Personal Lines Client Experience Specialist

HUB International; Spokane (WA); On-site; USD 28,000 - 33,000; Full time

Job summary

HUB International in Spokane, WA, seeks a Personal Lines Concierge to serve as the frontline contact for personal lines clients, triaging inquiries and routing them to the right resource.

Working with Account Managers, you will ensure timely, professional connections to carrier service centers and the management team, provide coverage during busy periods, and maintain accurate data in the agency management system.

Qualifications

• High School or equivalent.
• P & C Insurance Producer License Required within 90 Days of Start.
• Obtaining and maintaining a P&C Insurance Producer License within 90 days of start date is a condition of employment.

Responsibilities

• Receive and distribute high-volume inbound client contacts across multiple channels
• Assess client needs and route to the appropriate resource with context and continuity
• Provide coverage and distribution support during account manager absences or high volume periods
• Communicate with company personnel regarding the client's needs and/or issues
• Process change requests as specified by the account manager
• Input and maintain data in the agency management system as required
• Responsible for scanning and attaching communications and documents as required
• Performs other duties and projects as assigned

Skills

Call center experience

High-volume queues

Customer service

Organizational skills

Interpersonal skills

Data entry

Multitasking

Attention to detail

MS Word

MS Excel

MS Outlook

MS Teams

EPIC

Education

High School or equivalent

Tools

EPIC

Job description

HUB International in Spokane, WA, seeks a Personal Lines Concierge to serve as the frontline contact for personal lines clients, triaging inquiries and routing them to the right resource.

Working with Account Managers, you will ensure timely, professional connections to carrier service centers and the management team, provide coverage during busy periods, and maintain accurate data in the agency management system.