[Hiring] Hybrid Insurance Tracking Representative @HUB International

Role Description

The Hybrid Insurance Tracking Representative is responsible for accurately and timely processing insurance documentation to meet loan requirements. Working within a structured team environment with clearly defined workflows and production goals, this role involves:

• Data entry and reviewing various insurance documents across multiple lines of business.
• Completing transactions as needed.
• Providing exceptional customer service by assisting both customers and insurance agents over the phone.
• Handling both inbound and outbound calls.
• Assisting in obtaining the necessary insurance documentation.
• Educating callers on the requirements needed to fulfill their loan agreements.

Qualifications

• High attention to detail required.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
• 10-key typing: Minimum 35 WPM required.
• Reading comprehension: ability to understand and follow company manuals step-by-step.
• Working knowledge of Windows computer environment and Office software.
• Ability to understand policy forms and coverage descriptions.
• Strong organizational skills.
• Willingness to attend educational classes is desired.
• Skills testing may be required prior to an interview.

Requirements

• This position requires real-time telephone-based communication with customers as an essential function of the role.
• Team members must be able to listen, understand, and verbally respond to customer inquiries over the phone in a timely and professional manner.

Benefits

• Medical, Dental, and Vision insurance through leading national carriers.
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
• Employer-paid Short-Term Disability.
• Employer-paid Life Insurance — 2x your annual salary.
• 401(k) with company matching.
• 10 paid holidays, plus Floating Holidays and Personal days.
• Vacation and Sick time accrual beginning on day one.

Schedule and Working Conditions

• Monday through Friday, standard business hours (schedule confirmed at time of offer).
• Extended viewing of multiple screens for seven or more hours per day.
• Extended periods of sitting.
• A safe home office or quiet workspace with high-speed, reliable internet connectivity is required.

Compensation

The starting pay range for this position is $16.00–$16.50 per hour. Actual compensation will be impacted by the successful candidate’s skills, experience, and working location. HUB International is proud to offer a comprehensive total compensation package, including health, dental, vision, life, and disability insurance; FSA and HSA accounts; 401(k); and paid time-off benefits.

Equal Opportunity Employer

All duties and responsibilities outlined in this position are considered essential job functions, and reasonable accommodations will be made to enable individuals with disabilities to perform them. The requirements listed represent the minimum knowledge, skills, and abilities necessary to perform the job proficiently. This description is not exhaustive, and employees may be required to perform other job-related duties as assigned by their supervisor, subject to reasonable accommodation.