Hybrid Client Relationship Manager – Personal Lines

Posted 2 weeks ago

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About the role

  • 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

Job title

Client Relationship Manager – Personal Lines

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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