Commercial Service Liaison

About HUB International

HUB International is a leading global insurance broker offering a comprehensive range of property casualty risk management life and health employee benefits investment and wealth management solutions. With more than 650 offices and over 22000 employees across North America we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients.

Why Choose HUB

Throughout our network 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.

We are the perfect fit if you:

are seeking a progressive work environment at a rapidly growing organization

have a desire to help others protect their future

have an entrepreneurial spirit and are challenged by the opportunity to grow the business

are focused on learning and development to enhance your industry knowledge and expertise

are a self-starter willing to invest time and energy to learn the technical aspects of our business

believe in integrity and building success by developing relationships with others

GENERAL DESCRIPTION (SUMMARY SCOPE PURPOSE)

Act as Mortgage Operations subject matter expert (SME) on assigned mortgage clients. Provide comprehensive and personal single-touch operational support to client(s) and Account Management. Maintains service standards in processing reports and managing projects.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Assist with tracking and reporting on all client-facing activities recording key metrics and current projects/issues for onsite and/or online reviews servicing guides.

• Support HFSDirect functions including user set up user training technical troubleshooting and client communication(s).

• Work with HFS management team on projects as necessary to provide internal and external client support including but not limited to technical assistance product and program training project management presentation coordination and preparation.

• Develop and maintain positive working relationships.

• Perform crisis management through prevention resolution and mitigation.

• Resolve escalated issues in a timely and professional manner.

• Identify and report areas of needed process improvement to immediate manager.

• Advocate on behalf of the client by identifying and implementing process or program improvements to improve efficiency.

• Perform routine check-in calls with assigned clients key operational personnel.

• Maintain report and manage minimum department performance quality with all work including required data processing.

• Assist with major sales proposals and presentations as requested.

• Maintain a working knowledge and grow expertise in mortgage insurance tracking and lending.

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 by management 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:

• Detail oriented

• Ability to supervise office operations and multiple tasks

• Requires a working knowledge of Windows computer environment & Office software

• Training and management experience

• Ability to work in fast-paced multi-tasking environment

• Prior data analysis experience

• Knowledge of mortgage agreements lending

• Prior P&C Insurance Mortgage or Forced Placed Insurance related experience is a plus

• Requires a high school diploma or equivalent

• Skills testing may be required prior to an interview

LICENSING OR CERTIFICATION REQUIREMENTS

None required

PHYSICAL DEMANDS

The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

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.

This is role requires being on site full time. Five days per week in the office.

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.

E-Verify Program

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