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Client Advocate, Customer Service Professional

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Posted : Thursday, April 25, 2024 06:04 PM

*THE OPPORTUNITY:* Our Client Advocate, Customer Service Professional assists the Account Service Team (Account Executives and Account Mangers) with a variety of account management functions which ensure clients receive the service they need to properly manage their insurance policies.
Performs general support functions to keep insurance policies in-force and active.
* Assists in marketing clients to carriers * Assists in preparing quotes/proposals for clients * Issues certificates * Processes endorsements * Processes MVRs * Processes ID cards * Maintains renewal controls on expirations and binders * Check policies/endorsements/audits for accuracy * Assists with coordinating premium financing and the collection of premiums * Performs data entry * Files documents * Handles other administrative functions, as necessary *WHAT YOU BRING TO THE TABLE:* * Hold a high school diploma/GED (college degree strongly preferred) * 1-2 years of related administrative experience * Demonstrated oral and written communication skills * Demonstrated interpersonal skills with the ability to effectively interact with all levels within the organization * Computer proficient (Microsoft Office Suite and Outlook) *WE ARE THE PERFECT FIT IF YOU:* * Are seeking a progressive work environment at a rapidly growing organization * Have an entrepreneurial spirit and are challenged by the opportunity to grow the business * Are focused on learning and development to enhance your industry knowledge and expertise * Are a self-starter willing to invest time and energy to learn the technical aspects of our business * Believe in integrity and building success by developing relationships with others The expected salary range for this position is $18 to $21/hr 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 which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.
Job Type: Full-time Pay: $18.
00 - $21.
00 per hour Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Paid time off * Vision insurance Experience level: * 1 year Shift: * 8 hour shift Weekly day range: * Monday to Friday * No weekends Work setting: * In-person * Office Work Location: In person

• Phone : NA

• Location : Roseville, CA

• Post ID: 9022997518


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