Customer Service & Helpdesk

Customer Service Representative (Flexible Hours + Immediate Hire)

HUB International

Remote · Or · United States

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’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. 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.
Client Services Representative
to support our life insurance policyholders and financial agents. for client inquiries, policy changes, and initial claims processing. The associates 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; 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.
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.
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.
Troubleshoot complex administrative discrepancies by collaborating internally and communicating clear solutions back to policyholders.
1–3 years of experience in retail, hospitality, administrative support, or standard call center environments.
Strong comfort level learning new software systems. Experience with standard Microsoft Office Suite (Word, Excel, Outlook) and any CRM or database software is preferred.
A desire to learn a new industry with the ability to absorb, retain, and apply complex administrative guidelines during training.
Proven ability to manage high-volume data entry with minimal errors, ensuring records are kept accurately.
High school diploma or equivalent required; an Associate’s or Bachelor’s degree is a plus but not mandatory.
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.
HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.
Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career
The HUB difference
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.
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.
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 This contact information is for accommodation requests only and should not be used to inquire about the status of an application.
HUB International Limited participates in E-Verify.

Reference: 4487_21593238

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