Operations Specialist

Summary
The Operations Specialist is essential for ensuring that day-to-day operations are executed efficiently records are kept accurate and compliance standards are met all while supporting the team in resolving operational challenges driving process improvements and liaising with corporate team.

Essential Functions

• Assist with calls from clients brokers and companies

• Collect and process payments

• Review and issue urgent or complex certificates of insurance

• Handle Broker of Record letters

• Prepare and provide finance quotes and finance agreements for clients

• Issue necessary cancellations

• Handle accounting discrepancies (commissions broker fee taxes etc.) and accounting questions

• Create Notice of Cancellation letters (Acct)

• AP & AR - Review & manage Aging in conjunction with corporate accounting team

• Collections / E.P. follow up & request associated write offs

• Review new agencies and set up in agency database

• Evaluate agency mergers & acquisitions for changes needed and then implement

• Assist with state form review and special Compliance projects

• Inspection ordering review evaluation recommendation letters follow ups and compliance checking for clients

• Provide weekly reports for Operations

• Back up to other Operations Specialist tasks as needed

• Perform other duties as assigned

Competencies to be expected within 3-6 months

• Understand PPIB Office Workflows and Processes

• Understand Overview of PPIB Programs

Requirements:

• Strong demonstrable skills in Excel Word Adobe and similar programs

• 3-5 years minimum in office environment

• Insurance experience preferred but not required

• Experience with accounting functions including AR & AP

• Passion for details and accuracy

• Strong logical and critical thinking

• Problem solving skills/enjoys puzzles

• Excellent organizational and time management abilities

• Flexible with change and juggling priorities

• Manage multiple tasks at once

Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities that are required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.

Additional Info:

• Remote work available if located more than 75 miles from Petaluma CA office OR Hybrid work schedule if within 75 miles of office

• Work Hours M-F 8:30AM to 5:00PM Pacific Time

Salary Transparency:

Disclosure required under applicable law in California Colorado Illinois Maryland Minnesota New York New Jersey and Washington states: The expected salary range for this position is $65000-$75000 and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and 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.

#SPG

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.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.