This position is hybrid and can be located anywhere in the US.
Essential Functions and Responsibilities
Approved State Licenses needed
Review of all bound policies for quality assurance
Process endorsements, certificates of insurance, and sending invoices
Process billing questions for new and renewal policies
Handle non-pay cancellation notices from Carriers to follow up for payments due
Post bind process and policy review
Identify cross sell opportunities
Coordinate and monitor account servicing
Ability to work directly with Carriers & within Carrier sites to process billing and endorsements needed for clients
Superior Microsoft Office experience
Strong organizational, customer service orientation & disciplined time management skills
Comfort level with out bound dialing and phone conversations with clients
Insurance experience preferred
Ability to communicate effectively with others via the phone and email
Experience with multi-tasking in a fast-paced environment
Comfort level with working remotely
Other duties may be assigned
Additional or Daily Responsibilities
Assist the Producers and AM team members to act on alerts in the agency management system
Act as concierge for all clients post bind, answering their billing and servicing questions
1st term only, proactive email sent to clients advising who their Account Manager is with all contact information
Facilitate the post bind process and all policy review to maintain well documented Agency Management files, smooth customer transition from producer to account manager as well as timely policy deliverance
Support policy cancellation process
Assist with customer servicing requests from clients by working with internal teams and carrier service centers
Deliver excellent customer service to delight our customers in every online and offline interaction
Have a full understanding of the processes in our agency management system to be able to assist in the post bind process, process endorsements, cancellations, billing questions, LPR’s and Certificates
Successfully be able to prioritize and support for all Producers and Account Managers
Coverage training and utilization of carrier trainings
Support client needs in a timely and well thought out manor to include answering and or making phone calls to clients, billing issues, audit questions, coverage inquiries, certificates of insurance or policy changes
Develop strong communication with Underwriters to build our relationship
Qualifications
1-2 years of relevant experience.
P&C Insurance License
Familiar with Customer Account Servicing in regulated/financial services experience preferred.
Education/Experience
High School Degree Required
4 Year Degree Preferred
Computer Skills: Word processing, spreadsheets, email software and other related programs. Proficient at working with 3rd Party or Agency management systems, Various Web Applications, Client or Insureon Agent portals and other related online applications.
Physical Demands or Requirements: This role requires sitting at a workstation for extended periods of time, while working in a dedicated office space in your home environment.
Travel Requirements
This is a virtual first company and no travel is required to complete the responsibilities of this assignment.
Notice: Insureon does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.
Salary Transparency
The expected salary range for this position is $$22/hr - $24.50/hr 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, HAS and 401(k) accounts, paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays. In addition, eligible annual bonuses, equity and commissions may be available for some positions.
SPG
What we offer you
We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.
Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career
The HUB difference
HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.
Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at HUBRecruiting@HUBInternational.com. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.
E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.
