Customer Service Representative, Transportation Division

ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers,providinga broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over21,000 employeesin 600+ offices throughout North America, HUB hasgrown substantially, inpart due to our industryleadingsuccess in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers andorganization. We offer:

• Competitive salaries and benefits offerings

• Medical/dental/vision insurance and voluntary insurance options

• Health Savings Account funding

• 401k matching program

• Company paid Life and Short-Term Disability Plans

• Supplemental Life and Long-Term Disability Options

• Comprehensive Wellness Program

• Paid Parental Leave

• Generous PTO Package – Vacation, Holiday, Sick, and Personal Time Off

• Great work/lifebalance, becausethat’simportant for all of us!

• Growth potential – HUB is constantly growing and so can your career!

• Strong community support and involvement through HUB Gives

POSITION SUMMARY:

The Customer Service Representative (CSR), Transportation Divisionis responsible forservicing andmaintainingan assigned book of commercial insurance business within HUB South Florida’s Transportation vertical. This role requires a professional who displaysthe drive, determination, and self-motivation to deliver exceptional service across trucking, fleet, cargo, and motor carrier accounts.

The CSR provides professional, courteous service to clients, carrier representatives, underwriters, and HUB colleagues, with primary responsibility for account retention. Working alongside Producers and Account Executives, the CSR supports the full policy lifecycle – from new business setup and renewal processing to endorsements, billing, claims coordination, and client communication. This role reports to the Client Services Lead, Transportation Division.

Reports to:Client Services Lead, Transportation Division

Division:Commercial Lines – Transportation

RESPONSIBILITIES:

• Manage an assigned book of new and renewal insurance business within the Transportation Division, delivering a rate of account retention that meets or exceeds expectations.

• Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues throughout the policy lifecycle.

• Provide support to Producers and Account Executives in obtaining,maintaining, and expanding business within the transportationvertical.

• Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts, including policy changes, endorsements, certificates of insurance, auto ID cards, and motor carrier filings.

• Process endorsements across multiple lines of insurance, including adding/deletingvehicles, drivers, equipment, mailing addresses, contact information, and premise addresses.

• Generate certificates of insurance andevidenceof insurance for insured clients,mortgagees, lessors, and third parties, with attention to transportation-specific requirements (e.g., MCS-90 endorsements, DOT filings).

• Acquirean understanding of clients’ insuranceobjectivesand critically analyze and compare insurance plans todeterminesuitability. Stay abreast of changes in the insurance industry, transportation regulations, and other external conditions that mayimpactclients. Makeappropriate recommendationsindependently.

• Act asliaisonbetween clients and insurance carriers to resolve escalated, complex service issues that require policy interpretation and experience-based judgment. Negotiate with underwriters and carriers as needed. Troubleshoot claims and billing issues.

• Handle premium payments, cancellation processing, reinstatement requests, and client account updates.

• Retrieve policy documentation from various insurance carrier portals for Account Executive and Producer review.

• Create andmaintainsummaries of insurance for assigned transportation accounts.

• Prepare and send policies to insured clients, ensuring completeness and accuracy prior to delivery.

• Conduct policy audits andassistwith premium audit reconciliation.

• Process and follow up onlossrun requests from carriers.

• Draft and send close-out letters and non-renewal notices as directed.

• Manage, organize, and conduct client meetings when necessary.

• Appropriately document conversations with clients and carrier representatives and update all HUB computer systems and agency management systems. Ensure the accuracy of data in those systems.

• Support renewal preparation, including gathering expiring policy data and assembling marketing submission materials.

• Support, mentor, and train Assistant CSRs and junior service teammembersas necessary.

• Prepare reports for management asrequired.

• Attend industry-related continuing education training and courses.

• Ensure compliance with HUB operational standards, internal procedures, and applicable Florida state and federal insurance regulations.

• Other duties as assigned.

QUALIFICATIONS:

• Active Florida 4-40 Customer Representative Licenserequired; Florida 2-20 Property & Casualty License preferred.

• High school diplomarequired;Associate’sdegree or some college preferred.

• Minimum 2 years of experience in commercial lines insurance client support; transportation industry exposurestronglypreferred.

• Strong technical insurance knowledge, particularly in commercial auto, general liability, cargo, physical damage, and fleetcoverages.

• Above-average communication skills with the ability to interact effectively with clients, carriers, and internal stakeholders by phone, email, and in person.

• Proficiencywith Microsoft Office Suite (Word, Excel, Outlook).

• Experience with agency management systems (EPIC, AMS360, or similar)a plus.

• Ability to understand policy forms, coverage descriptions, andendorsementlanguage.

• Strong organizational skills with the ability to multitask and manage competing deadlines.

• High attention to detail, self-motivation, and professional discretion.

• Strong typing skills with the ability to compose clear and concise correspondence.

• Willingness to attend educational classes and pursue professional development.