Administrative Support Associate

Job Purpose : Provide Administrative Support to the various departments within AgencyONE
About Specialty Program Group: Specialty Program Group (SPG) is the wholesale & MGA division of HUB International (5th Largest Global Broker). SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under distinct brands (portfolio companies).
About AgencyONE:
AgencyONE is a premier insurance brokerage general agency working with financial advisors across the country to preserve enduring family values through responsible wealth and risk management. AgencyONE works closely and collaboratively with its financial advisors to serve the life insurance, estate and principal protection needs of their clients.
Duties include but may not be limited to the following:
Assist departments as directed by management or senior members of the team
Communicate directly with our financial advisors by telephone and electronically
Respond to the advisor inquiries in a timely and accurate fashion and provide frequent proactive updates as agreed.
Monitor shared email inboxes and assess, respond or redirect inquiries to appropriate recipients
Screen, log, assess, and direct incoming mail to appropriate recipients as requested
Respond promptly to internal and external inquiries
Direct requests and unresolved issues to an appropriate supervisor
Update Agency Management system for various tasks, status, client requests, and resolution of issues.
Assist new business with obtaining requirements for the underwriting of insurance policies
Coordinate and prepare insurance and annuity policies
Assist with obtaining commission statements from various insurance carriers
Add folders and documents to and update Paperclip imaging system
Assist with the processing of advisor contracts
Update, maintain, and produce spreadsheets and reports as requested
Skills/Key Competencies
Proficient in Microsoft Office: Word, Excel, Outlook
Can prioritize workflow and understand urgency
Must have attention to detail, is highly organized and understand its importance
Experience working with data; entering, extracting and analysis
Multi-tasking – working on various assignments simultaneously
Is able to meet deadlines within tight timeframes
Must be a self-starter and enjoy working in a team environment
Strong initiative and ability to work independently with a strong sense of ownership.
Excellent communication and telephone skills are required; both verbally and written
Understands the need for change and is flexible when needed.
Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 9:00am to 5:00pm Eastern with a 30-minute break for lunch and two15-minute breaks.
Position Location
This is a Hybrid position at our Rockville, MD office
Department Account Management & Service
Required Experience:
Required Travel: No Travel Required
Required Education: High school or equivalent
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 athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
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Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.