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Customer Service Representative

Traverse City, MI


Posted on December 1, 2018

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About Customer Service Representative

About HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus isdedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control.Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.


The Customer Service Representative oversees the servicing of policies for Global Marine’s (a division of HUB) clients.


Managing Inbound Calls

  • Receive inbound calls including transferred calls from current clients

  • Place outbound follow-up calls for various reasons or documents

  • Answer questions about the product details, the company, and issues with account for the clients.

  • Assist clients with any technical issues experienced with website and escalate any issues tomanagement appropriately.

  • Perform account maintenance activities

  • Meet Quality Assurance Requirements and other key performance metrics.


Process all endorsements, diary information, follow up if necessary, answer questions/concerns for client.


Upon notification from Accounting that an account is past due, contact the insured via email for payment.

Shop Markets

Upon renewal, shop markets if necessary for price & coverage. Communicate with the producer, the client and the carrier.

Other Administrative Tasks

Perform other job duties as they may be assigned including but not limited to processing renewals, scanning data into Navigator, etc.

Underwriting Guidelines

Maintain a working knowledge of underwriting guidelines of multiple markets to properly service accounts.


The formal education and experience for a Customer Service Representative can vary. However, the following are commonly required for this position:

  • Demonstrated strong decision-making ability

  • Excellent communication skills, both verbal and written

  • Strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment

  • Flexibility with daily tasks

  • Fast and accurate typing skills

  • Goal oriented

  • Ability to learn and navigate new software quickly

  • Strong ability to organize and prioritize

  • Excellent listening skills and the ability to ask probing questions, understand concern, and overcome objections

  • Must possess a professional and friendly attitude and be able to quickly develop a rapport with clients over the phone

  • Obtain a P & C Insurance License within 3 months of employment

  • Proactive with a positive attitude

  • Watercraft knowledge and/or boating experience

  • Flexible work hours during the boating season


Location: United States, Michigan, Traverse City
Required Education: High school or equivalent
Required Experience: Less than 1 year
Required Travel: No travel required
Date published: 29-Nov-2018
Department: Office Administration & Clerical
Ref#: P3853_20181126

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 .

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