Hybrid Property and Casualty Operations Assistant

Posted 2 months ago

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About the role

  • 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

Job title

Property and Casualty Operations Assistant

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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