Client Service Representative

    • Waunakee, WI

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.
Our team is growing, and we are looking for a detail-oriented team player. The Client Service Representative will provide professional and courteous service to our customers, carrier representatives, and HUB colleagues.
In this role, you will:

  • Process Certificates of Insurance
  • Complete Evidences of Property
  • Request Loss Runs from Insurance carriers
  • Prepare Summaries of Insurance
  • Check policies for accuracy of information in comparison with the Insurance quote and Broker Management System
  • Request, process and document Audits and Endorsement requests
  • Assemble/process renewal documents
  • Complete renewal kits and marketing exhibits
  • Issue Auto ID cards
  • Enter Client information and policy detail into broker management system
  • Process mail - including updating addresses on return mail
  • Serve as back-up for receptionist and administrative assistant duties
  • Enter Client information and policy detail into broker management system
  • Assist Account Managers with other duties as needed
What you offer us:
  • 1-2 years commercial lines experience (preferred)
  • Property and Casualty producer's license or willing to obtain within 90 days of hire
  • Proficient with standard office computer tools; i.e. Microsoft Office Word, Excel, Outlook, etc.
  • Excellent written and oral communication skills
  • Ability to work in a positive team environment and independently
  • Excellent organizational and time management skills
Department Account Management & Service
Required Experience: Less than 1 year
Required Travel: No Travel Required
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at .
EEOAA Policy at
E-Verify Program at
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