Administrative Support AssociateRockville, MD

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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