Insurance Tracking Manager

GENERAL DESCRIPTION (Summary Scope Purpose)

This role requires an individual who is passionate in team management. The Insurance Tracking Manager will be responsible for overseeing a group of team members within the Tracking Department to ensure tasks are being completed accurately and diligently as assigned. Duties can include conducting employee side by sides or 1-1s to provide constructive support to lead and mentor each team member managing employee time off and completing weekly timecard submissions. The ideal candidate will educate their team on areas of growth and provide the appropriate support to help guide them in their career. The ability to stay organized and move in a fast-paced environment is imperative to the success of this role. Professional written and oral communication skills are required.

About HUB:

HUB Financial Services stands out as an industry leader in effectively managing lending risk associated with loan-level collateral for financial institutions. Whether youre dealing withreal estate owned residential real estate commercial real estate auto watercraft RV powersport or equipment portfolios ouroutsourced insurance trackingblanket andimpairment programsare designed to address lending risk comprehensively.

Our commitment to tailoring solutions means we create a unique strategy for each client and portfolio.

Why Choose HUB

Throughout our network of more than 500 HUB offices in North America we offer a competitive exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB we believe in investing in the future of our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. 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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Develop and maintain effective working relationships with assigned team members providing support and coaching as needed.
• Provide support lead and mentor staff to promote growth and improve performance within their roles.
• Motivate and maintain the spirit of the team.
• Review and validate weekly timecard submissions.
• Lead and conduct employee monthly side by sides/1-1s
• Complete and present employee 90 day/Annual reviews
• Monitor team members production and quality metrics consistently to ensure expected goals are met.
• Execute assigned responsibilities in a timely manner while staying organized.
• Exhibit professional written and oral communication skills
• Assign and oversee department projects as needed.
• Provide regular status updates to AVP/VP for employee performance management.
• Executes HR and Disciplinary items in a professional and timely manner.
• Other responsibilities as directed.

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 all-inclusive 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.

MINIMUM KNOWLEDGE SKILLS AND ABILITIES REQUIRED:

• High attention to detail is required
• Skills testing may be required
• Experience working with community bank bond / D&O / property and casualty insurance programs is preferred
• Above-average telephone techniques and the ability to communicate effectivelywith prospective and existing clients as well as other staff members
• Proficiency with Microsoft Office Suite (Word Excel Outlook)
• Ability and willingness to utilize companys computer system and software
• Ability to understand policy forms and coverage descriptions
• Time management and organizational skills required
• Willingness to attend educational classes is desired
• At least one-year processing and validating Insurance documentation preferred.
• At least one-year Call Center experience preferred.
• At least one-year management experience required.
• Demonstrates sound judgment decision-making and coaching skills.
• Shows strong reasoning and problem-solving skills.
• Ability to multi-task.
• Performance and Quality management skills.
• Ability to work both independently and co-operatively with others.
• Ability to provide clear and concise explanations when answering questions through different mediums (Outlook In-person Microsoft apps etc.).
• Must be able to remain in a stationary position for up to 90% of workday

LICENSING OR CERTIFICATION REQUIREMENTS

• None required

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.

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