Full-Time

Client Care Representative

Commercial Lines

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Consulting
Consumer Software
Enterprise Software
AI & Machine Learning

Compensation Overview

$45k - $55kAnnually

+ Bonus + Commission

Entry, Junior

Abbotsford, BC, Canada

Onsite presence required.

Category
Customer Success Management
Sales & Account Management
Required Skills
Word/Pages/Docs
Customer Service
Excel/Numbers/Sheets
Requirements
  • Level 2 Insurance License or willingness to obtain
  • Minimum of one year commercial insurance experience as an Insurance Advisor
  • Proficiency in Microsoft Word, Excel, and Outlook
  • 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
  • Self-motivated with a strong sense of urgency
  • Motivated to help support a diverse team and contribute in a team environment
  • Pro-active and a self-starter with a keen attention to detail
  • 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

  • HUB's acquisitions expand its market reach and capabilities in the insurance sector.
  • The trend of embedded insurance aligns with HUB's strategy, boosting partnerships with financial institutions.
  • Digital transformation in insurance drives demand for HUB's omnichannel platform, VIU.

What critics are saying

  • Integration challenges from recent acquisitions may lead to operational inefficiencies for HUB.
  • Rising interest rates could impact HUB's borrowing costs, slowing expansion plans.

What makes HUB unique

  • HUB's acquisition of Insuritas enhances its embedded insurance offerings for financial institutions.
  • VIU by HUB provides an omnichannel platform for seamless customer experiences in insurance.
  • HUB's focus on affluent clients offers tailored risk management solutions amid rising premiums.

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