Personal Lines Concierge
HUB International•Lake Oswego, OR
•$20 - $24•Onsite
About The Position
The Personal Lines Concierge serves as a frontline point of contact for personal lines clients, triaging and routing inbound calls and written inquiries to the appropriate resource. Working in support of Account Managers and Senior Account Managers, the Personal Lines Concierge ensures clients are connected quickly and professionally to the carrier service center, account management team, or other resource best suited to their needs.
Requirements
- High School or equivalent
- P & C Insurance Producer License Required within 90 Days of Start
- Previous office or call center experience strongly preferred
- Experience managing high-volume phone queues
- Exceptional customer service skills
- Excellent organizational, interpersonal, and communication skills
- Proven ability of working in a successful team environment
- Strong data entry skills
- Ability to multitask effectively, including navigating multiple systems simultaneously while managing live client interactions
- Strong attention to detail
- Proficient in Microsoft Word, Excel, Outlook, Teams, and internet utilization
- Confidence and demeanor to effectively interact with all levels within the organization
- Ability to handle difficult or emotional customer situations promptly and professionally
- 1-2 years of relevant experience
Nice To Haves
- Applied Agency Management System (EPIC) experience preferred
Responsibilities
- Receive and distribute high-volume inbound client contacts across multiple channels
- Assess client needs and route to the appropriate resource with context and continuity
- Provide coverage and distribution support during account manager absences or high volume periods
- Communicate with company personnel regarding the client's needs and/or issues
- Process change requests as specified by the account manager
- Input and maintain data in the agency management system as required
- Responsible for scanning and attaching communications and documents as required
- Performs other duties and projects as assigned
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- paid-time-off benefits
- eligible bonuses
- equity
- commissions for some positions
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
