WHO IS HUB?

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients and we do so by protecting businesses and individuals in our local communities.

HUB International was born in 1998 with the merger of 11 privately held insurance brokerages and has since grown to one of the largest brokers in the world. We are a network of more than 400 integrated brokerages across North America - all carrying the HUB banner.

Our structure gives us the technology and expertise of a large firm, but still maintains the local flavor of each of our offices, enabling our teams to preserve their own unique regional culture.

HUB Gives!

Service is one of our founding values – not an abstract concept but a commitment. And we believe that no one deserves that commitment more than our clients and the communities in which we all live and work. Each regional hub has adopted projects in their regions which allow them to give, volunteer, engage, and serve their communities.

ABOUT THE OPPORTUNITY:

The ISG Customer Service Liaison is responsible for connecting, forwarding requests, and assisting clients whose primary service is completed by a carrier service center. They are the person responsible for connecting our clients with the service centers for quick, friendly and immediate assistance.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Forward all written and verbal request to the service center for the following:

• Billing questions, change requests, ID cards, certificates of insurance, binders and cancellation forms, policies, coverage questions, audit disputes

• Reviews for accuracy change received or downloaded into the agency management system

• Participates in the renewal preparation being sure that all accounts are renewed by the carrier. Sends all updates from the client to the carrier for processing.

• Provides quality customer service to clients, team members, and carriers

• Communicates with company personnel regarding the client’s needs and/or issues

• Maintains an accurate suspense system on all items that require a response

• Fields phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.

• Responsible for scanning communications and documents

• Input/maintain data on account management system and ancillary systems as required

• Other reasonable duties as assigned by your supervisor

• Prepares and coordinates all transactions, paperwork, and internal processing for accounts, including but not limited to:

• Applications

• billing

• policies

• certificates of insurance

• endorsements

• invoices

• proposals for new and renewal accounts

• change request

• endorsements

• audits

• annual reviews

• cancellations

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

Work experience requirements

• At least two years of insurance experience strongly preferred

• Exceptional customer service skills

• Excellent organizational, interpersonal, communication skills

• Proven ability of working in a successful team environment

• Strong data entry skills

• Ability to exercise independent judgment

• Proficient in Microsoft Word, Excel, Outlook, and internet utilization

• Applied Agency Management System (Epic) experience preferred but not required

Licensing or certification Requirements

Montana State P & C Insurance Producer License Required

QUALIFICATIONS

To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race, national origin, religion, age, color, sex, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

At HUB , we understand the importance of work-life balance and flexibility. After the probationary period, this position may offer a hybrid work schedule. The specific arrangement will depend on location and office needs.

We offer a large selection of benefits that are customizable to fit your personal needs - a portfolio of both comprehensive and affordable choices.

Our work environment encourages critical and independent thinking, problem-solving and project-management. We trust our employees to make good decisions for our clients and we give them the space to do that. Our work atmosphere is comfortable and offers a “dress for your day” policy as well as a flexible work schedule.

LIKE US SO FAR?

Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today!

Are you a veteran? Disabled? We welcome all candidates and are proud of our wonderfully diverse employee population.

#LI-JR2

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy (https://hubinternational.jobs/eeo/)

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.