Client Specialist, Commercial Lines

Hub International InsuranceColumbus, OH
Onsite

About The Position

HUB International is seeking to add a Client Specialist to their Columbus based Commercial Lines team! The Client Specialist will provide administrative and professional support to commercial lines clients and HUB associates, with a focus on excellent customer service and teamwork. HUB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 21,000 employees in 600+ offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.

Requirements

  • Ohio Property and Casualty licensure is required, or needs to be obtained within 90 days of employment
  • High school diploma or equivalent is required
  • Strong understanding and comfort using Microsoft Office tools (Word, Excel, Outlook, PowerPoint)
  • Strong customer service, organization and time management skills
  • Strong decision making and problem-solving skills

Nice To Haves

  • Prior working experience in the insurance industry or knowledge of commercial insurance and products is highly preferred
  • Professional designations are preferred
  • College degree preferred
  • Existing knowledge of Applied Epic is preferred

Responsibilities

  • Communicate with HUB associates, clients and carriers via phone and email to provide answers to questions or concerns relevant to commercial lines policies and products
  • Run Motor Vehicle Reports and accurately advise clients if employees are eligible drivers
  • Sort, Scan and process all new mail items
  • Deliver policies in a timely manner and in the format in which the Client Manager advises
  • Request, process and handle mid-term change requests
  • Properly document all communication and activity with HUB associates, clients and carriers to maintain compliance and organization
  • Coordinate policy expirations with HUB associates to obtain and process renewal information
  • Create new and renewal certificates of insurance templates in CSR24, ensuring accuracy of policy detail and attachments
  • Process complex certificates of insurance and contract reviews
  • Process policies, cancellations and endorsements timely and accurately
  • Prepare and update renewal proposals and summaries
  • Complete policy application detail for newly bound policies into Epic
  • Follow up on cancellations and billing issues by effectively communicating with client and carrier
  • Assist with claim reporting and follow up
  • Pursue and maintain professional insurance designations as recommended by HUB International
  • Perform all other duties as assigned by Commercial Client Specialist Supervisor and/or Commercial Lines Operations Manager

Benefits

  • Competitive salaries and benefits offerings
  • Medical/dental/vision insurance and voluntary insurance options
  • Health Savings Account funding
  • 401k matching program
  • Company paid Life and Short-Term Disability Plans
  • Supplemental Life and Long-Term Disability Options
  • Comprehensive Wellness Program
  • Paid Parental Leave
  • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
  • Great work/life balance, because that’s important for all of us!
  • Focus on creating a meaningful environment through employee engagement events
  • The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
  • Growth potential - HUB is constantly growing and so can your career!
  • A rewarding career that helps local businesses in the community
  • Strong community support and involvement through HUB Gives
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