Hub International Client Service Agent in Albuquerque, New Mexico
The Client Service Agent (CSA) will provide professional, courteous service to our clients, producers, and company personnel. With a positive attitude, the CSA will provide a high level of support in obtaining, maintaining, expanding, and servicing our commercial accounts. Working alongside the Producers, or AE as assigned, and the CSA shall be responsible for overseeing management of assigned accounts, including redundant interface with appropriate decision makers, carrier interface/marketing, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions.
Issues related to policy processing, maintenance of client data on the Epic agency management system, routine changes (e.g. adding a new vehicle to the policy), and other transactional or clerical work fall within the domain of the CSA.
Manages a book of Property and Casualty insurance business.
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 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
Produce binders, certificates, endorsements, and other related items while verifying their accuracy
Maintain controls on renewals and binders to ensure timely preparation and processing
Prepare summaries of insurance, schedules, and proposals as needed for account review
Remarket renewals, contact clients, create renewal proposals and handle other renewal activities in coordination with the producer
Assist Producers in the premium collection process and handle accounting issues
Refers current and prospective clients to other departments for solicitation of those lines of business
Assist clients with claims when necessary
Adhere to all Agency systems, procedures and state regulations QUALIFICATIONS
Two (2) years in insurance company or agency with at least one of those years in commercial lines
High School diploma or equivalent; AA and/or college degree desirable
Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
Excellent written and oral communication skills
Property and Casualty Insurance License
Broad knowledge of insurance products and usages and ability to work independently
Ability to work in a positive team environment
Location: United States, New Mexico, Albuquerque
Required Education: High school or equivalent
Required Experience: 2-5 years
Required Travel: No travel required
Date published: 9-May-2018
Department: Account Management & Service
HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
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