Match and Research Specialist

HUB International • Irving, TX

3d

About The Position

The Match and Research Specialist handles outbound business calls and related mortgage insurance documentation and processing. The role contacts insurance companies to retrieve documents or validate information, works in a call queue and documentation system, and researches and retrieves documents from online insurance sites. The specialist also completes other research projects as assigned and follows established instructions and procedures to support representatives and company goals. The position requires maintaining minimum productivity and quality standards, including data entry alongside calls, and building positive working relationships. Other duties may be assigned to balance workloads or cover absences.

HUB describes its workplace as supportive of employee growth, autonomy, collaboration, and career development. The company offers structured training, licensing support, and ongoing development opportunities.

Requirements

• Minimum 32 WPM in 10-key typing.
• Reading comprehension sufficient to understand company manuals and follow instructions step by step.
• Working knowledge of the Windows computer environment and Office software, especially Excel.
• Detail-oriented.
• Must meet the essential duties and qualifications satisfactorily.
• Skills testing may be required before an interview.

Nice To Haves

• Prior experience in P&C insurance, mortgage, or forced-placed insurance is a plus but is not required.

Responsibilities

• Make outbound telephone calls to insurance companies to retrieve documentation or validate information.
• Work within a call queue and document interactions with appropriate notations.
• Research and retrieve documents from online insurance sites.
• Complete other research projects as assigned.
• Follow instructions, procedures, and established guidelines to support representatives and company goals.
• Maintain minimum productivity and quality standards, including processing data entry in addition to calls.
• Develop and maintain positive working relationships.
• Support company service commitments and individual performance goals.
• Perform other duties as assigned, including covering absences and helping balance workloads.

Benefits

• Structured training, licensing support, and ongoing development opportunities.
• Competitive pay.
• Comprehensive health benefits.
• Retirement savings matching.
• Company-paid life and disability plans.
• Generous paid time off.
• Paid parental leave.
• Wellbeing program.
• Collaborative culture and career growth opportunities.
• Community impact opportunities through HUB Gives.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed