Commercial Lines Assistant
San Antonio, TX - USA
Job Summary
About HUB:
HUB International is a global insurance broker providing a broad array of property casualty risk management life and health employee benefits investment and wealth management products and services. HUB has more than 650 offices across the United States Canada and Puerto Rico with more than 21000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity.
This position is in our downtown San Antonio office and offers a hybrid schedule (3 days office; 2 days remote) after an initial onboarding period.
Duties and Responsibilities
Director & Team Administrative Support
Serve as the primary administrative resource for the Commercial Lines Experience Director
Manage the Directors calendar scheduling internal and external meetings with accuracy and professionalism
Handle expense reporting and other administrative tasks for the Director
Draft proofread and organize correspondence agendas and follow-up communications
Assist with day-to-day operations and evolving departmental initiatives
Meeting & Event Coordination
Schedule and coordinate carrier meetings team meetings and client-facing events
Set up conference rooms and virtual meeting environments for all gatherings (Teams Zoom etc.)
Plan and organize carrier lunches trainings and onsite or virtual events from start to finish
Support the planning and execution of departmental meetings and producer meetings
Prepare agendas distribute materials and handle post-meeting follow-up logistics
Document & Proposal Preparation
Assist with preparing folding and assembling certificates of insurance for clients
Compile and organize client proposals renewal packets and presentations
Ensure all documents are accurate properly formatted and delivered on time
Processing & System Support
Provide administrative and clerical support to the insurance team assisting with routine processing tasks and departmental workflows
Enter and process data accurately and efficiently across insurance management systems
Perform basic calculations and data checks to ensure accuracy on invoices audits and policy-related documents
Assist with system-based tasks (Activities and similar) requiring minimal client interaction ensuring accurate processing and timely follow-up
Support Patra Policy Checking for the Service Team helping ensure timely and accurate policy review
Assist with invoicing and wrap activities as assigned
Maintain organized and accurate filing systems both digital and physical
General Team Support
Provide broad administrative and operational support to the full Commercial Lines team
Respond to routine team requests and assist with special projects as assigned
Escalate complex issues to the appropriate Account Manager or Director as needed
Maintain professional communication with team members carriers and clients at all times
Youre Great At:
You will have excellent organizational skills and be able to communicate effectively verbally and in writing. Working with Microsoft Office products is a daily occurrence with strong Word and Excel skills required.
Your future with HUB:
Choose a career with HUB International and take the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction. By joining HUB you will become part of a rapidly growing company that offers significant opportunity for advancement.
Our Vision:To be everywhere risk exists today and tomorrow. Helping protect what matters most.
Our Mission:To protect and support the aspirations of individuals families and businesses. To empower our employees to learn grow and make a difference in their communities.
Our Core Values:
Entrepreneurship:We encourage innovation and educated risk-taking.
Integrity:We do the right thing every time.
Teamwork:We work together to maximize results.
Accountability:We measure and take responsibility for outcomes.
Service:We serve customers communities and colleagues.
If you value what we value and like the perks along the way ApplyTODAY!
Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: Bachelors degree (4-year degree)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 veterans status or any other characteristic protected by local state or federal laws rules or regulations.
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Required Experience:
Junior IC
About Company
HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.