Summary:
Under direct supervision, this Hybrid Insurance Tracking Representative position will be responsible for timely and accurate data entry of processing insurance documentation that satisfy loan requirements. You will be trained on a variety of insurance documents for different lines of business and expected to process transactions as necessary across those lines. Duties can include providing superior customer service to customers and insurance agents while supporting the call center. You will be responsible for answering incoming calls and making outbound calls to assist customers and agents with obtaining appropriate insurance documentation. The ideal candidate will educate the caller as to what documentation is needed to satisfy the customer’s loan agreement. Additionally, you will accurately complete loan transactions, as necessary.
About HUB:
HUB Financial Services stands out as an industry leader in effectively managing lending risk associated with loan-level collateral for financial institutions. Whether you’re dealing with real estate owned, residential real estate, commercial real estate, auto, watercraft, RV, powersport, or equipment portfolios, our outsourced insurance tracking, blanket, and impairment programs are designed to address lending risk comprehensively.
Our commitment to tailoring solutions means we create a unique strategy for each client and portfolio.
Why Choose HUB?
Throughout our network of more than 500 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Match insurance documents to loan records in the Miniter Ecommerce System.
Analyze and process insurance documents to loan records ensuring the documents are appropriate and policy coverages are sufficient.
Provide proficient and accurate data entry of insurance documentation in accordance with policies and procedures.
Adhere to the Daily Workflow Schedule which outlines job responsibilities and daily processing goals.
Process transactions across multiple work queues daily
Actively participate in all training sessions, team meetings, department meetings and One-on-one meetings.
Provide quality customer service and assistance to customers with a timely resolution.
Educate customers as to why insurance documents are required for their loan.
Process loan transactions with high quality and productivity during call wrap-up.
Attends industry related continuing education training and courses.
Other responsibilities as directed.
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.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES:
High attention to detail is required
Skills testing may be required
At least one-year Call Center experience
Experience working with community bank bond / D&O / property and casualty insurance programs is 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
Ability to understand policy forms and coverage descriptions
Organizational skills required
LICENSING OR CERTIFICATION REQUIREMENTS
None required
BENEFITS
HSA and PPO Medical plans available through BlueCross BlueShield of Illinois (BSBCSIL)
FSA available
Dental
Vision insurance through VSP
Employer paid Short Term Disability
5 Weeks of Paid Parental Leave
Employer paid Life Insurance – 2x your salary
401k -Company matching
10 paid Holidays
Floating Holidays and Personal days
Accrue Vacation and Sick time from day 1
Tuition Reimbursement
Chromebox is provided
Monitor and Mouse are provided
Headset is provided
All full-time employees working 30+ hours a week are eligible for benefits.
Benefits are effective the first of the month, following their first 30 days.
PHYSICAL DEMANDS
Work Location:
Remote
Schedule:
Monday-Friday 8:30am-5:00pm ET with a half hour lunch.
Upon successful completion of inbound training, team members are required to participate in a rotating late shift schedule to support extended call center coverage. This shift runs from 12:30 PM to 9:00 PM EST and is based on business need. The rotating schedule will be communicated to team members in advance
Working Conditions:
Frequent use of computer monitors, keyboard, and mouse
Extended viewing of multiple screens for seven or more hours a day.
Extended periods of sitting.
YOU WILL NEED
A safe home office or quiet workspace with high speed and reliable internet connectivity
Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected hourly pay for this position is $16.00 per hour and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.
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.
E-Verify Program
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Skills Required
- At least one year of call center experience
- High school diploma or equivalent
- High attention to detail
- Effective verbal and written communication skills
- Above-average telephone techniques
- Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook
- Ability and willingness to use company computer systems and software
- Ability to understand insurance policy forms and coverage descriptions
- Organizational skills
- Successful completion of skills testing, if required
- Experience with community bank bond, D&O, property, and casualty insurance programs
HUB International Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about HUB International and has not been reviewed or approved by HUB International.
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Flexible Benefits — Flexible spending accounts and pre-tax commuter programs are available, alongside a broad menu of voluntary options such as legal plans, accident coverage, and group auto/home insurance.
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Healthcare Strength — Health, dental, and vision coverage are offered with multiple medical plan options, complemented by life and disability coverage and a dedicated wellbeing program with activities and tools.
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Retirement Support — A retirement savings plan is provided with a discretionary company match and access to financial planning assistance tools.
HUB International Insights
What We Do
Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.
