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Personal Lines Concierge

Job Overview

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Employment Type

Full-time
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Compensation

Hourly
Exact $24.00
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Benefits

Health Insurance
Dental Insurance
Vision Insurance
Life insurance
Disability insurance
FSA
HSA
401(k) accounts
Paid Time Off
Bonuses
equity
Commissions

Job Description

HUB International Limited is one of the world's largest insurance brokerage firms, dedicated to advising businesses and individuals on managing risks and preparing for unforeseen circumstances. Established as a leader in the insurance industry, HUB offers tailored insurance solutions designed to provide clients with peace of mind, ensuring that their most valuable assets and interests are protected. The company is recognized for its unrelenting advocacy and commitment to customer-centric service, empowering clients with control over their insurance needs through innovative strategies and deep expertise. With a growing team of professionals across North America, HUB represents a unique aggregation of entrepreneurs and industry leaders who are widely acknowledged for their excellence in the insurance community. The company’s extensive network includes over 450 offices, allowing it to serve a broad range of clients effectively and efficiently, while fostering a collaborative and supportive work environment for employees.

The role of Personal Lines Concierge at HUB International Limited is a vital frontline position focused on delivering excellent client service for personal lines insurance clients. This position acts as the first point of contact, handling high volumes of inbound client calls and written inquiries. The Personal Lines Concierge is responsible for triaging and routing client communications to the appropriate resource—whether that be the account management team, the carrier service center, or another department best suited to address the client's needs. By working closely with Account Managers and Senior Account Managers, the Concierge aids in maintaining seamless communication and continuity, ensuring clients receive prompt and professional responses to their requests.

The successful candidate will be adept at managing multiple tasks simultaneously, maintaining detailed records, processing change requests, and supporting account managers during busy periods or absences. This role requires excellent interpersonal and communication skills, a strong attention to detail, and the ability to use various software platforms effectively. HUB International places a high value on teamwork, and the Personal Lines Concierge will be an essential part of this dynamic environment, contributing to an excellent customer experience and efficient operations.

Employment type for this position is full-time, with an expected salary range of $20 to $24 per hour depending on factors such as geographic location, skill set, and experience. HUB offers a comprehensive compensation package, including various benefits designed to support employee well-being and career development. This opportunity is ideal for individuals seeking a challenging yet supportive role within a leading insurance broker where they can grow professionally and contribute meaningfully to client satisfaction and company success. HUB International Limited is committed to equal opportunity employment and maintains a workplace culture that values diversity, inclusion, and fairness.

Job Requirements

  • High school diploma or equivalent
  • obtain and maintain P & C insurance producer license within 90 days of start
  • 1-2 years of relevant experience
  • no travel required
  • ability to manage high-volume call interactions
  • strong multitasking and organizational skills
  • proficiency in Microsoft Office applications
  • effective communication skills
  • strong attention to detail

Job Qualifications

  • High school or equivalent
  • P & C insurance producer license required within 90 days of start
  • previous office or call center experience strongly preferred
  • experience managing high-volume phone queues
  • exceptional customer service skills
  • excellent organizational, interpersonal, and communication skills
  • proven ability of working in a successful team environment
  • strong data entry skills
  • ability to multitask effectively including navigating multiple systems simultaneously while managing live client interactions
  • strong attention to detail
  • proficient in Microsoft Word, Excel, Outlook, Teams, and internet utilization
  • confidence and demeanor to effectively interact with all levels within the organization
  • ability to handle difficult or emotional customer situations promptly and professionally
  • applied agency management system (EPIC) experience preferred

Job Duties

  • Receive and distribute high-volume inbound client contacts across multiple channels
  • assess client needs and route to the appropriate resource with context and continuity
  • provide coverage and distribution support during account manager absences or high volume periods
  • communicate with company personnel regarding the client's needs and/or issues
  • process change requests as specified by the account manager
  • input and maintain data in the agency management system as required
  • responsible for scanning and attaching communications and documents as required
  • perform other duties and projects as assigned

Job Criteria

Experience

No experience required


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