Client Relationship ManagerScottsdale, AZ

The Client Relationship Manager will provide professional, courteous service to our clients, producers, and company personnel. With a positive attitude, they will provide a high level of support in obtaining, maintaining, expanding, and servicing our personal lines accounts. Working alongside the Producers, or AE as assigned, and they 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 Applied 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 Client Relationship Manager.

JOB RESPONSIBILITIES

  • Manage and retain an existing book of personal lines 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

  • 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

QUALIFICATIONS

  • Preferred four (4) years in insurance company or agency with at least three of those years in personal lines

  • High School diploma or equivalent; AA and/or college degree preferred

  • Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems

  • Excellent written and oral communication skills

  • Above average mathematical skills

  • Property and Casualty Insurance License

  • Broad knowledge of insurance products and usages and ability to work independently

  • Ability to work and contribute to a positive team environment

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

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 athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

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