Communicate with associates, clients and carriers via phone and email to provide answers to questions or concerns relevant to commercial lines policies and products
Investigate and resolve issues in a timely and thorough manner seeking help from associates, carriers and other resources as needed
Document all communication and activity accurately and timely
Accurately review and compare carrier quote worksheets, terms and conditions
Coordinate policy expirations with associates to obtain and process renewal information
Create new and renewal certificates of insurance templates in CSR24, ensuring accuracy of policy detail and attachments
Process complex certificates of insurance and contract reviews
Process policies, cancellations, audits and endorsements
Prepare and update renewal proposals and summaries
Complete policy application details for newly bound policies into Epic
Quote, bind and issue flood policies and assist with flood renewals
Responsible for agency billing, including creating premium allocations & renewals and following up on cancellations and billing issues
Attend and participate in carrier and client meetings
Participate in applied user group online forums and education for latest trends in Epic and CSR24
Pursue and maintain professional insurance designations as recommended by HUB
Perform all other duties as assigned by Commercial Account Manager Supervisor and/or Commercial Lines Operations Manager
Requirements
5+ years of Commercial Insurance experience and knowledge of commercial insurance and products required
Ohio Property and Casualty license required
Professional designations are preferred
College degree preferred. High school diploma or equivalent is required
Strong understanding and comfort using Microsoft Office tools (Word, Excel, Outlook, PowerPoint)
Existing knowledge of Applied Epic is preferred
Proficient at navigating multiple carrier websites and online rating platforms
Strong customer service, organization and time management skills
Strong decision making and problem-solving skills
Benefits
Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Paid Parental Leave
Generous PTO Package
Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance, because that’s important for all of us!
Focus on creating a meaningful environment through employee engagement events
Growth potential
HUB is constantly growing and so can your career!
A rewarding career that helps local businesses in the community
Strong community support and involvement through HUB Gives