Personal Lines Client Service Assistant

Hub International - Gainesville, FL

Full-time - Entry Level

Gainesville, FL

10,001+ employees

Insurance Carriers and Related Activities

About the position

HUB International Limited is seeking a Client Service Assistant to join our Florida Personal Lines team. In this role, the selected employee will assist Advisors with the processing of new business and support Account Managers in servicing all personal lines accounts. This position is crucial in ensuring that all tasks are completed in accordance with the practices, policies, and procedures of the Company. The Client Service Assistant will be responsible for a variety of tasks that contribute to the overall efficiency and effectiveness of the team. The primary responsibilities include processing new business, which involves entering information into the agency management system, issuing evidences, auto ID cards, and checking in policies. The assistant will also be tasked with creating summary spreadsheets and policy books, processing total account rewrites for account managers, invoicing policies and endorsements, and handling endorsements as needed. Daily tasks will also include working with the communication download log and maintaining department marketing materials and internal documents. Additionally, the assistant will support advisors on marketing campaigns and events and may serve as a back-up receptionist when required. This position offers a unique opportunity to be part of a motivated and winning team, where the employee can learn from colleagues who are among the top talent in the industry. HUB International is committed to fostering an environment of open feedback and improvement, empowering employees to make the best decisions for customers and the organization. The role is designed for individuals who thrive in a fast-paced environment and are eager to contribute to the success of the team and the company.

Responsibilities

• Assist Advisors with the processing of new business.
• Support Account Managers with the processing and servicing of personal lines accounts.
• Enter information into the agency management system.
• Issue evidences and auto ID cards.
• Check in policies and create summary spreadsheets and policy books.
• Process total account rewrites for account managers.
• Invoice policies and endorsements.
• Process endorsements as needed.
• Provide support to account managers as required.
• Work the communication download log daily.
• Maintain department marketing material and internal documents.
• Support advisors on marketing campaigns and events.
• Back-up receptionist as needed.
• Perform other responsibilities as assigned by the manager.

Requirements

• Florida 4-40 Customer Service license required; must be willing to obtain 20-44 or 2-20.
• 1-2 years of relevant experience required.
• Associate degree (2-year degree) required.
• Demonstrated oral and written communication skills.
• Computer proficiency in Microsoft Office Suite, Outlook, etc.
• Ability to work in a fast-paced environment.
• Demonstrated attention to detail.
• Strong customer service skills.
• Ability to work in a team environment.

Benefits

• Competitive salaries and benefits offerings
• 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
• Focus on creating a meaningful environment through employee engagement events
• Growth potential within the company
• Strong community support and involvement through HUB Gives