Client Relations Coordinator

2 weeks ago

Grand Rapids, Michigan, United States HUB International Full time
Client Relations Coordinator - Commercial Lines

About Us

At HUB International, we pride ourselves on being a collective of innovators. Our mission is to empower our clients by safeguarding their businesses and individuals within our communities. We assist organizations in assessing their risks and crafting solutions tailored to their specific needs. We also prioritize the empowerment of our employees.

As a global entity, we provide our workforce with resources in technology and industry expertise while preserving the unique character of our local offices.

Our organizational structure allows our teams to uphold their distinct regional culture.


HUB stands as the 6th largest global insurance and employee benefits broker, offering a wide range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services.

With a workforce exceeding 17,000 across more than 500 offices in North America, HUB has experienced significant growth, partly due to our leading success in mergers and acquisitions.

What We Provide


At HUB International, we are committed to helping you achieve a balanced work-life dynamic, and our benefits package is designed to support your health, wellness, and financial future.

HUB International is dedicated to fostering your learning, supporting your ambitions, and encouraging your professional growth. We offer opportunities for career-oriented individuals to advance within our organization. Our achievements create pathways for your success.

Benefits you may enjoy at HUB International Midwest-East:

- Medical, Dental, and Vision (PPO, HMO, and HSA)
- Comprehensive Wellness Program
- 401(k) Retirement Plan
- Life and Disability Plans
- Vacation, Holiday, Sick, and Personal Time Off
- Pet Insurance
- Comprehensive Onboarding Program
- Continuing Education / Personal Development Programs
- Flexible Work Arrangements
- Employee Engagement Events
- Dress for Your Day Dress-Code
- Service Awards

Your Role


The Client Relations Coordinator will provide administrative and clerical support to the Commercial Channel through: customer service, client record maintenance, and assistance with special projects as assigned.


Key Responsibilities:
- Coordinate the servicing of assigned accounts with the Account Manager
- Enter data as required by insurance company automation systems
- Provide support to the Account Manager on pre-renewal processes
- Handle correspondence and the clerical processing of accounts including applications and computer input of each account
- Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
- Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms as required
- Review and process change requests in the agency management system
- Check policies and endorsements for completeness and accuracy. Prepare policies for policy check and delivery to clients
- Maintain an accurate suspense system on all items that require a response
- Responsible for scanning/electronic filing of communications and documents
- Input/maintain data on account management system and ancillary systems as required
- Other responsibilities as assigned by Account Manager

Cultural Expectations:
- Determination – we strive for excellence and go the extra mile for clients and colleagues.
- Ownership – we are accountable to each other, our clients, and our goals.
- Teamwork – together we achieve greater success.
- Sincerity – we value direct and caring communication.

Qualifications:
- 2 years of experience in insurance or a professional office environment
- Intermediate proficiency with Microsoft Office Products (Outlook, Word, Excel, etc.)
- Ability to organize large volumes of information and set priorities
- Attention to detail with consistent follow-up
- Ability and desire to take ownership of role expectations with accountability to internal and external clients
- Intermediate insurance knowledge with proven ability to apply it in daily work
- Strong verbal and written communication skills

Department: Account Management & Service

Equal Opportunity Employment

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, veteran's status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

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