4 jobs found in Petaluma

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...

Pay Range: $50000 - $110000 / year Sign-On Bonus Opportunity of up to $4,000* Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital indemnity, health...

About Professional Program Insurance Brokers (PPIB) PPIB is a program manager focused on developing insurance programs for niche industries—including pyrotechnics, tattoo and body art studios, medispas, and other unique industries. Established in 1993 we have grown into a recognized leader in innovative program development. We collaborate with industry professionals, as well as with retail and wholesale brokers to ensure our programs meet real-world needs and evolving trends. In 2018, PPIB joined Specialty Program Group (SPG), a division of HUB International. This partnership allows us to maintain the expertise and personal service of a small, specialized organization while benefiting from the resources, stability, and support of a global brokerage. As we continue to grow and explore new opportunities, we are seeking talented individuals who share our passion for innovation and want to help build the next generation of specialty insurance programs. If you are driven,...

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 Professional Program Insurance Brokers (PPIB) PPIB is a program manager focused on developing insurance programs for niche industries—including pyrotechnics, tattoo and body art studios, medispas, and other unique industries. Established in 1993 we have grown into a recognized leader in innovative program development. We collaborate with industry professionals, as well as with retail and wholesale brokers to ensure our programs meet real-world needs and evolving trends. In 2018, PPIB joined Specialty Program Group (SPG), a division of HUB International. This partnership allows us to maintain the expertise and personal service of a small, specialized organization...