Client Relationship Manager - Personal Lines

HUB International • Santa Fe, NM

1d • Hybrid

About The Position

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. This role requires an individual who is professional and who displays the drive, determination, and self-motivation to build a business. Specifically, your mission will be to service and maintain existing accounts while uncovering opportunities for increasing business.

Requirements

• 1-3 years of Insurance Industry or client service experience; Personal Lines preferred
• Active state Property and Casualty license; or willing to obtain within 60 days of employment
• High School diploma or equivalent; AA and/or college degree preferred
• Provide superior customer service and problem-solving skills
• Ability to interpret and understand insurance policy forms, coverage details, industry practices, and regulatory standards.
• Strong communication skills, both written and verbal with a high level of professionalism
• Identify and initiate growth opportunities in account rounding & cross-selling
• Proven ability to build relationships with clients, carriers, and internal partners
• Ability to prioritize, multiple-tasks in a fast-paced environment with organization and accuracy
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
• Ability to work in a positive team environment and collaborative culture
• Hybrid work schedule; must be onsite at the designated office location a minimum of three days per week

Responsibilities

• Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations
• Provides a high level of support to our Sales staff in obtaining, maintaining, and expanding business
• Responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues. May also negotiate with underwriters and carriers.
• Troubleshoots claims and billing issues
• Responsible for overall retention of accounts in assigned book of business
• Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals.
• Identifies and follows-up on cross-selling opportunities when appropriate

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees