Personal Lines Retention Agent

Hub International Insurance•Des Plaines, IL

19h•Remote

About The Position

This role is fully remote and requires an active P&C License. Powered by HUB International, VIU by HUB is a digital insurance platform built to make finding the right coverage simple, fast, and stress-free. As a dynamic start-up backed by a leading global insurance brokerage, VIU by HUB blends cutting-edge technology with personalized expert guidance. Customers can compare policies, shop top-rated carriers, and receive customized quotes- all with unbiased advice available online or through a dedicated human advisor. The team is growing and is looking for a "people person" who is passionate about helping others, interested in learning new skills and tackling challenges. The Personal Lines Retention Agent provides a high level of service to individual clients and helps maintain strong customer relationships. The ideal candidate is driven by competition, enjoys sales incentive contests, wants to work for the #1 Personal Lines Broker in the US, and seeks a progressive work environment at a rapidly growing organization. They should leverage internal resources to assist customers, have a desire to help others protect their future, possess an entrepreneurial spirit, and be challenged by the opportunity to grow the business. The role requires a focus on learning and development to enhance industry knowledge and expertise, strong organization skills with a well-established follow-up process, great verbal and written communication, and a self-starter attitude willing to invest time and energy to learn the technical aspects of the business. Integrity and building success through relationships are also key.

Requirements

Active P&C License
High school graduate or equivalent
1+ year experience in sales or customer service
Embrace the latest technologies available
Excellent customer service and communication skills
Proficient in computer skills and basic software packages
Intermediate to expert computer acumen
Acts decisively and demonstrates good judgment
Strong oral and written communication skills
Strong attention to detail with excellent time management and decision-making skills
1-2 years of relevant experience

Nice To Haves

Some college a plus

Responsibilities

Successfully work in a call center type of environment
Process endorsement requests for personal lines insurance policies; secure pricing from carrier if needed
Manage account documentation; send documentation to insured and follow up to ensure it was received and submitted to the carrier
Maintain follow-up system with insurance carriers to ensure requests are processed timely
Furnish underwriters with additional information as requested
Issue certificates of insurance and evidence of property forms to clients and clients representatives upon request
Process lost policy release forms; transmit correspondence to insureds and carriers
Perform other specific duties and projects as assigned by management
Daily manage the agency interface system (download); ensure all transactions are matched so revenue is recorded accurately by month end
May provide sales support, which includes rating policies and entering policy information into database
Pursue a program for personal and professional development