Insurance Account Service Specialist
1 week ago
We are seeking a highly motivated and detail-oriented Insurance Account Service Specialist to join our team at HUB International. In this role, you will be responsible for assisting Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies, and procedures of the Company.
Responsibilities- Prepare, review, and process all transactions, correspondence, and documents, for assigned accounts, including but not limited to applications, billing, policies, certificates and evidences of insurance, endorsements, invoices, proposals for new and renewal accounts, change requests, audits, annual reviews, binders, cancellations, and setting up new/renewal client electronic files.
- Participate in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager and/or Producer.
- Provide quality customer service to clients, team members, and carriers.
- Communicate with company personnel regarding the client's needs and/or issues.
- Maintain an accurate suspense system on all items that require a response.
- Navigate and utilize carrier websites to obtain documents and/or information as needed.
- May field 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.
- Provide mailroom and switchboard support, when needed.
- At least one year of insurance experience strongly preferred.
- High School diploma or equivalent.
- Ability to obtain state insurance license P&C within 90 days of employment.
- Exceptional written and verbal communication skill.
- Superior customer service and problem-solving skills.
- Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook).
- Detail-oriented self-starter.
- Ability to work in a team environment.
- Significant skill in handling competing demands and projects.
- Excellent organizational skills and ability to prioritize and delegate responsibility.
- Competitive salary: $60,000 - $80,000 per year, depending on experience.
- Medical/dental/vision insurance and voluntary insurance options.
- Health Savings Account funding.
- 401k matching program.
- Company paid Life and Short-Term Disability Plans.
- Supplemental Life and Long-Term Disability Options.
- Comprehensive Wellness Program.
- Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off.
- Great work/life balance because that's important for all of us.
- The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry.
- Growth potential - HUB is constantly growing and so can your career.
- A rewarding career that helps local businesses in the community.
- Strong community support and involvement through HUB Gives.
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