Insurance Solutions Group Customer Service Liaison
Insurance Solutions Group Customer Service Liaison
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1 Vacancy
Job Description
The ISG Customer Service Liaison is responsible for connecting forwarding requests and assisting clients whose primary service is completed by a carrier service center. They are the person responsible for connecting our clients with the service centers for quick friendly and immediate assistance.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Forward all written and verbal request to the service center for the following:
- Billing questions change requests ID cards certificates of insurance binders and cancellation forms policies coverage questions audit disputes
- Reviews for accuracy change received or downloaded into the agency management system
- Participates in the renewal preparation being sure that all accounts are renewed by the carrier. Sends all updates from the client to the carrier for processing.
- Provides quality customer service to clients team members and carriers
- Communicates with company personnel regarding the clients needs and/or issues
- Maintains an accurate suspense system on all items that require a response
- Fields phone calls from insureds regarding questions about their coverage changes additions payments cancellations etc.
- Responsible for scanning communications and documents
- Input/maintain data on account management system and ancillary systems as required
- Other reasonable duties as assigned by your supervisor
- Prepares and coordinates all transactions paperwork and internal processing for accounts including but not limited to:
- Applications
- billing
- policies
- certificates of insurance
- endorsements
- invoices
- proposals for new and renewal accounts
- change request
- endorsements
- audits
- annual reviews
- cancellations
The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an allinclusive listing of work requirements. Individuals may perform other duties as assigned including work in other functional areas to cover absences equalize peak work periods or otherwise to balance the workload.
Work experience requirements
- At least two years of insurance experience strongly preferred
- Exceptional customer service skills
- Excellent organizational interpersonal communication skills
- Proven ability of working in a successful team environment
- Strong data entry skills
- Ability to exercise independent judgment
- Proficient in Microsoft Word Excel Outlook and internet utilization
- Applied Agency Management System (Epic) experience preferred but not required
Licensing or certification Requirements
Montana State P & C Insurance Producer License Required
QUALIFICATIONS
To perform this job successfully the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race religion color sex national origin disability or any other characteristic protected by federal state and local law. If this position requires licensing or certification the incumbent must maintain that license or certification by meeting all continuing education and other requirements.
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race national origin religion age color sex disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.
WHAT DOES HUB OFFER YOU
At HUB we believe in giving our employees the room and space they need to do their job. We believe in paying a fair wage with bonus opportunities and offering great benefits like:
- 401k plan where the Company matches 50 of the first 6 you contribute
- Paid parental leave
- Medical dental andvision options
- Robust wellness program
- Paid vacation paid holidays floating holidays and more!
At HUB we understand the importance of worklife balance and flexibility. After the probationary period this position may offer a hybrid work schedule. The specific arrangement will depend on location and office needs.
We offer a large selection of benefits that are customizable to fit your personal needs a portfolio of both comprehensive and affordable choices.
Our work environment encourages critical andindependent thinking problemsolving and projectmanagement. We trust our employees to make good decisions for our clients and we give them the space to do that. Our work atmosphere is comfortable and offers a dress for your day policy as well as a flexible work schedule.
At HUB we understand the importance of worklife balance and flexibility. After the probationary period this position may offer a hybrid work schedule. The specific arrangement will depend on location and office needs.
LIKE US SO FAR
Take the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction. Apply online
today!
We welcome ALL candidates and are proud of our wonderfully diverse employee population.
Department Account Management & ServiceRequired Experience: 12 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalentHUB 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 veterans status or any other characteristic protected by local state or federal laws rules or regulations.
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Employment Type
Full-Time
