Customer Service Representative and Receptionist

HUB International•Lake Charles, LA

6d•Onsite

About The Position

We currently have an opportunity for Customer Service Representative & Receptionist to join our Lake Charles, LA office. The selected employee will assist Advisors with the processing of new business and account managers with the processing and servicing of all accounts in accordance with the practices, policies and procedures of the Company. In addition will serve as the receptionist for the office, answering phones, greeting customers, etc.

Requirements

High School diploma or GED (AA or college attendance desired)
Previous work experience (preferably with an insurance, financial services or professional services company) is preferred
Louisiana license required within 90 days of employment
Demonstrated verbal and written communication skills
Computer proficiency: Microsoft Office Suite, Outlook, etc.
Ability to work in a fast-paced, team-oriented environment
Demonstrated attention to detail
Strong customer service skills
Department Account Management & Service
1-2 years of relevant experience

Nice To Haves

AA or college attendance desired

Responsibilities

Answering phones
Prepare ID cards, declaration pages, lost policy release forms, summaries of insurance, schedules of insurance, etc.
Review retrieved carrier website documentation.
Process renewals, endorsements; this includes attaching policies in EPIC, mailing insureds and mortgagee copies.
Checking documents for accuracy.
Invoice policies and endorsements
Provide support as needed to account managers
Other responsibilities as assigned by the manager
Open reception area and office by the required office opening time each day and closes the reception area at the end of the day
Present a friendly, professional demeanor at all times
Answer incoming telephone calls, forward calls, deliver messages, mail and faxes to appropriate personnel or department in a friendly and professional manner
Answer questions about organization and provide callers with address, directions, and other information as required
Welcome on-site visitors, determines nature of business, and announce visitors to appropriate personnel
Receive, sort, date stamp, and route mail or packages to appropriate personnel, scan all mail into system and distribute appropriately
Will organize outgoing mail, separating mail to insurance carriers, other offices, and prepare for pickup
May order, receive, and maintain office supplies, coordinate maintenance of office equipment with vendors

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