Job Description

Job Title: Service Team Representative – Service Team

of the Role:

A 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 service their own clients more effectively. 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 believe that our team members know what work location will enable them to do their best work in serving our customers. As an eCommerce workplace, we have prioritized working as virtual-first and offer access to office space in our Chicago location as a resource to work from instead of a daily workplace.

We are looking for a Service Team Representative to join our firm. The representative will be responsible for providing support to the Service Team and helping to maintain the relationship between the Digital AM Team assisting them with daily servicing of their clients while upholding high customer service standards.

This is a hybrid role; must be in the Chicagoland area and be willing to come into the office once a week.

To provide assistance and support to the Digital AM Team daily ensuring that insureds are receiving excellent customer service by making sure they receive their insurance documents within a timely manner and the system is up to date with the correct information. This role is not client-facing but will involve communicating with the insureds via email and directing them to the appropriate party when needed to avoid conflict. Must be able to pay close attention to detail and handle repetitive daily tasks to support the goals of the company.

Essential Functions and Responsibilities:

• Process and upload various documents into the system; including but not limited to policies, cancellations, endorsements, quotes, renewal notices, etc.

• Process data and downloads from carriers into the system.

• Complete daily and monthly carrier reports.

• Collect, sort, open, and scan physical mail documents into the system.

• Assist with customer servicing requests from clients by working with internal teams and carrier service centers.

• Deliver excellent customer service to delight our customers in every online and offline interaction.

• Gain knowledge of insurance and policy documents.

• Other duties may be assigned as needed.

Additional or Daily Responsibilities:

• Must be able to pass the licensure test to obtain a P&C license.

• Must be able to maintain a high level of confidentiality.

• Must be able to have a high level of organization.

• Possess a high degree of self-discipline and motivation.

• Must be solution driven, have problem solving skills, and proven analytical skills.

• Must be detail-oriented.

• Must possess the ability to work independently, applying education and professional experience to achieve outstanding results.

• Demonstrates highest level technical and cognitive abilities to ensure accuracy, precision and execute client requests on time.

• Must have the ability to understand and manage complex accounts and projects while working under tight time frames.

• Must be a team player with a strong work ethic.

• Must have effective professional verbal and written communication skills.

• Ability to effectively show strong leadership skills.

Education/Experience:

• Demonstrated success of customer service skills

• High School Degree Required

Salary Transparency:

The expected salary range for this position is $45,000 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.

SPG

Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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