Customer Service Associate

Hub International; Culver City (CA); On-site; USD 41,000 - 47,000; Full time

Benefits offered by this job

Competitive pay with health benefits

Paid time off and leave

Retirement savings matching

Job summary

HUB International in Culver City, CA seeks a 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 with strict data privacy.

No prior life insurance experience is required; comprehensive training will be provided. Responsibilities include inbound requests, premium reminders, data management in SmartOffice CRM, and

Qualifications

• 1–3 years experience in retail, hospitality, admin support, or standard call center environments.
• Comfort with learning new software; proficient in MS Office and CRM or database systems.
• Coachability and drive to learn a new industry during training.
• Excellent verbal and written communication with empathy.
• Attention to detail with high-volume data entry; accurate records.
• High school diploma required; Associate/Bachelor a plus.

Responsibilities

• Manage inbound requests via phone, email, and digital channels from clients and agents.
• Monitor premium due dates and send reminders to prevent lapses.
• Update policy values in the CRM with precision and maintain records.
• Generate and distribute Summary of Insurance reports to clients and agents.
• Adhere to data privacy standards and industry regulations.
• Troubleshoot complex administrative discrepancies and propose solutions.

Skills

Communication skills

Attention to detail

Customer service

MS Office

CRM experience

Coachability

Education

High school diploma

Associate/Bachelor preferred

Tools

CRM software

Database systems

Job description

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

Job Summary

We are seeking an empathetic, detail-oriented, and professional Client Services Representative to support our life insurance policyholders and financial agents. In this role, the associate will act as the primary point of contact for client inquiries, policy changes, and initial claims processing. The associate's goal is to deliver a seamless, high-touch customer experience while navigating complex administrative guidelines and maintaining strict data privacy standards. No prior life insurance experience is required; we will fully train the right candidate.

Core Responsibilities

• Inbound Request Management: Serve as the primary contact handling phone calls, emails, and digital requests from clients and financial agents regarding ownership changes, beneficiary updates, address changes, and inforce illustration requests.
• Premium Oversight & Follow-Up: Monitor premium due dates, issue timely reminder notices to clients, and proactively coordinate carrier follow-ups to prevent policy lapses.
• Data Management & Documentation: Obtain accurate policy values, update the SmartOffice CRM platform with high precision, and maintain organized digital client records.
• Reporting & Communications: Generate, review, and compile formal Summary of Insurance reports and securely distribute them to clients and agents.
• Compliance & Data Privacy: Adhere strictly to industry regulations and financial data privacy standards when handling sensitive personal information.
• Problem Resolution: Troubleshoot complex administrative discrepancies by collaborating internally and communicating clear solutions back to policyholders.

Qualifications & Skills

• Experience: 1–3 years of experience in retail, hospitality, administrative support, or standard call center environments. Prior insurance background is not required.
• Technical Aptitude: Strong comfort level learning new software systems. Experience with standard Microsoft Office Suite (Word, Excel, Outlook) and any CRM or database software is preferred.
• Coachability & Drive: A desire to learn a new industry with the ability to absorb, retain, and apply complex administrative guidelines during training.
• Communication Skills: Exceptional verbal and written communication skills with a natural ability to speak with clients empathetically and professionally.
• Attention to Detail: Proven ability to manage high-volume data entry with minimal errors, ensuring records are kept accurately.
• Education: High school diploma or equivalent required; an Associate’s or Bachelor’s degree is a plus but not mandatory.

SALARY TRANSPARENCY

The expected salary range for this position is $30-34/hr and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.

HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HAS and 401(k) accounts, paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays. In addition, eligible annual bonuses, equity and commissions may be available for some positions.

What we offer you

• Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

Equal Employment Opportunity

HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations:

HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify:

HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.

SPG was founded in 2015 with the singular purpose of building a world-class specialty insurance intermediary by acquiring best-in-class underwriting and specialty businesses and providing the resources they needed to grow. Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.