Client Service Associate

Hub International Insurance•Encino, CA

2d•$23 - $29

About The Position

Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative insurance solutions. The Personal Lines Client Service Associate is responsible for providing exceptional service to our clients and their co-workers. They work collectively with assigned Account Executive and Account Managers to provide support in selling and servicing to our current and new clients. Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures. Produce Binders, Certificates, Endorsements, Evidence of Insurance, Automobile Identification cards, Policy Release forms, and other related items while verifying their accuracy. Assists with monthly expiration and missed expiration reports. Prepare summaries of insurance, schedules, and proposals as needed for account review. Maintains accurate and organized account files by appropriately documenting conversations with carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data. Maintain workflow through EPIC as per established process and procedures (i.e. adding client shell, billing inquiries, etc.). Performs other duties and projects as assigned.

Requirements

High School Diploma / GED; College degree strongly preferred.
1-2 years of related insurance experience (brokage experience preferred) or equivalent combination of education & experience strongly preferred.
Preferred to be currently licensed in good standing in required lines and states but not required. If unlicensed, must be willing to work towards obtaining license for required lines and states within 1 year of hire.
Demonstrated communication skills with the ability to effectively interact with all levels within the organization.
Computer proficient with Microsoft Office Suite & Outlook, AMS experience preferred.

Responsibilities

Provide exceptional service to our clients and their co-workers.
Work collectively with assigned Account Executive and Account Managers to provide support in selling and servicing to our current and new clients.
Provide professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.
Account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
Produce Binders, Certificates, Endorsements, Evidence of Insurance, Automobile Identification cards, Policy Release forms, and other related items while verifying their accuracy.
Assist with monthly expiration and missed expiration reports.
Prepare summaries of insurance, schedules, and proposals as needed for account review.
Maintain accurate and organized account files by appropriately documenting conversations with carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
Maintain workflow through EPIC as per established process and procedures (i.e. adding client shell, billing inquiries, etc.).
Perform other duties and projects as assigned.