Centralized Processor – Client Advisory Team

Join our Stevie Award Winning Team at HUB International!

Overview:

Responsible for assisting Account Managers with servicing of personal lines accounts in accordance with the practices, policies, and procedures of the Company.

Responsibilities:

• Enter data as required by insurance company automation systems.
• Provide support to the Account Manager on pre-renewal processes.
• Handle correspondence of accounts including endorsement requests, follow up activities, binder/mortgage requests, registry forms and the maintenance of agency management system data.
• Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose.
• Responsible for implementing a quality control review process to assure the production of quality work and the provision of excellent customer service.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
• Meet KPI goals as established.
• Other responsibilities as assigned by Manager.

Qualifications:

• Experience servicing personal accounts within an insurance agency.
• Thorough knowledge of personal lines coverages and markets.
• Experience with an automated agency management system.
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required Education: Diploma

HUB International Limited is an equal opportunity 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.

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