Personal Lines Private Client Processor Position Available In Lafayette, Louisiana

ABOUT HUB INTERNATIONAL

HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.

We offer:

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 The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! 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 SUMMARY:

Assists teams with daily administrative operations and maintains various office resources. Assist with the insurance placement process for Private Client/Personal Lines department as needed, including but not limited to typing ID cards, declaration pages, policy releases, form letters, etc.

ESSENTIAL DUTIES AND RESPONSIBILITIES

New Business:

Set up new clients into EPIC. Add AREV activity to Account Executive/ Producer w/ 20 day follow up. Update with policies numbers, etc. when received by Account Executive/Producer Suspense for download of policies, attached in Epic. Prepare customer binders when policies received to be given to Account Executive/Producer.

Renewals:

Attach renewal policies in Epic and update activities on High Net Worth clients.

Processing:

Handle billing issues/cancellation and advise Account Executive/Producer as soon as notified either from system or my mail. Process payments as needed.

Responsibilities:

Photocopying, scanning, attaching General office support, including typing, spreadsheets, database management, and file preparation Review incoming mail for department and pass out to the appropriate person for handling. Keep agency management system current and updated. Provide department and/or office phone back-up as assigned by management Prepare Automobile ID cards, declaration pages, lost policy release forms, summaries of insurance, schedules of insurance, etc. Retrieve carrier website documentation for distribution to staff Learn and adhere to applicable HUB International Gulf South Procedures and Operational Professional Standards Additional responsibilities as requested or assigned by management

REQUIREMENTS

• Proficient computer skills with all MS Office applications – Excel qualifications – correct formulas, realign columns and rows, clean up font size and print style.
• Possess good verbal and written communication skills
• Superior telephone etiquette
• Solid interpersonal skills in working with colleagues
• Ability to work independently or within a team-based environment
• Ability to work in a fast-paced, dynamic environment with changing priorities
• Multi-task oriented
• Detail oriented and accurate
• Professional appearance
• Ability to learn and apply new skills quickly

Department Account Management & Service Required Experience:

1-2 years of relevant experience

Required Travel:

No Travel Required Required Education:

High school or equivalent 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. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. Hi, we’re HUB. In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you’re at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control. About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.