Hybrid Insurance Tracking Representative

Hub International Insurance•Rockland, MA

7d•Remote

About The Position

The Hybrid Insurance Tracking Representative is responsible for accurately and timely processing insurance documentation to meet loan requirements. Working within a structured team environment with clearly defined workflows and production goals, this role involves data entry, reviewing various insurance documents across multiple lines of business, and completing transactions as needed. In addition to processing tasks, the position includes providing exceptional customer service by assisting both customers and insurance agents over the phone. You will handle both inbound and outbound calls, assist in obtaining the necessary insurance documentation, and educate callers on the requirements needed to fulfill their loan agreements. ABOUT HUB FINANCIAL SERVICES HUB Financial Services stands out as an industry leader in effectively managing lending risk associated with loan-level collateral for financial institutions. Whether 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 600 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.

Requirements

High attention to detail required.
Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
10-key typing: Minimum 35 WPM required.
Reading comprehension: ability to understand and follow company manuals step-by-step.
Working knowledge of Windows computer environment and Office software.
Ability to understand policy forms and coverage descriptions.
Strong organizational skills.
Willingness to attend educational classes is desired.
Skills testing may be required prior to an interview.
This position requires real-time telephone-based communication with customers as an essential function of the role. Team members must be able to listen, understand, and verbally respond to customer inquiries over the phone in a timely and professional manner.
1-2 years of relevant experience
High school or equivalent

Nice To Haves

Willingness to attend educational classes is desired.

Responsibilities

Field inbound and outbound calls to customers and insurance agents while providing superior customer service across all escrow and non-escrow insurance products.
Key in and validate data received in order to update loan records.
Match insurance documents to loan records in the Miniter Ecommerce System.
Train in additional supplemental processes based on business need.
Adhere to the Daily Workflow Schedule which outlines job responsibilities and daily production goals.
Actively participate in all training sessions, team meetings, department meetings, and one-on-one meetings.
Participate and/or collaborate in assignments and special projects.
Attend industry-related continuing education training and courses.
Other responsibilities as directed.