Operations Specialist

Summary 
As an Insurance Program Manager, PPIB develops and manages specialty insurance programs for niche industries. The Operations Specialist plays a key role in keeping business flowing for our insureds, retail insurance agents, and wholesale brokers within our varied programs. 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 and driving process improvements.

Essential Functions

• Assist with calls from prospects, insureds, brokers, and carriers

• Collect and process payments

• Issue certificates of insurance

• Handle Broker of Record Letters

• Manage retail/wholesale brokerage additions and changes

• Assist with state form review and special Compliance projects

• Inspection ordering, review, evaluation, and processing.

• Prepare and act on weekly/monthly reports for Operations

• Work with finance companies on requested documentation

• Process incoming mail as needed

• Prepare outgoing certified mail

• Process documentation review and updates

• Back up to other Operations Specialist’s 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

• 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

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $30- $34 an hour and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

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HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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