Commercial Lines Customer Service Representative

HUB International•Metairie, LA

10d

About The Position

The Commercial Lines Customer Service Representative handles day-to-day servicing for assigned accounts under the direction of an Account Executive and/or Producer. The role involves direct interaction with clients, Account Executives, Producers, insurance companies, finance companies, and departments across HUB. The representative also supports account management, processes new business and renewals, handles claims intake, and performs administrative and project work as needed. HUB describes an environment centered on employee growth, autonomy, collaboration, training, licensing support, and ongoing development. The company offers competitive compensation, benefits, paid time off, and opportunities to build a career. Benefits and programs may vary based on employment status, role, location, and eligibility.

Requirements

High school diploma or equivalent.
Strong computer skills and proficiency with various software programs.
Excellent written and verbal communication skills.
Organized and highly detail-oriented.

Nice To Haves

1–2+ years of Commercial Lines experience preferred.
An active Property and Casualty License is preferred; otherwise, willingness to complete licensing requirements within 60 days of hire.

Responsibilities

Issue auto ID cards, binders, certificates, and Evidence of Property.
Order loss runs and enter related information.
Order MVRs and E Mods.
Process change requests and cancellations, including suspense and follow-up, and check and scan documents when received.
Handle audits, including checking rates, ordering worksheets, and invoicing.
Support Account Managers and Account Executives, providing updates after policies are bound, updating future applications, and carrying information over to current records.
Process new business and renewals.
Set up and update billing information.
Scan and enter correspondence into paperless files.
Email signed forms to carriers.
Process invoices.
Prepare policies for delivery.
Reconcile fleet schedules.
Prepare tabs for proposals.
Process agent of record letters.
Prepare finance agreement quotes.
Renew all policies.
Perform administrative duties, including general scanning, mail, and phone support.
Assist with various projects as needed.
Handle claims intake for the unit.

Benefits

Competitive salaries and benefits.
Medical, dental, and vision insurance, plus voluntary insurance options.
Health Savings Account funding.
401(k) matching.
Company-paid life and short-term disability plans.
Supplemental life and long-term disability options.
Comprehensive wellness program.
Generous paid time off, including vacation, holidays, sick time, and personal time.
Paid parental leave.
Structured training, licensing support, and ongoing development opportunities.
Employee engagement events.
Community support and involvement through HUB Gives.