Hybrid Insurance Tracking Representative

Hub International InsuranceRockland, MA
Remote

About The Position

Under direct supervision, this Hybrid Processor position will be responsible for timely and accurate data entry of processing insurance documentation that satisfy loan requirements. You will be trained on a variety of insurance documents for different lines of business and expected to process transactions as necessary across those lines. Duties can include providing superior customer service to customers and insurance agents while supporting the call center. You will be responsible for answering incoming calls and making outbound calls to assist customers and agents with obtaining appropriate insurance documentation. The ideal candidate will educate the caller as to what documentation is needed to satisfy the customer’s loan agreement. Additionally, you will accurately complete loan transactions, as necessary. About HUB: HUB Financial Services stands out as an industry leader in effectively managing lending risk associated with loan-level collateral for financial institutions. Whether you’re dealing with real estate owned, residential real estate, commercial real estate, auto, watercraft, RV, powersport, or equipment portfolios, our outsourced insurance tracking, blanket, and impairment programs are designed to address lending risk comprehensively. Our commitment to tailoring solutions means we create a unique strategy for each client and portfolio. Why Choose HUB? Throughout our network of more than 500 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

Requirements

  • High attention to detail is Skills testing may be
  • At least one-year Call Center experience
  • Experience working with community bank bond / D&O / property and casualty insurance programs is preferred
  • Above-average telephone techniques and the ability to communicate effectively with prospective and existing clients, as well as other staff members
  • Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
  • Ability and willingness to utilize company’s computer system and software
  • Ability to understand policy forms and coverage descriptions
  • Organizational skills
  • High school or equivalent

Nice To Haves

  • Experience working with community bank bond / D&O / property and casualty insurance programs is preferred

Responsibilities

  • Match insurance documents to loan records in the Miniter Ecommerce System.
  • Analyze and process insurance documents to loan records ensuring the documents are appropriate and policy coverages are sufficient.
  • Provide proficient and accurate data entry of insurance documentation in accordance with policies and procedures.
  • Adhere to the Daily Workflow Schedule which outlines job responsibilities and daily processing goals.
  • Process transactions across multiple work queues daily
  • Actively participate in all training sessions, team meetings, department meetings and One-on-one meetings.
  • Provide quality customer service and assistance to customers with a timely resolution.
  • Educate customers as to why insurance documents are for their loan.
  • Process loan transactions with high quality and productivity during call wrap-up.
  • Attends industry related continuing education training and courses .
  • Other responsibilities as directed.

Benefits

  • HSA and PPO Medical plans available through BlueCross BlueShield of Illinois (BSBCSIL)
  • FSA available
  • Dental plans through BCBSIL
  • Vision insurance through VSP
  • Employer paid Short Term Disability
  • 5 Weeks of Paid Parental Leave
  • Employer paid Life Insurance – 2x your salary
  • 401k -Company matching
  • 10 paid Holidays
  • Floating Holidays and Personal days
  • Accrue Vacation and Sick time from day 1
  • Tuition Reimbursement
  • health, dental, vision, life, and disability insurance
  • FSA and HSA accounts
  • 401(k)
  • paid time-off benefits
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