Personal Insurance Quoter - Client Advisory Team

Hub International InsuranceEast Longmeadow, MA
Hybrid

About The Position

HUB International is seeking a Personal Insurance Quoter to join their Client Advisory Team in East Longmeadow, MA. This role operates on a Hybrid work schedule. The primary responsibility is to review and enter underwriting data into insurance company websites, input data into agency management systems, and prepare proposals according to company policies and procedures. HUB International is a large insurance brokerage with a focus on employee well-being, career growth, and community involvement, recognized for its positive workplace culture.

Requirements

  • Experience with personal lines insurance
  • Thorough knowledge of personal lines coverages and markets
  • Proficiency with Microsoft Office products.
  • Ability to pay attention to detail.
  • Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
  • 2-5 years of relevant experience

Responsibilities

  • Assist with pre-underwriting information gathering and proposal presentations as needed.
  • Gather data online for insurance submissions.
  • Provide online portal quoting support.
  • Set up new client shells, policy shells, and enter all policy data into agency management system.
  • Compile and scan the new business marketing files into agency management system.
  • Invoice new business in agency management system, if applicable.
  • Mail Lost Policy Release forms with a client specific cover letter.
  • Finalize new business/rewrite proposal procedures.
  • Apply new business deposit payments.
  • Conducts business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
  • Other responsibilities as assigned by Manager/Team Leader.

Benefits

  • Medical, Dental, Vision, and Prescription Drug Coverage
  • Health Plan Reimbursement Program
  • Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
  • 401(k) Savings Plan
  • Life and Disability Plans
  • Long-Term Care
  • Employee Assistance Program (EAP)
  • Comprehensive Wellness Program
  • Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
  • Low-Cost Loan Program and Student Loan Resources
  • Vacation, Holiday, Sick, and Personal Time Off
  • Flexible Work Arrangements
  • Dress for Your Day Policy
  • Comprehensive Onboarding and Continuing Education
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