Customer Service Representative, Insurance in Napa, California

About Specialty Program Group:

Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.

About PHP:

Established in 1993, Paul Hanson Partners has developed a reputation as an expert in insurance products & related services to the transportation industry. Our Biz Choice Transportation brand has been experiencing continued growth as we’ve become a dominant player in the Last Mile, Middle Mile and Final Mile courier/contractor space writing Auto and GL Liability, Physical Damage, Cargo, Excess, Workers Compensation and Occupational Accident coverages.

Position Overview:

The Customer Service Representative will play a critical role in servicing our insurance customers. You will handle a variety of customer inquiries, including change requests, billing questions, policy updates, and assembling renewal applications. Your goal will be to ensure our customers receive the highest level of service, while resolving issues promptly and accurately. The ideal candidate will be detail-oriented, customer-centric, and have an understanding of physical damage insurance.

Key Responsibilities:

• Respond to customer questions via phone or email, addressing inquiries about billing, policy details, and insurance coverage.

• Process customer requests for policy changes, including adding/removing coverage on units or equipment, or modifying policy terms.

• Assist in reviewing renewal applications, ensuring all necessary information is accurate and eligible for the program.

• Resolve billing inquiries, and assist customers with understanding their invoices, payment options, and billing cycles.

• Work with customers to resolve any issues or discrepancies related to their policies, providing timely and accurate solutions.

• Maintain accurate records of customer interactions, change requests, and updates in the system.

Qualifications:

• Previous experience in customer service, preferably in the physical damage insurance coverage.

• Strong understanding of insurance products, specifically physical damage policies.

• Excellent communication and interpersonal skills with the ability to engage customers effectively.

• Ability to learn quickly, adapt to changing environments, and stay up-to-date with industry trends and product offerings.

• Self-motivated with a strong work ethic, a goal-oriented mindset and a customer-first attitude.

Work Environment:

• This is a remote position, with the flexibility to work from home.

• Full-time position with standard business hours.

Compensation:

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $55,000-$65,000 and will include an additional discretionary bonus. This compensation 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.

How to Apply:

If you are passionate about the insurance industry and helping clients navigate their coverage options, apply today to join our dynamic team as a Customer Service Representative. We look forward to hearing from you!

#SPG

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

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 EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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