Metairie, LA, USA
9 days ago
Personal Lines Private Client Processor

ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer:

Competitive salaries and benefits offeringsMedical/dental/vision insurance and voluntary insurance optionsHealth Savings Account funding401k matching programCompany paid Life and Short-Term Disability PlansSupplemental Life and Long-Term Disability OptionsComprehensive Wellness ProgramPaid Parental LeaveGenerous PTO Package - Vacation, Holiday, Sick, and Personal Time OffGreat work/life balance, because that’s important for all of us!Focus on creating a meaningful environment through employee engagement eventsThe ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!Growth potential - HUB is constantly growing and so can your career!A rewarding career that helps local businesses in the communityStrong community support and involvement through HUB Gives

SUMMARY:

Assists teams with daily administrative operations and maintains various office resources.  Assist with the insurance placement process for Private Client/Personal Lines department as needed, including but not limited to typing ID cards, declaration pages, policy releases, form letters, etc. 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

New Business:

Set up new clients into EPIC.   Add AREV activity to Account Executive/ Producer w/ 20 day follow up. Update with policies numbers, etc. when received by Account Executive/Producer Suspense for download of policies, attached in Epic. Prepare customer binders when policies received to be given to Account Executive/Producer. 

Renewals:

Attach renewal policies in Epic and update activities on High Net Worth clients.

Processing:

Handle billing issues/cancellation and advise Account Executive/Producer as soon as notified either from system or my mail. Process payments as needed.

Responsibilities:

Photocopying, scanning, attachingGeneral office support, including typing, spreadsheets, database management, and file preparationReview incoming mail for department and pass out to the appropriate person for handling.Keep agency management system current and updated.Provide department and/or office phone back-up as assigned by managementPrepare Automobile ID cards, declaration pages, lost policy release forms, summaries of insurance, schedules of insurance, etc.Retrieve carrier website documentation for distribution to staffLearn and adhere to applicable HUB International Gulf South Procedures and Operational Professional StandardsAdditional responsibilities as requested or assigned by management

REQUIREMENTS:

·         Proficient computer skills with all MS Office applications – Excel qualifications – correct formulas, realign columns and rows, clean up font size and print style.  

·         Possess good verbal and written communication skills

·         Superior telephone etiquette

·         Solid interpersonal skills in working with colleagues

·         Ability to work independently or within a team-based environment

·         Ability to work in a fast-paced, dynamic environment with changing priorities

·         Multi-task oriented

·         Detail oriented and accurate

·         Professional appearance

·         Ability to learn and apply new skills quickly

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 and affirmative action 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 .

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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