Customer Service Representative providing first line customer support and managing orders and queries for Coats. Promoting products and ensuring customer satisfaction in a competitive environment.
About the role
- Commercial Lines Customer Service Representative facilitates account servicing at HUB International. Interact with clients and support Account Executives in servicing commercial lines.
Responsibilities
- Issue auto ID cards, binders, certificates & Evidence of Property
- Order loss runs and input information
- Order MVRs and E Mods
- Process change requests and cancelations – suspense and follow up, check and scan when received
- Audits – including checking rates, ordering worksheets and invoicing
- Support Account Manager and Account Executives - provide updates once policy is bound (update future application and pull over to current)
- Process new business and renewals
- Set up/update billing information
- Scan and input all correspondence into paperless file
- Email signed forms to carrier
- Invoices
- Prepare policies to be delivered
- Reconcile fleet schedules
- Prepare tabs for proposals
- Agent of record letters
- Finance agreement quotes
- Renewal of all policies
- Additional administrative duties – general scanning, mail, phone support
- Assist as needed with various projects
- Handle claims intake for the unit
Requirements
- High school diploma or equivalent
- 1-2+ years of Commercial Lines experienced preferred
- Active Property and Casualty License is preferred or must be willing to complete licensing requirements within 60 days of hire if not already obtained
- Strong computer skills and proficient with various software programs
- Must have excellent written and verbal communication
- Organized and highly detail-oriented
Benefits
- 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
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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