Client Relationship Manager – Personal Lines
| Company | HUB |
|---|---|
| Location | Albuquerque, NM, USA, Santa Fe, NM, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- 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
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
Preferred Qualifications
- 2-5 years of relevant experience
- Applied/EPIC Management System experience preferred
- AA and/or college degree preferred