Commercial Lines Customer Service Representative

Hub International Insurance•Metairie, LA

About The Position

The Commercial Lines Customer Service Representative is responsible for the day-to-day servicing of specific accounts at the direction of the Account Executive and/or Producer. This position requires direct interaction with clients, Account Executives, Producers, insurance companies, finance companies and various departments within the HUB organization.

Requirements

High school diploma or equivalent
1-2+ years of Commercial Lines experienced preferred
Active Property and Casualty License is preferred or must be willing to complete licensing requirements within 60 days of hire if not already obtained
Strong computer skills and proficient with various software programs
Must have excellent written and verbal communication
Organized and highly detail-oriented

Responsibilities

Issue auto ID cards, binders, certificates & Evidence of Property
Order loss runs and input information
Order MVRs and E Mods
Process change requests and cancelations – suspense and follow up, check and scan when received
Audits – including checking rates, ordering worksheets and invoicing
Support Account Manager and Account Executives - provide updates once policy is bound (update future application and pull over to current)
Process new business and renewals
Set up/update billing information
Scan and input all correspondence into paperless file
Email signed forms to carrier
Invoices
Prepare policies to be delivered
Reconcile fleet schedules
Prepare tabs for proposals
Agent of record letters
Finance agreement quotes
Renewal of all policies
Additional administrative duties – general scanning, mail, phone support
Assist as needed with various projects
Handle claims intake for the unit

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
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