Match & Research Specialist — Structured Training

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

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.