical/dental/vision insurance and voluntary insurance options
  • Health Savings Account funding
  • 401k matching program
  • Company paid Life and Short-Term Disability Plans
  • Supplemental Life and Long-Term Disability Options
  • Comprehensive Wellness Program
  • Paid Parental Leave
  • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
  • Great work/life balance, because that’s important for all of us!
  • Focus on creating a meaningful environment through employee engagement events
  • The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
  • Growth potential - HUB is constantly growing and so can your career!
  • A rewarding career that helps local businesses in the community
  • Strong community support and involvement through HUB Gives

Job title

Insurance Operations Assistant

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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