Operations Specialist
HUB International · Petaluma, California, US
Summary The Operations Specialist is essential for ensuring that day-to-day operations are executed efficiently, records are kept accurate, and compliance st...
Job description
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. Essential Functions: 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 accounting questions Create Notice of Cancellation letters (Acct) AP & AR - Review & manage Aging in conjunction with corporate accounting team Collections / E.P. follow up & request associated write offs Review new agencies and set up in agency database Evaluate agency mergers & acquisitions for changes needed and 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 weekl...