Hybrid Client Relationship Manager – Personal Lines

at HUB International

• Job title: Client Relationship Manager – Personal Lines
• Job type: Full Time
• Experience level: Junior
• Salary: Not specified
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Santa Fe, United States

About the role

• Client Relationship Manager responsible for servicing and maintaining insurance accounts at HUB International. Acting as liaison between clients and insurance carriers while driving new business opportunities.

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.

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

Benefits

• competitive and flexible benefits options
• continuous opportunities for growth and development