Life Insurance Client Advocate: Empathy + Precision
HUB International
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Descrizione del lavoro
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
Competenze
- 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.
Mansioni
- 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.
Conoscenze
Formazione
Strumenti
Descrizione del lavoro
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
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