Administrative Account Assistant

$37,440 - $47,840/Yr

Hub International - Sacramento, CA

Full-time - Entry Level

Sacramento, CA

251-500 employees

Insurance Carriers and Related Activities

About the position

The Administrative Account Assistant at HUB provides essential administrative support to account managers, ensuring the efficient day-to-day operations of the office. This full-time in-office role involves performing routine clerical tasks, managing filing systems, and assisting with various special projects. The ideal candidate is self-motivated and eager to build a successful career in the insurance industry.

Responsibilities

• Provides administrative support for all departments such as printing, filing, photocopying, data entry, scanning, binding and collating, downloading company reports, mail distribution and mail-outs.
• Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents.
• Orders, receives and maintains office supplies and proactively ensures office supplies are available when needed.
• Operates office equipment, copiers, or phone systems and arranges for repairs when equipment malfunctions.
• Greets visitors or callers and handles their inquiries or directs them to the appropriate persons according to their needs.
• Helps with data entry, reports, numbers, etc. as assigned.
• Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
• Responsible for service work as needed on a daily basis, including but not limited to certificates of insurance, policy changes and client payments.
• Assists with marketing clients to carriers.
• Accesses carrier websites, pulls documents and distributes to service staff for processing.
• Opens, reads, routes, and distributes incoming mail, including scanning and coding/indexing when necessary.
• Processes outgoing mail as needed.
• Performs other duties and projects as assigned.

Requirements

• Ability to effectively and professionally communicate orally and in writing with internal and external customers.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Confidence and demeanor to effectively interact with all levels within the organization.
• Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
• Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
• Ability to respond to customer needs.
• Proficiency with Microsoft Office Suite and Outlook.
• Desire to learn and grow within the insurance industry.
• Knowledge of administrative and office procedures and systems such as word processing, managing files and records, designing forms, and workplace terminology.

Nice-to-haves

• High school diploma/GED (college degree preferred).
• Willingness to obtain a Property & Casualty license within first 6 months of employment.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Flexible Spending Account (FSA)
• Health Savings Account (HSA)
• 401(k) accounts
• Paid time off benefits
• Eligible bonuses, equity, and commissions for some positions.