Customer Service Representative

Digital Customer Service RepresentativeA pioneer in insurance technology, Insureon operates the largest online insurance marketplace for small businesses in the U.S. Our proprietary technology platform enables business owners to easily compare and purchase the insurance they need. We also license this platform to select industry participants who are looking to more effectively service their own clients. We are integrated with every major U.S. carrier, manage over $400M in premium annually and are licensed in all 50 states.We place a high value on having fun at work, personal and company integrity and teamwork, and we believe our success is truly a team sport. We foster a service mentality inside and outside our company and our fast-paced team is driven by results and is energetic about servicing our clients.We are looking for a Digital Customer Service Representative to join our firm. This role is viewed as a developmental position with the objective of obtaining the skills, proficiencies and sustained performance to support our Digital Producers and Account Managers through retaining and servicing the Insureon book of business.This position is hybrid and can be located anywhere in the US.Essential Functions and Responsibilities:Approved State Licenses neededReview of all bound policies for quality assuranceProcess endorsements, certificates of insurance, and sending invoicesProcess billing questions for new and renewal policiesHandle non-pay cancellation notices from Carriers to follow up for payments duePost bind process and policy reviewIdentify cross sell opportunitiesCoordinate and monitor account servicingAbility to work directly with Carriers & within Carrier sites to process billing and endorsements needed for clientsSuperior Microsoft Office experienceStrong organizational, customer service orientation & disciplined time management skillsComfort level with out bound dialing and phone conversations with clientsInsurance experience preferredAbility to communicate effectively with others via the phone and emailExperience with multi-tasking in a fast-paced environmentComfort level with working remotelyOther duties may be assignedAdditional or Daily Responsibilities:Assist the Producers and AM team members to act on alerts in the agency management systemAct as concierge for all clients post bind, answering their billing and servicing questions1st term only, proactive email sent to clients advising who their Account Manager is with all contact informationFacilitate the post bind process and all policy review to maintain well documented Agency Management files, smooth customer transition from producer to account manager as well as timely policy deliveranceSupport policy cancellation processAssist with customer servicing requests from clients by working with internal teams and carrier service centersDeliver excellent customer service to delight our customers in every online and offline interactionHave a full understanding of the processes in our agency management system to be able to assist in the post bind process, process endorsements, cancellations, billing questions, LPR's and CertificatesSuccessfully be able to prioritize and support for all Producers and Account ManagersCoverage training and utilization of carrier trainingsSupport client needs in a timely and well thought out manor to include answering and or making phone calls to clients, billing issues, audit questions, coverage inquiries, certificates of insurance or policy changesDevelop strong communication with Underwriters to build our relationshipQualifications:1-2 years of relevant experience.P&C Insurance LicenseFamiliar with Customer Account Servicing in regulated/financial services experience preferred.Education/Experience:High School Degree Required4 Year Degree PreferredComputer Skills: Word processing, spreadsheets, email software and other related programs. Proficient at working with 3rd Party or Agency management systems, Various Web Applications, Client or Insureon Agent portals and other related online applications.Physical Demands or Requirements: This role requires sitting at a workstation for extended periods of time, while working in a dedicated office space in your home environment.Travel Requirements:This is a virtual first company and no travel is required to complete the responsibilities of this assignment.Notice: Insureon does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.Salary Transparency:The expected salary range for this position is $$22/hr - $24.50/hr and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HAS and 401(k) accounts, paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays. In addition, eligible annual bonuses, equity and commissions may be available for some positions.What we offer youWe invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plansGenerous paid time off, paid parental leave and a wellbeing program designed to support real work/life balanceA collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your careerThe HUB differenceHUB International is one of North America's largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at HUBRecruiting@HUBInternational.com. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.