P&C Insurance Operations Assistant supporting daily workflow of insurance team by maintaining data and documentation. Proficient in Excel and detail-oriented for efficient operations.
Responsibilities
Perform accurate and timely data entry into the agency management system (e.g., Epic, AMS360, or similar).
Maintain and update policy, client, and carrier information across multiple systems.
Create, organize, and manage Excel spreadsheets used for tracking renewals, policy issuance, premium allocations, certificates, and claims activity.
Assist in data audits and report generation to support operational initiatives and management reporting.
Support team members by preparing summaries, schedules, and reports as requested.
Assist with account reconciliations, document uploads, and other administrative duties related to policy management.
Identify and communicate data inconsistencies, system errors, or opportunities for process improvement.
Maintain confidentiality and compliance with all company and regulatory data standards.
Provide general administrative support to Operations, Account Management, and Leadership teams.
Requirements
High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred.
1–3 years of administrative, data entry, or insurance operations experience (insurance industry experience preferred).
Advanced proficiency in Microsoft Excel (formulas, filters, pivot tables, and data validation).
Strong attention to detail, organizational skills, and ability to manage multiple priorities.
Excellent written and verbal communication skills.
Familiarity with insurance terminology and agency management systems (a plus).
Demonstrated ability to maintain accuracy under tight deadlines.
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
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