HUB International · 2 weeks ago
Personal Lines Retention Agent
United States
Full-time
Remote
Entry Level
$25.64/hr - $25.64/hr
1+ years expHUB International is a global firm focused on empowering clients and providing tailored insurance solutions. The Personal Lines Retention Agent plays a crucial role in maintaining strong relationships with individual clients by delivering high-quality service and managing insurance documentation effectively.
Financial ServicesInsuranceInsurTechRisk Management
Responsibilities
Successfully work in a call center type of environment
Process endorsement requests for personal lines insurance policies; secure pricing from carrier if needed
Manage account documentation; send documentation to insured and follow up to ensure it was received and submitted to the carrier
Maintain follow-up system with insurance carriers to ensure requests are processed timely
Furnish underwriters with additional information as requested
Issue certificates of insurance and evidence of property forms to clients and clients representatives upon request
Process lost policy release forms; transmit correspondence to insureds and carriers
Perform other specific duties and projects as assigned by management
Daily manage the agency interface system (download); ensure all transactions are matched so revenue is recorded accurately by month end
May provide sales support, which includes rating policies and entering policy information into database
Pursue a program for personal and professional development
Qualification
Required
Active P&C License
High school graduate or equivalent (some college a plus)
1+ year experience in sales or customer service
Excellent customer service and communication skills
Proficient in computer skills and basic software packages
Intermediate to expert computer acumen
Acts decisively and demonstrates good judgment
Strong oral and written communication skills
Strong attention to detail with excellent time management and decision-making skills
Benefits
Health, dental, vision, life, and disability insurance
FSA
HSA
401(k) accounts
Paid-time-off benefits
Company
HUB International
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$8.5BKey Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B
Leadership Team
Marc Cohen
Chairman of the Board and CEO
Joseph C. Hyde
Chief Financial Officer
Recent News
Calgary Herald
2026-01-11
Company data provided by crunchbase