Digital Reporter I
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Insurance Service Administrator, Personal Lines
HUB International
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations
- Provides a high level of support to our Client Relationship Management staff including: Issue and forward evidence of insurance to lending institutions
- Order and follow up on policy change endorsements including review for accuracy
- Check incoming policy change endorsements, and if accurate, forward to insured
- Update client data in our Agency Management System
- Manage small book of business
- Check policies and endorsements for completeness and accuracy.
- Prepare policies delivery to clients.
- Maintain an accurate suspense system on all items that require a response
- Input/maintain data on account management system, download and ancillary systems as required.
- Cross Training on processes and systems as needed
Requirements
- High School diploma or equivalent; AA and/or college degree preferred
- 1-2 years of experience in personal lines insurance or a related administrative/customer service role; agency experience preferred
- Property & Casualty Insurance license preferred; or willing to obtain within 30 days of employment
- Strong customer service skills with the ability to build positive relationships and deliver professional, courteous support
- Strong organizational skills with the ability to manage multiple priorities and deadlines
- High attention to detail with a focus on accuracy in documentation and data entry
- Excellent verbal and written communication skills with a professional, client-focused approach
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and ability to learn agency management systems
- Demonstrated ability to work collaboratively within a team and provide support across functions
- Ability to take direction, follow established procedures, and implement processes effectively
- Proactive in learning and applying new insurance concepts and skills
- Hybrid work schedule; onsite at the designated office location a minimum of three days per week
- Department Account Management & Service
- Travel: No Travel Required
- Education: High school or equivalent
