Commercial Lines Customer Service Representative

Hub International InsuranceMobile, AL
1d

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
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