*This role is fully remote (United States) and requires an active P&C License**
VIU by HUB
Powered by HUB International, VIU by HUB is a new kind of digital insurance platform designed to help people find the right policies for the fullest coverage, quickly and easily, with the guidance of our experts along the way. As a dynamic start-up within HUB International, VIU by HUB combines the innovative spirit of a start-up with the robust support of a leading global insurance brokerage. VIU by HUB is a comprehensive solution for all your personal insurance needs, enabling customers to compare, shop, and receive customized quotes from top-rated insurance carriers, while providing unbiased advice for your insurance journey, either digitally or through a human advisor.
Our team is growing, and we are looking for a “people person” who is passionate about helping others. If you like learning new skills and tackling challenges, this is the right fit for you. The Personal Lines Retention Agent provides a high level of service to our individual clients and helps us maintain strong relationships with our customers.
We are the perfect fit if you…
- Are driven by competition.
- Enjoy participating in competitive Sales incentive contests held throughout the year.
- Want to work for the #1 Personal Lines Broker in the US.
- Are seeking a progressive work environment at a rapidly growing organization.
- Leverage your internal resources to assist your customers.
- Have a desire to help others protect their future.
- 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 well organized and maintain a well-established follow up process.
- Have great verbal and written communication.
- 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.
Responsibilities:
- Successfully work in a call center type of environment.
- Process endorsement requests for personal lines insurance policies; secure pricing from carrier if needed.
- Manage account documentation; send documentation to insured and follow up to ensure it was received and submitted to the carrier.
- Maintain follow-up system with insurance carriers to ensure requests are processed timely.
- Furnish underwriters with additional information as requested.
- Issue certificates of insurance and evidence of property forms to clients and clients representatives upon request.
- Process lost policy release forms; transmit correspondence to insureds and carriers.
- Perform other specific duties and projects as assigned by management.
- Daily manage the agency interface system (download); ensure all transactions are matched so revenue is recorded accurately by month end.
- May provide sales support, which includes rating policies and entering policy information into database.
- Pursue a program for personal and professional development.
Qualifications:
- High school graduate or equivalent (some college a plus).
- 1+ year experience in sales or customer service.
- Embrace the latest technologies available.
- Excellent customer service and communication skills.
- Proficient in computer skills and basic software packages.
- Intermediate to expert computer acumen.
- Acts decisively and demonstrates good judgment.
- Strong oral and written communication skills.
- Strong attention to detail with excellent time management and decision-making skills
#VIUbyHUBDepartment SalesRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredRequired 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 .