Service Representative Financial Lines
Service Representative Financial Lines
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Salary Not Disclosed
1 Vacancy
Job Description
Hi were HUB!
We are a leading North American insurance brokerage that provides employee benefits business and personal insurance products and services. Throughout our network we have more than 530 offices and proudly ranked 5th among the worlds largest insurance brokers with offices in USA Canada and Puerto Rico. We offer a competitive exciting and friendly work environment that strategically positions our employees for longevity and success. When you partner with us youre at the center of a vast network of risk insurance employee benefits retirement and wealth management specialists.
We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction.
The Opportunity
Join us today as a Service Representative in Financial Lines! You will work closely with the Account Executive to ensure top of the line service. As well as partner with the Account Executive to manage and provide service to clients and actively interact with insurance companies. Sense of urgency attention to detail and to be customer oriented is essential to comply with our service standards.
A day in the life
Responsible for maintaining organizing documenting and filing daily the physical and digital records of the client including policies endorsements insurance certificates general correspondence among other documents.
Accountable for keeping the Summary of Coverage updated with the changes that take place during the policy year.
Support communications between Departments (Bonds Construction Benefits Financial Lines Personal Lines Accounting and Claims) to channel customer requests.
Request and follow up on the Insurance Certificates Letters of Certification of Payment Distribution of Premium requested by the insured once the Issuance Order is provided.
Follow up and verify the requested endorsements and send them to the client.
Prepare the Folders and / or Email for the delivery of the Policies together with the Summary of Coverages Invoices (Dummies Invoices if applicable) Insurance Certificates Payment Letters and / or any other documentation required by the Insured.
Responsible for sending invoices to the client for the due process of billing and closing of the month if applicable.
Responsible for requesting the quotes of Premium Financing Contract to the Accounting Department and sending the document to the client.
Follow up on the payment and keep track preparing and maintaining a list of accounts to have a reference of when it was renewed paid delivered reviewed etc.
Responsible for confirming evidence of payment made by check ACH or credit card and requesting evidence of processed payment to send to customer.
Prepare a draft email to the client with renewal information to update (i.e. Statement of Securities Sales Information) draft Specifications and Proposal.
Responsible for handling assigned renewals.
What you will need for success
Bachelors or associate degree
Minimum of one year of experience
Preferred experience with EPIC
What will help you stand out!
CISR
CIC
We are proud to offer
Health & Dental Insurance
401K
Life Insurance
Employee Referral Program
Birthday Date
Summer Fridays
Wellness Fridays
Development opportunities
Job Details
Hybrid modality
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 veterans status or any other characteristic protected by local state or federal laws rules or regulations.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
