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.

• 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 answer accounting questions
• Create Notice of Cancellation letters (Acct)
• AP & AR – review and manage aging in conjunction with corporate accounting team
• Collections / E.P. follow‑up and request associated write‑offs
• Review new agencies and set up in agency database
• Evaluate agency mergers & acquisitions for needed changes, 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

• Understand PPIB Office Workflows and Processes
• Understand Overview of PPIB Programs

• 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
• High school or equivalent education
• No travel required

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. Perform other duties as assigned.

Work Hours
:
Monday–Friday 8:30AM to 5:00PM Pacific Time.

Salary
:
Expected salary range for this position is $65,000 to $75,000, impacted by the candidate’s skills, experience, and working location, as well as the specific position’s business line, scope and level.

HUB International offers comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HAS, and 401(k) accounts, paid‑time‑off benefits such as vacation, sick, personal, floating holidays and company holidays. Eligible annual bonuses, equity, and commissions may be available for some positions.

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 veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.