New Business Insurance Carrier Service Representative
HUB International, San Ramon, CA, United States
New Business Insurance Carrier Services Representative
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 is dedicated 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 Opportunity
The New Business Insurance Carrier Services (ICS) Representative plays a key role in supporting the sales team by handling all carrier-facing and backend processing for prospective clients. This position is responsible for building new accounts from the ground up, including the creation of TIV (Total Insurable Value) spreadsheets, assembling submission documents, and managing the flow of information between carriers, producers, and clients. The New Business ICS Rep ensures all submissions are accurate, complete, and aligned with carrier requirements while playing a client-facing role in gathering necessary documentation and information for marketing. Duties & Responsibilities
Create and set up new client accounts in the agency management system, ensuring accurate data entry and documentation. Build TIV spreadsheets and prepare complete submission packages for carrier marketing. Request and organize essential documents such as current policies, loss runs, and building information from clients. Communicate directly with clients and prospects to gather missing information and respond to submission-related inquiries. Submit applications and supporting documentation to carriers in a timely and accurate manner. Review all carrier quotes to ensure completeness, accuracy, and alignment with client needs. Collaborate closely with the Sales team to support the timely and successful marketing of new business opportunities. Maintain strong knowledge of carrier appetites, underwriting requirements, and submission preferences. Serve as the main point of contact with carriers during the new business quoting process. Organize and maintain records of all submissions, quotes, and correspondence in accordance with agency procedures. Qualifications
High School / GED 1-2 years insurance industry experience or equivalent combination of education & experience Why Choose Hub?
Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Working Conditions And Physical Demands
This position primarily involves remaining in a stationary position for the majority of the workday. The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc. 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 expected salary range for this position is $20-25/hr depending on geographical location 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, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions. Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today! Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population.
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 is dedicated 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 Opportunity
The New Business Insurance Carrier Services (ICS) Representative plays a key role in supporting the sales team by handling all carrier-facing and backend processing for prospective clients. This position is responsible for building new accounts from the ground up, including the creation of TIV (Total Insurable Value) spreadsheets, assembling submission documents, and managing the flow of information between carriers, producers, and clients. The New Business ICS Rep ensures all submissions are accurate, complete, and aligned with carrier requirements while playing a client-facing role in gathering necessary documentation and information for marketing. Duties & Responsibilities
Create and set up new client accounts in the agency management system, ensuring accurate data entry and documentation. Build TIV spreadsheets and prepare complete submission packages for carrier marketing. Request and organize essential documents such as current policies, loss runs, and building information from clients. Communicate directly with clients and prospects to gather missing information and respond to submission-related inquiries. Submit applications and supporting documentation to carriers in a timely and accurate manner. Review all carrier quotes to ensure completeness, accuracy, and alignment with client needs. Collaborate closely with the Sales team to support the timely and successful marketing of new business opportunities. Maintain strong knowledge of carrier appetites, underwriting requirements, and submission preferences. Serve as the main point of contact with carriers during the new business quoting process. Organize and maintain records of all submissions, quotes, and correspondence in accordance with agency procedures. Qualifications
High School / GED 1-2 years insurance industry experience or equivalent combination of education & experience Why Choose Hub?
Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Working Conditions And Physical Demands
This position primarily involves remaining in a stationary position for the majority of the workday. The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc. 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 expected salary range for this position is $20-25/hr depending on geographical location 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, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions. Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today! Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population.
