Match and Research Specialist

HUB International; Irving (TX); On-site; USD 38,000 - 54,000; Full time

Job summary

HUB International in Irving, TX is seeking a detail-oriented professional to handle outbound calls to insurance companies for mortgage insurance documentation and processing. You will document results, perform online research, and support the team with adherence to established guidelines.

The role requires good typing, reading comprehension, and strong Excel and Windows Office skills. Prior P&C or mortgage insurance experience is a plus and licensing may be required.

Qualifications

• Typing speed of 32 WPM required.
• Ability to read and follow company manuals step-by-step.
• Working knowledge of Windows and MS Office, especially Excel.
• Licensing or Certification requirements may apply or be required.
• Prior P&C Insurance, Mortgage, or Forced Placed Insurance experience is a plus.

Responsibilities

• Make outbound calls to insurance companies to obtain documentation or verify information.
• Record details in the system and maintain appropriate notations in call queue.
• Research and retrieve documents from online insurance portals.
• Handle additional research projects as assigned.
• Follow established guidelines to achieve performance goals.
• Maintain productivity and quality of work while meeting standards.
• Develop and maintain positive working relationships with colleagues and clients.

Skills

Typing 32 WPM

Reading comprehension

Windows OS & Office

Excel proficiency

Detail oriented

Licensing awareness

Tools

Windows OS

Office Suite

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.

General Description (Summary, Scope, Purpose)

Responsible for accurately handling outbound business calls and related mortgage insurance documentation/processing.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Responsible for completing outbound telephone calls to insurance companies in order to retrieve documentation or validate information.
• Responsible for working within a call queue and documenting system with appropriate notations.
• Performs research and document retrieval from on-line insurance sites.
• Completes other research projects as assigned.
• Relies on instructions, procedures and pre-established guidelines to perform the functions of the job designed to help representatives achieve our goals.
• Maintains at least minimum proficiency results for productivity (required to process data entry in addition to calls) and quality of work performed.
• Develops and maintains positive working relationships.
• Supports Company by maintaining minimum performance standards based on company service commitments as well as individual goals.

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Required- 10 key typing: Minimum 32 WPM
• Required- Reading Comprehension: Understanding company manuals step-by-step
• Required- a working knowledge of Windows computer environment & Office software especially Excel.
• Skills testing may be required prior to an interview
• Prior P&C Insurance, Mortgage, or Forced Placed Insurance related experience is a plus, but not required
• Detail-oriented
• Licensing or Certification Requirements
• None required

Physical Demands:

The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

QUALIFICATIONS

To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.

Equal Employment Opportunity: HUB International Limited is a

What we offer you

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

• 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.