Insurance Solutions Group Customer Service Liaison

The ISG Customer Service Liaison is responsible for connecting, forwarding requests, and assisting clients whose primary service is completed by a carrier service center. They are the person responsible for connecting our clients with the service centers for quick, friendly and immediate assistance.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Forward all written and verbal request to the service center for the following:

• Billing questions, change requests, ID cards, certificates of insurance, binders and cancellation forms, policies, coverage questions, audit disputes
• Reviews for accuracy change received or downloaded into the agency management system
• Participates in the renewal preparation being sure that all accounts are renewed by the carrier. Sends all updates from the client to the carrier for processing.
• Provides quality customer service to clients, team members, and carriers
• Communicates with company personnel regarding the client’s needs and/or issues
• Maintains an accurate suspense system on all items that require a response
• Fields phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
• Responsible for scanning communications and documents
• Input/maintain data on account management system and ancillary systems as required
• Other reasonable duties as assigned by your supervisor
• Prepares and coordinates all transactions, paperwork, and internal processing for accounts, including but not limited to:

• Applications
• billing
• policies
• certificates of insurance
• endorsements
• invoices
• proposals for new and renewal accounts
• change request
• endorsements
• audits
• annual reviews
• cancellations

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.

Work experience requirements

• At least two years of insurance experience strongly preferred
• Exceptional customer service skills
• Excellent organizational, interpersonal, communication skills
• Proven ability of working in a successful team environment
• Strong data entry skills
• Ability to exercise independent judgment
• Proficient in Microsoft Word, Excel, Outlook, and internet utilization
• Applied Agency Management System (Epic) experience preferred but not required

Licensing or certification Requirements

Montana State P & C Insurance Producer License Required

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.

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race, national origin, religion, age, color, sex, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

WHAT DOES HUB OFFER YOU?

At HUB, we believe in giving our employees the room and space they need to do their job.  We believe in paying a fair wage with bonus opportunities and offering great benefits like:

• 401k plan where the Company matches 50% of the first 6% you contribute
• Paid parental leave
• Medical, dental, and vision options
• Robust wellness program
• Paid vacation, paid holidays, floating holidays and more!

At HUB, we understand the importance of work-life balance and flexibility. After the probationary period, this position may offer a hybrid work schedule. The specific arrangement will depend on location and office needs. 

We offer a large selection of benefits that are customizable to fit your personal needs - a portfolio of both comprehensive and