Full-Time

Client Care Representative

Commercial Lines

Posted on 10/25/2024

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consulting
Consumer Software

Compensation Overview

$45k - $55kAnnually

+ Bonus + Commission

Junior

Abbotsford, BC, Canada

Position requires onsite presence.

Category
Customer Success Management
Sales & Account Management
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
Requirements
  • Level 2 Insurance License or willingness to obtain
  • Self-motivated with a strong sense of urgency
  • Motivated to help support a diverse team and contribute in a team environment
  • Minimum of one year commercial insurance experience as an Insurance Advisor
  • Pro-active and a self-starter with a keen attention to detail
  • Strong customer service focus with the ability to deliver positive client experiences and meet their desired needs
  • Demonstrated ability to communicate (written and verbal), present and influence credibly and effectively at all levels of the organization
  • Works well in a fast paced, client-focused environment
  • Proficiency in Microsoft Word, Excel, and Outlook
  • Industry designation an asset (CIP, CAIB, CRM, General Insurance & Risk Management Diploma – BCIT)
Responsibilities
  • Assist producer and marketer with all aspects of servicing commercial accounts
  • Meet existing clients’ needs and process documentation (Certificates of Insurance, Cover Notes, Renewals, Proposals, Endorsements, In-House Policies, Invoicing, Finance Contracts, Customer Correspondence)
  • Review and ensure accuracy of policy documentation from insurers before forwarding to the client
  • Contact clients for renewal information
  • Take client calls and answer questions regarding coverages, accept and process online quotes
  • Negotiate with insurers on coverage and price so as to best meet the needs of the client in conjunction with the producer
  • Update client information as changes occur
  • Answer account related questions/requests from clients, lawyers, and banks
  • Provide policy and coverage information to clients upon request or inquiry
  • Will be assigned some minimal, but regular duties to help support the floater position

Company Stage

Debt Financing

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • Embedded insurance solutions create new partnership opportunities with financial institutions.
  • Digital transformation drives growth and efficiency in Hub's operations.
  • Data analytics and AI improve underwriting and claims processing efficiency.

What critics are saying

  • Rapid acquisitions may lead to integration challenges and cultural clashes.
  • Rising premiums may push affluent clients to alternative insurance solutions.
  • Increased competition could lead to market saturation and reduced profitability.

What makes HUB unique

  • Hub's acquisition strategy strengthens its market position in diverse regions.
  • VIU by HUB enhances digital insurance offerings for financial institutions.
  • Hub's focus on personalized insurance products meets evolving customer needs.

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