Client Relationship Manager - Personal Lines

About HUB International

HUB International is a top five global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 600 offices and over 20,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients.

Why Choose HUB? 

Throughout our network we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

• are seeking a progressive work environment at a rapidly growing organization

• have a desire to help others protect their future

• have an entrepreneurial spirit and are challenged by the opportunity to grow the business 

• are focused on learning and development to enhance your industry knowledge and expertise

• are a self-starter willing to invest time and energy to learn the technical aspects of our business

• believe in integrity and building success by developing relationships with others

SUMMARY

This role requires an individual who is professional and who displays the drive, determination, and self-motivation to build a book of business. Specifically, your mission will be to service and maintain existing personal lines accounts while uncovering opportunities for increasing business. 

JOB RESPONSIBILITIES

• Generate new business for the agency – take responsibility and ownership for making our business grow and improving/building the relationships with our existing and future customers

• Handle lead volume primarily through referrals and inbound calls (no cold calling)

• Work closely with a sales producer and other team members on all aspects of client service, marketing, and renewals while adhering to HUB’s best practices and standard procedures

• Develops new business from existing accounts and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate

• 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

• 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

QUALIFICATIONS

• Current Property & Casualty Licensed preferred; or must be willing to take your requisite state insurance license examination within 60 days of employment

• 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

• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office

• Applied/EPIC Management System experience preferred

• Ability to work in a positive team environment

• Ability to work a hybrid regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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