Customer Experience Specialist - Insurance & Loan Docs

HUB International; Irving (TX); Hybrid; USD 38,000 - 48,000; Full time

Benefits offered by this job

Medical plan

Dental plan

Vision plan

401k match

Holidays and vacation

Tuition reimbursement

Laptop provided

Home office stipend

Job summary

HUB International is seeking a Customer Service Representative in a hybrid role in Irving, TX. You will handle inbound and outbound calls, educate customers on loan documentation, and maintain data accuracy in loan records with strict confidentiality.

The role requires attention to detail, strong MS Office skills, and effective communication to resolve inquiries and support loan processes. Training and team collaboration are expected as part of daily duties.

Qualifications

• High attention to detail is required.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
• 10 key typing at least 32 WPM.
• Strong reading comprehension and ability to follow manuals.
• Excellent organizational skills and reliability.
• Clear communication and customer-service focus.

Responsibilities

• Be the first point of contact for inbound and outbound calls with professionalism.
• Guide customers and agents through insurance documentation for loan requirements.
• Educate callers on required documents and resolve inquiries promptly.
• Enter and validate data to update loan records and match documents to files.
• Adhere to daily workflow and participate in training and team meetings.

Skills

Attention to detail

MS Office Suite

Typing 32 WPM

Reading comprehension

Organizational skills

Communication skills

Tools

Windows OS

Job description

HUB International is seeking a Customer Service Representative in a hybrid role in Irving, TX. You will handle inbound and outbound calls, educate customers on loan documentation, and maintain data accuracy in loan records with strict confidentiality.

The role requires attention to detail, strong MS Office skills, and effective communication to resolve inquiries and support loan processes. Training and team collaboration are expected as part of daily duties.