Insurance Tracking Representative

HUB International

. Handle inbound calls from customers and insurance agents .

Posted 10/9/2026full-timeRemote • Massachusetts • United StatesMid-LevelSenior💰 $16 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates high attention to detail and proficiency in Microsoft Office Suite, ensuring accurate data entry and effective communication with customers and insurance agents. Capable of guiding clients through the insurance documentation process while maintaining confidentiality and adhering to workflow schedules.

Highest-signal resume keywords

High Attention To DetailProficiency In Microsoft Office Suite10 Key Typing (Minimum 32 WPM)Organizational SkillsReading Comprehension

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data EntryInsurance DocumentationLoan TransactionsUnderstanding Policy FormsCoverage Descriptions

Soft Skills

Customer ServiceCollaborationWillingness To Learn

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft OutlookWindows Computer Environment

Industry Keywords

InsuranceLoan AgreementsCustomer PrivacyConfidentiality

About the role

Key responsibilities & impact

Handle inbound calls from customers and insurance agents
Conduct outbound calls to insurance agents to request required insurance information
Guide customers and agents through the insurance documentation process
Educate customers on insurance documentation required for loan agreements
Resolve inquiries and complete loan transactions
Maintain customer privacy and confidentiality
Key in and validate data to update loan records
Match insurance documents to loan records
Train on additional supplemental processes based on business needs
Adhere to daily workflow schedules and production goals
Participate in training sessions, team meetings, department meetings, and one-on-one meetings
Collaborate on assignments and special projects
Perform other assigned responsibilities

Requirements

What you’ll need

High attention to detail is required
Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
10 key typing: Minimum 32 WPM
Reading comprehension: Understanding company manuals step-by-step
Working knowledge of Windows computer environment and Office software
Ability to understand policy forms and coverage descriptions
Organizational skills required
Willingness to attend educational classes if desired
High-speed internet meeting speed requirements
Cell phone
Dedicated home office and/or quiet workspace
A willingness to learn
Must be able to work the required Monday-Friday schedule, including the permanent 12:30pm-9:00pm CT shift
Licensing or certification: None required

Benefits

Comp & perks

HSA and PPO Medical plans available
FSA available
Dental plans available
Vision insurance through VSP
Employer-paid Short-Term Disability
Employer-paid Life Insurance – 2x your salary
401k – Company matching
10 paid Holidays
Floating Holidays and Personal days
Accrue Vacation and Sick time from day 1
Tuition Reimbursement
Laptop
Monitor and Mouse
Headset
Structured training
Licensing support
Ongoing development opportunities
Comprehensive health benefits
Retirement savings matching
Company-paid life and disability plans
Paid parental leave
Wellbeing program
HUB Gives community impact opportunities