Carrier Team Associate

Hub International Insurance•Riverside, CA

7d•$19 - $27

About The Position

The Carrier Team assists as the bridge of communication between the Hub Accounting teams and our Insurance Carrier and Broker partners. As a service and support unit, they work closely to ensure carrier inquiries and documentation are thoroughly researched and resolved. About the position : The Carrier Team Associate plays a key role in supporting accurate financial transactions by reviewing and routing carrier documentation, including statements, invoices, and related materials, to the appropriate teams . They verify documentation for accuracy, handle first-level inquiries, and conduct research to support correct commission posting. This role also involves professional communication with carriers while representing Accounting. Success comes from strong attention to detail, problem-solving, and collaboration across teams.

Requirements

High school diploma or equivalent; additional education in business, accounting, or a related field is a plus
Experience in a support-focused role such as banking, finance, collections, help desk, or client solutions
Proficiency in Microsoft Office Suite, especially Excel, Outlook, and Word
Clear and professional communication skills—written, verbal, and in-person—with confidence in engaging carriers and brokers via email, phone, and face-to-face interactions
Strong attention to detail and organizational skills, with the ability to manage multiple priorities in a dynamic environment
Ability to thrive in a collaborative team environment that values partnership, shared success, and mutual support

Responsibilities

Review and validate carrier documentation, including statements, invoices, and supporting materials, to ensure accuracy and completeness before routing to the appropriate accounting teams.
Act as a key liaison between carriers and internal teams, handling first-level inquiries and representing Accounting with professionalism and clarity.
Communicate effectively with carriers and brokers through email, phone, and in-person interactions to support partnership and resolve documentation-related questions.
Analyze documentation to identify inconsistencies or missing information and follow up to resolve issues that could delay transaction processing.
Maintain organized and accessible records within broker management systems, following internal procedures.
Contribute to a collaborative team environment, supporting shared goals and assisting with evolving priorities as needed.