Client Relationship Manager

Hub International Insurance • Weatherford, OK

4d • Onsite

About The Position

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

• High School diploma or equivalent; AA and/or college degree preferred
• Superior customer service and problem solving skills
• Excellent oral and written English communication skills
• Must be willing to take your requisite state insurance license examination
• 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
• Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required
• 1-2 years of relevant experience

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
• May also be 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: Mid Level
• Education Level: High school or GED