Life Insurance Client Services Specialist

HUB International; Los Angeles (CA); On-site; USD 41,000 - 47,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Bonuses & equity

Job summary

HUB International, a leading insurance broker, is hiring a Client Services Representative in Los Angeles. You will be the primary contact for policy inquiries, changes, and initial claims processing, delivering a high-touch customer experience while maintaining strict privacy standards.

Training will be provided, no prior life insurance experience required. Responsibilities include managing inbound requests, monitoring premium due dates, updating CRM data, and preparing client reports.

Qualifications

• 1–3 years of experience in retail, hospitality, administrative support, or standard call center environments.
• High school diploma or equivalent required; Associate/Bachelor’s degree is a plus.
• Experience handling client inquiries with data privacy and accuracy expectations.

Responsibilities

• Inbound Request Management: handle calls, emails, and digital requests from clients and agents regarding ownership changes, beneficiaries, addresses, and inforce illustration requests.
• Premium Oversight & Follow-Up: monitor due dates, send reminders, coordinate carrier follow-ups to prevent lapses.
• Data Management & Documentation: update policy values in CRM with high accuracy and keep client records organized.
• Reporting & Communications: generate and distribute Summary of Insurance reports to clients and agents.
• Compliance & Data Privacy: adhere to regulations and privacy standards when handling sensitive information.

Skills

Customer service

Empathy & communication

Attention to detail

Adaptability

Coachable

Problem solving

Education

High school diploma or equivalent

Associate’s or Bachelor’s degree is a plus

Tools

Microsoft Office Suite

CRM software

Job description

HUB International, a leading insurance broker, is hiring a Client Services Representative in Los Angeles. You will be the primary contact for policy inquiries, changes, and initial claims processing, delivering a high-touch customer experience while maintaining strict privacy standards.

Training will be provided, no prior life insurance experience required. Responsibilities include managing inbound requests, monitoring premium due dates, updating CRM data, and preparing client reports.