[Remote] Personal Lines Retention Agent

Note: The job is a remote job and is open to candidates in USA. HUB International is a leading global insurance brokerage that powers the digital insurance platform VIU by HUB. The Personal Lines Retention Agent role focuses on providing high-level service to individual clients and maintaining strong customer relationships through effective communication and support in a call center 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

• Active P&C License
• High school graduate or equivalent (some college a plus)
• 1+ year experience in sales or customer service
• 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
• 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