Customer Service Representative

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success.

We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

A pioneer in insurance technology, Insureon operates the largest online insurance marketplace for small businesses in the U.S. Our proprietary technology platform enables business owners to easily compare and purchase the insurance they need. We also license this platform to select industry participants who are looking to more effectively service their own clients. We are integrated with every major U.S. carrier, manage over $400M in premium annually and are licensed in all 50 states.

We place a high value on having fun at work, personal and company integrity and teamwork, and we believe our success is truly a team sport. We foster a service mentality inside and outside our company and our fast-paced team is driven by results and is energetic about servicing our clients. We believe that our team members know what work location will enable them to do their best work in serving our customers.

As an eCommerce workplace, we have prioritized working as virtual-first and offer access to office space in our Chicago location as a resource to work from instead of a daily workplace. We are looking for a Digital Customer Service Representative to join our firm. This role is viewed as a developmental position with the objective of obtaining the skills, proficiencies and sustained performance to support our Digital Producers and Account Managers through retaining and servicing the Insureon book of business.

This position is hybrid and can be located anywhere in the US.

• Approved State Licenses needed
• Review of all bound policies for quality assurance
• Process endorsements, certificates of insurance, and sending invoices
• Process billing questions for new and renewal policies
• Handle non-pay cancellation notices from Carriers to follow up for payments due
• Post bind process and policy review
• Identify cross sell opportunities
• Coordinate and monitor account servicing
• Ability to work directly with Carriers & within Carrier sites to process billing and endorsements needed for clients
• Superior Microsoft Office experience
• Strong organizational, customer service orientation & disciplined time management skills
• Comfort level with out bound dialing and phone conversations with clients
• Insurance experience preferred
• Ability to communicate effectively with others via the phone and email
• Experience with multi-tasking in a fast-paced environment
• Comfort level with working remotely
• Other duties may be assigned

• Assist the Producers and AM team members to act on alerts in the agency management system
• Act as concierge for all clients post bind, answering their billing and servicing questions 1st term only, proactive email sent to clients advising who their Account Manager is with all…