Personal Lines Private Client Processor

ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer:

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Paid Parental Leave
• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

SUMMARY:

Assists teams with daily administrative operations and maintains various office resources.  Assist with the insurance placement process for Private Client/Personal Lines department as needed, including but not limited to typing ID cards, declaration pages, policy releases, form letters, etc. 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

New Business:

Set up new clients into EPIC.   Add AREV activity to Account Executive/ Producer w/ 20 day follow up. Update with policies numbers, etc. when received by Account Executive/Producer Suspense for download of policies, attached in Epic. Prepare customer binders when policies received to be given to Account Executive/Producer. 

Renewals:

Attach renewal policies in Epic and update activities on High Net Worth clients.

Processing:

Handle billing issues/cancellation and advise Account Executive/Producer as soon as notified either from system or my mail. Process payments as needed.

Responsibilities:

• Photocopying, scanning, attaching
• General office support, including typing, spreadsheets, database management, and file preparation
• Review incoming mail for department and pass out to the appropriate person for handling.
• Keep agency management system current and updated.
• Provide department and/or office phone back-up as assigned by management
• Prepare Automobile ID cards, declaration pages, lost policy release forms, summaries of insurance, schedules of insurance, etc.
• Retrieve carrier website documentation for distribution to staff
• Learn and adhere to applicable HUB International Gulf South Procedures and Operational Professional Standards
• Additional responsibilities as requested or assigned by management

REQUIREMENTS:

·         Proficient computer skills with all MS Office applications – Excel qualifications – correct formulas, realign columns and rows, clean up font size and print style.  

·         Possess good verbal and written communication skills

·         Superior telephone etiquette

·         Solid interpersonal skills in working with colleagues

·         Ability to work independently or within a team-based environment

·         Ability to work in a fast-paced, dynamic environment with changing priorities

·         Multi-task oriented

·         Detail oriented and accur