Hub International CSR in Salt Lake City, Utah
TheCustomer Service Representative (CSR)role requires an individual who is professional and who displays the drive, determination, and self-motivation to build a business. Specifically, your mission will be to service and maintain existing accounts in the trucking and transportation field.
Manages a book of new and renewal insurance business
Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations
Provides support to Producers in obtaining, maintaining, and expanding business
May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval
Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues
Responsible for overall retention of accounts in assigned book of business
Manages, organizes, and conducts client meetings when necessary
Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems
Prepares reports for management as required.
Supports, mentors, and trains lower level Assistant CSR’s, as necessary
Attends industry related continuing education training and courses
Requisite insurance license
A high school diploma required; some college preferred
Above-average telephone techniques and the ability to communicate effectively with prospective and existing clients, as well as other staff members
Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
Ability and willingness to utilize company’s computer system and software
Strong typing skills with an ability to compose clear and concise letters
Ability to understand policy forms and coverage descriptions
Organizational skills required
Willingness to attend educational classes desired
High attention to detail essential
Location: United States, Utah, Salt Lake City
Required Education: High school or equivalent
Required Experience: 2-5 years
Required Travel: No travel required
Date published: 28-May-2018
Department: Account Management & Service
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
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