Personal Lines Retention Agent

About the role

The Personal Lines Retention Agent role is fully remote and requires an active P&C License.

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.
• Pursue a program for personal and professional development.

Qualifications

• A 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.

Pay

The expected pay for this position is $25.64 per hour. In addition, this role offers a performance-based, uncapped commission structure and bonus incentives. Total compensation will be impacted by factors such as the successful candidate’s skills, experience, and performance.

Benefits

• Comprehensive benefit and total compensation packages, including health, dental, vision, life, and disability insurance; FSA, HSA, and 401(k) accounts, and paid-time-off benefits.

Schedule

Negligible required travel.

Department

Sales

Required Experience

1-2 years of relevant experience

Required Education

High school or equivalent

Equal Opportunity Employer

HUB International is proud to offer comprehensive benefit and total compensation packages, health, dental, vision, life, and disability insurance; FSA, HSA, and 401(k) accounts, and paid-time-off benefits. HUB International Limited is an equal opportunity 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.

Contact Information

To inquire about the status of your application, please contact the recruiting team at HUBRecruiting@hubinternational.com.