Summary 
As an Insurance Program Manager, PPIB develops and manages specialty insurance programs for niche industries. The Operations Specialist plays a key role in keeping business flowing for our insureds, retail insurance agents, and wholesale brokers within our varied programs. 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 and driving process improvements.

Essential Functions

Assist with calls from prospects, insureds, brokers, and carriers

Collect and process payments

Issue certificates of insurance

Handle Broker of Record Letters

Manage retail/wholesale brokerage additions and changes

Assist with state form review and special Compliance projects

Inspection ordering, review, evaluation, and processing.

Prepare and act on weekly/monthly reports for Operations

Work with finance companies on requested documentation

Process incoming mail as needed

Prepare outgoing certified mail

Process documentation review and updates

Back up to other Operations Specialist’s tasks, as needed

Perform other duties as assigned

Competencies to be expected within 3-6 months

Understand PPIB Office Workflows and Processes

Understand Overview of PPIB Programs

Requirements:

Strong, demonstrable skills in Excel, Word, Adobe, and similar programs

3-5 years minimum in office environment

Insurance experience preferred, but not required

Passion for details and accuracy

Strong logical and critical thinking

Problem solving skills/enjoys puzzles

Excellent organizational and time management abilities

Flexible with change and juggling priorities

Manage multiple tasks at once

Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. 

Additional Info:

Remote work available if located more than 75 miles from Petaluma, CA office OR Hybrid work schedule if within 75 miles of office

Work Hours M-F 8:30AM to 5:00PM Pacific Time

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $30- $34 an hour and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

#SPG

Department Account Management & Service

Required Experience: 2-5 years of relevant 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 at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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