[Remote] Personal Lines Retention Agent

Note: The job is a remote job and is open to candidates in USA. HUB International is a leading digital insurance platform that simplifies the process of finding the right coverage. The Personal Lines Retention Agent is responsible for providing high levels of service to individual clients, managing account documentation, and maintaining strong relationships with customers in a fully remote environment.

Responsibilities

• Successfully work in a call center type of environment
• Process endorsement requests for personal lines insurance policies; secure pricing from carrier if needed
• Manage account documentation; send documentation to insured and follow up to ensure it was received and submitted to the carrier
• Maintain follow-up system with insurance carriers to ensure requests are processed timely
• Furnish underwriters with additional information as requested
• Issue certificates of insurance and evidence of property forms to clients and clients representatives upon request
• Process lost policy release forms; transmit correspondence to insureds and carriers
• Perform other specific duties and projects as assigned by management
• Daily manage the agency interface system (download); ensure all transactions are matched so revenue is recorded accurately by month end
• May provide sales support, which includes rating policies and entering policy information into database
• Pursue a program for personal and professional development

Skills

• High school graduate or equivalent (some college a plus)
• 1+ year experience in sales or customer service
• Embrace the latest technologies available
• Excellent customer service and communication skills
• Proficient in computer skills and basic software packages
• Intermediate to expert computer acumen
• Acts decisively and demonstrates good judgment
• Strong oral and written communication skills
• Strong attention to detail with excellent time management and decision-making skills

Benefits

• Performance-based, uncapped commission structure and bonus incentives
• Comprehensive benefit and total compensation packages
• Health, dental, vision, life, and disability insurance
• FSA, HSA, and 401(k) accounts
• Paid-time-off benefits

Company Overview