Now Hiring - Hosket Ulen Insurance Solutions LLC - Professional Services Commercial Lines Customer Service Unit Specialist in Dublin, OH

Full description of the position

About Hosket Ulen Insurance Solutions

Since 1968, Hosket Ulen Insurance Solutions has been locally owned and operated in Columbus Ohio. We provide solutions to businesses and families throughout the United States and Ohio including Columbus, Dayton and Upper Arlington, focusing on all lines of property and casualty, life and bonds. We have the capabilities of a national broker while being a locally owned and operated agency. We enter into every client arrangement in the spirit of a true partnership and we seek to understand our client's business risks and protect what they value most.

About this Opportunity

Our Property & Casualty licensed Commercial Lines Customer Success Analyst supports to the entire Hosket Ulen Commercial Lines team by handling day-to-day service requests and delivering personalized experiences to clients. This is position is ideal for individuals that enjoy being part of a team, are task oriented, and capable of using technology to create meaningful and timely customer experiences. The Customer Success Analyst will also work closely with other members of the Hosket Ulen CL Team to enhance and automate existing processes.

If you are a self-starter, seek to be part of a values-based team, are attentive to detail, and are able to maintain a positive attitude in the face of adversity, this opportunity is for you.

PRIMARY FUNCTIONS:

Act as the first point of contact for routine commercial lines service requests from internal and external customers.

Service our existing clients by handling change requests, producing certificates of insurance, updating systems of record and engagement, and supporting Hosket Ulen team members with day-to-day back office activities.

MAJOR RESPONSIBILITIES

Issue certificates of insurance

Submit, track, and validate change requests

Process client requests for policy, billing, and claims information

Process client payments

Able to organize and prioritize tasks

Be familiar with and follow agency Errors and Omission guidelines

Perform special projects at managements request

QUALIFICATIONS

Must be willing to collaborate with many team members both in & out of the local office

Knowledge of Microsoft Excel and Word

Detail & process oriented

Experience working with CRM and/or insurance industry management systems

Currently have a Property and Casualty license

Job Type: Permanent

Pay: From $40,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• Customer Service: 1 year (Preferred)

License/Certification:

• Insurance Property and Casualty License (Preferred)

Work Location: In person