Client Services Specialist — Life Insurance

Remote Jobs; Culver City (CA); Presencial; USD 41.000 - 47.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health benefits

Paid time off

Training & development

Descripción de la vacante

HUB International is seeking a compassionate Client Services Representative to support life insurance policyholders and financial agents. You will be the primary contact for inquiries, policy changes, and initial claims processing, delivering a high-touch customer experience while navigating complex administrative guidelines.

No prior life insurance experience is required; we will fully train the right candidate.

Formación

• Experience in retail, hospitality, administrative support, or call center environments (1–3 years).
• No prior life insurance experience is required; training provided.
• Strong communication skills with clients and colleagues.
• Ability to learn new software systems and adapt quickly.

Responsabilidades

• Inbound Request Management: handle calls, emails, and digital requests from clients and agents for ownership changes, beneficiary updates, and inforce illustration requests.
• Premium Oversight & Follow-Up: monitor due dates, issue reminders, coordinate carrier follow-ups to prevent lapses.
• Data Management & Documentation: update policy values and CRM with high accuracy, maintain digital records.
• Reporting & Communications: generate and distribute summaries of insurance reports to clients and agents.
• Compliance & Data Privacy: adhere to regulations and protect sensitive personal information.
• Problem Resolution: troubleshoot discrepancies and communicate solutions clearly.

Conocimientos

Communication skills

Attention to detail

Technical aptitude

Coachability

Empathy

Data entry

Educación

High school diploma or equivalent

Associate or Bachelor's degree (a plus)

Herramientas

CRM software

Microsoft Excel

Outlook

Descripción del empleo

HUB International is seeking a compassionate Client Services Representative to support life insurance policyholders and financial agents. You will be the primary contact for inquiries, policy changes, and initial claims processing, delivering a high-touch customer experience while navigating complex administrative guidelines.

No prior life insurance experience is required; we will fully train the right candidate.