Job Information
Hub International Insurance Solutions Group Customer Service Liaison in Great Falls, Montana
The ISG Customer Service Liaison is responsible for connecting, forwarding requests, and assisting clients whose primary service is completed by a carrier service center. They are the person responsible for connecting our clients with the service centers for quick, friendly and immediate assistance.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Forward all written and verbal request to the service center for the following:
Billing questions, change requests, ID cards, certificates of insurance, binders and cancellation forms, policies, coverage questions, audit disputes
Reviews for accuracy change received or downloaded into the agency management system
Participates in the renewal preparation being sure that all accounts are renewed by the carrier. Sends all updates from the client to the carrier for processing.
Provides quality customer service to clients, team members, and carriers
Communicates with company personnel regarding the client’s needs and/or issues
Maintains an accurate suspense system on all items that require a response
Fields phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
Responsible for scanning communications and documents
Input/maintain data on account management system and ancillary systems as required
Other reasonable duties as assigned by your supervisor
Prepares and coordinates all transactions, paperwork, and internal processing for accounts, including but not limited to:
Applications
billing
policies
certificates of insurance
endorsements
invoices
proposals for new and renewal accounts
change request
endorsements
audits
annual reviews
cancellations
The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.
Work experience requirements
At least two years of insurance experience strongly preferred
Exceptional customer service skills
Excellent organizational, interpersonal, communication skills
Proven ability of working in a successful team environment
Strong data entry skills
Ability to exercise independent judgment
Proficient in Microsoft Word, Excel, Outlook, and internet utilization
Applied Agency Management System (Epic) experience preferred but not required
Licensing or certification Requirements
Montana State P & C Insurance Producer License Required
QUALIFICATIONS
To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race, national origin, religion, age, color, sex, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
WHAT DOES HUB OFFER YOU?
At HUB, we believe in giving our employees the room and space they need to do their job. We believe in paying a fair wage with bonus opportunities and offering great benefits like:
401k plan where the Company matches 50% of the first 6% you contribute
Paid parental leave
Medical, dental, and vision options
Robust wellness program
Paid vacation, paid holidays, floating holidays and more!
At HUB , we understand the importance of work-life balance and flexibility. After the probationary period, this position may offer a hybrid work schedule. The specific arrangement will depend on location and office needs.
We offer a large selection of benefits that are customizable to fit your personal needs - a portfolio of both comprehensive and affordable choices.
Our work environment encourages critical and independent thinking, problem-solving and project-management. We trust our employees to make good decisions for our clients and we give them the space to do that. Our work atmosphere is comfortable and offers a “dress for your day” policy as well as a flexible work schedule.
At HUB , we understand the importance of work-life balance and flexibility. After the probationary period, this position may offer a hybrid work schedule. The specific arrangement will depend on location and office needs.
LIKE US SO FAR?
Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online
today!
We welcome ALL candidates and are proud of our wonderfully diverse employee population.
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
HUB International Limited is an equal opportunity 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 .
E-Verify Program (https://hubinternational.jobs/e-verify/)
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