HUB International · 2 weeks ago
Client Relationship Manager - Personal Lines
Santa Fe, NM
Full-time
Hybrid
Entry, Mid Level
2+ years expHUB International is one of the world’s largest insurance brokers, dedicated to providing tailored insurance solutions. The Client Relationship Manager will service and maintain existing accounts while seeking opportunities to increase business and ensure a high level of client satisfaction.
Financial ServicesInsuranceInsurTechRisk Management
Responsibilities
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
Qualification
Required
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
Hybrid work schedule; must be onsite at the designated office location a minimum of three days per week
Preferred
AA and/or college degree preferred
Benefits
Competitive and flexible benefits options
Company
HUB International
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$8.5BKey Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B
Leadership Team
Marc Cohen
Chairman of the Board and CEO
Joseph C. Hyde
Chief Financial Officer
Recent News
Calgary Herald
2026-01-11
Company data provided by crunchbase