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Encino, CA
Source: Hub International careers · View original posting
From Hub International's posting. “We” and “our” refer to the employer.
A path for every ambition.
At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.
We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.
Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.
Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.
Your ambition has a home here.
Job Summary
We are seeking an empathetic, detail-oriented, and professional Client Services Representative to support our life insurance policyholders and financial agents. In this role, the associate will act as the primary point of contact for client inquiries, policy changes, and initial claims processing. The associate's goal is to deliver a seamless, high-touch customer experience while navigating complex administrative guidelines and maintaining strict data privacy standards.
No prior life insurance experience is required; we will fully train the right candidate.
Core Responsibilities
Inbound Request Management: Serve as the primary contact handling phone calls, emails, and digital requests from clients and financial agents regarding ownership changes, beneficiary updates, address changes, and inforce illustration requests.
Premium Oversight & Follow-Up: Monitor premium due dates, issue timely reminder notices to clients, and proactively coordinate carrier follow-ups to prevent policy lapses.
Data Management & Documentation: Obtain accurate policy values, update the SmartOffice CRM platform with high precision, and maintain organized digital client records.
Reporting & Communications: Generate, review, and compile formal Summary of Insurance reports and securely distribute them to clients and agents.
Compliance & Data Privacy: Adhere strictly to industry regulations and financial data privacy standards when handling sensitive personal information.
Problem Resolution: Troubleshoot complex administrative discrepancies by collaborating internally and communicating clear solutions back to policyholders.
Compensation
The expected salary range for this position is $30-34/hr and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HAS and 401(k) accounts, paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays.
In addition, eligible annual bonuses, equity and commissions may be available for some positions.
We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.
HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.
Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at HUBRecruiting@HUBInternational.com. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.
E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.
Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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