Insurance Operations Assistant

Insurance Operations Assistant

The Operations Assistant position is a support role 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 record‑keeping.
• 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.
• Perform other duties and projects as assigned.

• Competitive salaries and benefits offerings
  • Medical/dental/vision insurance and voluntary insurance options
  • Health Savings Account funding
  • 401(k) matching program
  • Company‑paid Life and Short‑Term Disability Plans
  • Supplemental Life and Long‑Term Disability Options
  • Comprehensive Wellness Program
  • Paid Parental Leave
  • Generous PTO Package – Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential – HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

• 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
• Advanced professional designation highly desirable (e.g. AIC, AAI, ARM, CIC, CPCU)

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily and maintain required licenses or certifications as required by continuing education and other requirements. These qualifications are considered without regard to race, religion, color, sex, national origin, disability or any other characteristic protected by federal, state, and…