Client Services Associate – Insurance Billing & Support

HUB International; Kalamazoo (MI); On-site; USD 42,000 - 54,000; Full time

Job summary

HUB International is seeking an Associate Account Manager to support the First Call Resolution Team, assisting clients with insurance questions, billing issues, and routine service requests. You will triage interactions, connect clients with Sales or Producers, and help maintain a profitable Personal Lines book.

The role requires a high school diploma, strong communication, and proficiency with EPIC and MS Office.

Qualifications

• Strong verbal and written communication skills.
• Excellent customer service and problem-solving abilities.
• Ability to work effectively in a team and handle multiple tasks

Responsibilities

• Answer phones and callbacks promptly with courteous service.
• Handle billing questions, basic policy inquiries, endorsements, and routine service needs.
• Escalate complex issues to Team Lead or Producer as required.
• Maintain relationships with clients and meet agency standards for service.
• Cross-sell, upsell and refer opportunities to appropriate teammates.
• Guide clients on basic property and casualty questions and refer complex cases.

Skills

Communication

Problem-solving

Team player

Education

High school diploma or equivalent

Tools

EPIC

MS Office

Job description

HUB International is seeking an Associate Account Manager to support the First Call Resolution Team, assisting clients with insurance questions, billing issues, and routine service requests. You will triage interactions, connect clients with Sales or Producers, and help maintain a profitable Personal Lines book.

The role requires a high school diploma, strong communication, and proficiency with EPIC and MS Office.