Personal Lines Client Service Assistant

Hub International - Melbourne, FL

Full-time - Entry Level

Melbourne, FL

10,001+ employees

Insurance Carriers and Related Activities

About the position

HUB International Limited is seeking a Personal Lines Client Service Assistant to join our Florida Personal Lines team. As a key member of our team, you will assist Advisors with the processing of new business and support Account Managers in servicing all personal lines accounts. This role is essential in ensuring that our clients receive the highest level of service and support in accordance with the practices, policies, and procedures of the company. In this position, you will be responsible for various tasks including new business processing, which involves entering information into our agency management system, issuing evidences, auto ID cards, and checking in policies. You will also be tasked with creating summary spreadsheets and policy books, processing total account rewrites for account managers, and handling endorsements. Additionally, you will provide support to account managers as needed, work with the communication download log daily, and maintain department marketing materials and internal documents. You will also support advisors on marketing campaigns and events, and serve as a back-up receptionist when required. Other responsibilities may be assigned by the manager as necessary. At HUB, we pride ourselves on our entrepreneurial culture that fosters an environment of open feedback and improvement. We believe in investing in the future of our employees and offer competitive salaries and a comprehensive benefits package. Our commitment to employee engagement and community support makes HUB a rewarding place to work, where you can grow your career while helping local businesses thrive.

Responsibilities

• Assist Advisors with the processing of new business.
• Support Account Managers with servicing 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.
• Handle endorsements and provide support to account managers as needed.
• Work the communication download log daily.
• Maintain department marketing material and internal documents.
• Support advisors on marketing campaigns and events.
• Serve as 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 in customer service or insurance.
• 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

• Wellness program
• Health savings account
• Disability insurance
• Health insurance
• Dental insurance
• Paid time off
• Vision insurance
• 401(k) matching program