Hybrid Insurance Tracking Representative

GENERAL DESCRIPTION

The Hybrid Insurance Tracking Representative is responsible for accurately and timely processing insurance documentation to meet loan requirements. Working within a structured team environment with clearly defined workflows and production goals, this role involves data entry, reviewing various insurance documents across multiple lines of business, and completing transactions as needed. In addition to processing tasks, the position includes providing exceptional customer service by assisting both customers and insurance agents over the phone. You will handle both inbound and outbound calls, assist in obtaining the necessary insurance documentation, and educate callers on the requirements needed to fulfill their loan agreements.

ABOUT HUB FINANCIAL SERVICES

HUB Financial Services stands out as an industry leader in effectively managing lending risk associated with loan-level collateral for financial institutions. Whether dealing with real estate owned, residential real estate, commercial real estate, auto, watercraft, RV, powersport, or equipment portfolios, our outsourced insurance tracking, blanket, and impairment programs are designed to address lending risk comprehensively. Our commitment to tailoring solutions means we create a unique strategy for each client and portfolio.

WHY CHOOSE HUB?

Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Field inbound and outbound calls to customers and insurance agents while providing superior customer service across all escrow and non-escrow insurance products.

• Key in and validate data received in order to update loan records.

• Match insurance documents to loan records in the Miniter Ecommerce System.

• Train in additional supplemental processes based on business need.

• Adhere to the Daily Workflow Schedule which outlines job responsibilities and daily production goals.

• Actively participate in all training sessions, team meetings, department meetings, and one-on-one meetings.

• Participate and/or collaborate in assignments and special projects.

• Attend industry-related continuing education training and courses.

• Other responsibilities as directed.

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

• High attention to detail required.

• Proficiency with Microsoft Office Suite (Word, Excel, Outlook).

• 10-key typing: Minimum 35 WPM required.

• Reading comprehension: ability to understand and follow company manuals step-by-step.

• Working knowledge of Windows computer environment and Office software.

• Ability to understand policy forms and coverage descriptions.

• Strong organizational skills.

• Willingness to attend educational classes is desired.

• Skills testing may be required prior to an interview.

• This position requires real-time telephone-based communication with customers as an essential function of the role. Team members must be able to listen, understand, and verbally respond to customer inquiries over the phone in a timely and professional manner.

LICENSING OR CERTIFICATION REQUIREMENTS

None required.

BENEFITS

HUB International offers a comprehensive benefits package to all eligible full-time employees (those working 30+ hours per week). Benefits are effective on the first of the month following the first 30 days of employment and include:

• Medical, Dental, and Vision insurance through leading national carriers.

• Health Savings Account (HSA) and Flexible Spending Account (FSA) options.

• Employer-paid Short-Term Disability.

• Employer-paid Life Insurance - 2x your annual salary.

• 401(k) with company matching.

• 10 paid holidays, plus Floating Holidays and Personal days.

• Vacation and Sick time accrual beginning on day one.

SCHEDULE AND WORKING CONDITIONS

• Monday through Friday, standard business hours (schedule confirmed at time of offer).

• Extended viewing of multiple screens for seven or more hours per day.

• Extended periods of sitting.

• A safe home office or quiet workspace with high-speed, reliable internet connectivity is required.

COMPENSATION

The starting pay range for this position is $16.00-$16.50 per hour. Actual compensation will be impacted by the successful candidate's skills, experience, and working location. HUB International is proud to offer a comprehensive total compensation package, including health, dental, vision, life, and disability insurance; FSA and HSA accounts; 401(k); and paid time-off benefits.

This is a fully remote position open to candidates located anywhere in the United States. The pay range listed above is provided in compliance with applicable state and local pay transparency laws, including those in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington. Pay ranges are reviewed and updated periodically to reflect market conditions.

EQUAL OPPORTUNITY EMPLOYER

All duties and responsibilities outlined in this position are considered essential job functions, and reasonable accommodations will be made to enable individuals with disabilities to perform them. The requirements listed represent the minimum knowledge, skills, and abilities necessary to perform the job proficiently. This description is not exhaustive, and employees may be required to perform other job-related duties as assigned by their supervisor, subject to reasonable accommodation.

To perform this job successfully, the incumbent must meet the qualifications and perform each essential duty satisfactorily. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, or local law. If the position requires licensing or certification, the incumbent must maintain compliance with all continuing education and other requirements.

Department Business Operations

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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