Insurance Closing Specialist

  • Hub International Midwest East
  • Traverse City, MI, 49696, USA

Job Description

Who We Are

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 11,000 employees in 450 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions

What We Offer You

At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!

Benefits you may enjoy working at HUB International Midwest-East:

  • Medical, Dental, and Vision (PPO, HMO, and HSA)
  • Comprehensive Wellness Program
  • 401(k) Retirement Plan
  • Life and Disability Plans
  • Vacation, Holiday, Sick, and Personal Time Off
  • Spending Accounts
  • Parking and transit expense
  • Pet Insurance
  • Bonus Program
  • Comprehensive Onboarding Program
  • Continuing Education / Personal Development Programs
  • Flexible Work Arrangements
  • Employee Engagement Events
  • Dress for Your Day Dress-Code
  • “HUB Bucks” Rewards Program
  • Service Awards

Here’s Where You Come In

The Closing Specialist is responsible for issuing new policies ensuring accuracy and adhesion to agency standards. In this role, the CS will generate and retain all appropriate forms and applications required for new business, and perform all post sale duties ensuring underwriting requests are fulfilled on schedule.

Job Responsibilities:

  • Issues and binds all policies sold by the agency, including rewrites.
  • Updates the Client status from ‘Prospective’ to ‘Contracted’ in EPIC.
  • Delivers insurance documents related to new business policies, to all parties involved in the transaction.
  • Sends the onboarding email to new Clients on behalf of Sales Executives.
  • Completes all underwriting stipulations and memos required for new business. Works in partnership with Sales Executives as a resource to clarify and complete stipulations.
  • Manages policy downloads and collaborates with Shared Resources Team to ensure that all active policies are correctly displayed in appropriate EPIC client files.
  • Obtains cancellation forms from the client for any remarketed policies and completes the process of cancelling the policy on the carrier site.
  • Uploads all signed applications and forms to EPIC client accounts, accompanied by detailed notes of the transaction.
  • Mails paper applications and forms to new business customers if e-signatures are not returned within 15 business days.
  • Tracks any recurring issues with new policies with the goal of providing feedback to leadership.
  • Audits client files for accuracy of documentation and consistency. (2 audits per Sales Executive, per month)
  • Actively seeks to improve efficiencies for Closing Specialist duties and daily tasks.
  • Actively seek continuous learning opportunities to grow knowledge of both role and the industry.
  • Uphold the values that are the foundation to the success of our company, people, and clients.

Cultural Expectations:

  • Determination – unsatisfied until we are the best. We go the extra mile for clients and colleagues.
  • Ownership – Responsible to each other, our clients, and our goals.
  • Teamwork – Together we attain greater success.
  • Sincerity – Giving and receiving direct and caring communication


  • 4 year Bachelor’s Degree from an accredited university preferred
  • General office experience
  • Previous experience within an insurance agency is highly preferred
  • Licensed insurance producer, or capable of obtaining license prior to start date

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

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 athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.


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