Personal Lines Concierge — Client Experience Specialist

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

Benefits offered by this job

Health/Dental/Vision Insurance

401(k)

Paid time off

Job summary

HUB International in Pasco, WA seeks a Personal Lines Concierge to act as the frontline contact for personal lines clients. You will triage and route inquiries to the right resource, supporting Account Managers and Senior Account Managers to ensure fast, professional connections to carriers and teams.

Ideal candidates have 1–2 years in office or call center roles, strong customer service, and proficiency with MS Office; familiarity with EPIC is a plus.

Qualifications

• High School diploma or equivalent required.
• Must obtain a P&C Insurance Producer License within 90 days of start.

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

Office experience

Call center

Customer service

Multitasking

Data entry

MS Office

Interpersonal skills

Communication skills

Team work

Detail oriented

Education

High school diploma

P&C Insurance Producer License (within 90 days)

Tools

EPIC experience

Job description

HUB International in Pasco, WA seeks a Personal Lines Concierge to act as the frontline contact for personal lines clients. You will triage and route inquiries to the right resource, supporting Account Managers and Senior Account Managers to ensure fast, professional connections to carriers and teams.

Ideal candidates have 1–2 years in office or call center roles, strong customer service, and proficiency with MS Office; familiarity with EPIC is a plus.