Insurance Client Success Specialist

HUB International; Newport Beach (CA); On-site; USD 27,552 - 34,440; Full time

Benefits offered by this job

Health insurance

401(k) accounts

Paid time off

Job summary

HUB International in Newport Beach is seeking a dedicated Client Support Specialist to join its dynamic team. This role involves providing exceptional service to clients and supporting account managers in both sales and client retention efforts. Ideal candidates will possess strong communication skills and a desire to grow within the insurance industry.

The chosen individual will work closely with clients and insurance carriers, troubleshooting issues and maintaining accurate account files to ensure high levels of customer satisfaction.

Qualifications

• 1-2 years of related insurance experience preferred.
• Preferred to be currently licensed in required lines and states.
• Ability to prioritize and organize multiple tasks efficiently.

Responsibilities

• Provide professional, courteous service to clients and partners.
• Prepare summaries of insurance and assist with claims as needed.
• Gather underwriting data for preparation of submission.

Skills

Communication skills

Critical thinking

Client relationship management

Problem-solving

Education

High School Diploma / GED; College degree preferred

Tools

Microsoft Office Suite

Agency management systems

Job description

HUB International in Newport Beach is seeking a dedicated Client Support Specialist to join its dynamic team. This role involves providing exceptional service to clients and supporting account managers in both sales and client retention efforts. Ideal candidates will possess strong communication skills and a desire to grow within the insurance industry.

The chosen individual will work closely with clients and insurance carriers, troubleshooting issues and maintaining accurate account files to ensure high levels of customer satisfaction.