Personal Lines Customer Service Representative

HUB International • Metairie, LA

1d

About The Position

The Personal Lines Customer Service Representative handles day-to-day servicing of specific accounts under the direction of an Account Executive and/or Producer. The role involves direct interaction with clients, Account Executives, Producers, insurance companies, and other HUB departments. The representative supports account servicing, policy processing, client inquiries, and administrative work, while assisting account managers and contributing to projects as needed.

Requirements

• High school diploma or equivalent.
• Strong computer skills and proficiency with various software programs.
• Excellent written and verbal communication skills.
• Organized and highly detail-oriented.
• Willingness to complete licensing requirements within 90 days of hire if not already licensed.

Nice To Haves

• 1–2+ years of Personal Lines experience preferred.
• Active Property and Casualty License preferred.

Responsibilities

• Answer incoming telephone calls and assist clients with inquiries.
• Issue auto ID cards and declaration pages.
• Prepare lost policy release forms, summaries of insurance, and schedules of insurance.
• Review documentation retrieved from carrier websites.
• Process change requests and cancellations, including suspense tracking, follow-up, and checking and scanning documents when received.
• Process renewals and endorsements; attach policies in EPIC, mail copies to insureds and mortgagees, and check documents for accuracy.
• Support Account Managers and Account Executives, including providing updates after a policy is bound, updating future applications, and pulling them over to current.
• Provide support as needed to account managers.
• Process new business and renewals.
• Set up and update billing information.
• Scan and input correspondence into the paperless file.
• Email signed forms to carriers.
• Invoice policies and endorsements.
• Prepare policies for delivery.
• Perform additional administrative duties, including general scanning, mail, and phone support.
• Assist with various projects as needed.
• Perform other responsibilities as assigned by the manager.

Benefits

• Competitive salaries and benefits offerings.
• Medical, dental, and vision insurance and voluntary insurance options.
• Health Savings Account funding.
• 401(k) matching program.
• Company-paid life and short-term disability plans.
• Supplemental life and long-term disability options.
• Comprehensive wellness program.
• Paid parental leave.
• Generous paid time off, including vacation, holidays, sick, and personal time.
• Structured training, licensing support, and ongoing development opportunities.
• Retirement savings matching.
• Employee engagement events.
• Community impact and involvement through HUB Gives.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED