Operations Assistant supporting operational non-sales functions in insurance brokerage. Ensuring compliant service delivery and cross-departmental initiatives across various locations.
Responsibilities
The Operations Assistant position is a support position that assists with the operational non-sales functions and development of the department(s) or location for Commercial Lines, Personal Lines and/or Employee Benefits to ensure smooth, efficient, compliant service delivery and cross-departmental initiatives.
Ensure regional operational standards are consistently met and maintained in alignment with HUB Corporate and regional directives.
Communicate goals, vision, and procedures effectively across teams to ensure alignment with leadership priorities.
Promote and sustain a culture of teamwork by encouraging collaboration and supporting cross-department initiatives.
Partner with Operational Leaders, Accounting, Human Resources, and other departments to implement regional projects and directives.
Coordinate and manage training logistics, including scheduling, reporting, materials distribution, and recordkeeping.
Participate in technology initiatives by attending change management meetings, sharing updates, maintaining SharePoint content, and troubleshooting basic issues.
Support operational audits and performance tracking by compiling data, reconciling reports, maintaining dashboards, and assisting with process improvements.
Oversee regional facilities and office operations, including mail and copier equipment, AED readiness, and security access.
Prepare and deliver management reports, summaries, and data analyses as required.
Pursue ongoing professional development and continuing education opportunities relevant to the insurance industry.
Maintain and update Standard Operating Procedures (SOPs) to reflect current workflows and compliance expectations.
Assist with communication of workflow or system changes by creating and distributing clear internal announcements or guides.
Uphold confidentiality and compliance with company policies, data privacy standards, and insurance regulations.
Requirements
2-5 years of applicable insurance/agency/operational experience preferred
Exceptional written and verbal communication skills
Superior customer service and problem solving skills
Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)
Detail-oriented self-starter
Strong leadership, mentoring, and team-building skills
Significant skill in handling competing demands and projects
Excellent organizational skills and ability to prioritize and delegate responsibility
Mastery of virtual technology, including meeting scheduling, video display and screen sharing
Four-year college degree preferred
Relevant Insurance licenses per state/regional statutes and as required by management
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