New Business Associate

About SPG:

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 discrete 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 not limited to the following:

• Participate in an internal, daily Teams call to prepare for the day ahead
• Work closely with Case Managers taking direction, providing feedback and reporting case movement daily
• Set-up life new business cases in our Agency Management System
• Document all correspondence, status and follow-ups in our Agency Management System
• Assist with obtaining underwriting requirements, including but not limited to exams and medical records
• Direct unresolved issues to Case Managers or Supervisor
• Add folders and upload documents to our Paperclip imaging system
• Submit documents through Paperclip or Outlook to life insurance carriers for underwriting review
• Monitor shared email inboxes and assess, respond or redirect inquiries to appropriate recipients
• Coordinate and prepare life insurance policies for delivery to client
• Monitor operator line for incoming voicemails

Skills/Key Competencies

• Proficient in Microsoft Office: Outlook, Teams
• Enjoy working in a team environment
• Able to take direction and work cohesively with all internal departments
• Able to prioritize workflow and understand urgency, completing all tasks promptly
• Must have attention to detail, be highly organized and understand its importance
• Able to work on various assignments simultaneously; multi-task
• Excellent communication and telephone skills are required; both verbally and written
• Understand 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.

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $19-$21 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.

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