Jobs · Finance · California

Client Service Manager, Commercial Lines

HUB International · San Francisco, CA · 2 wk ago
Finance$120k/yrFull-time

About the role

HUB advises businesses and individuals on preparing for the unexpected. As one of the world's largest insurance brokers, our focus is on providing peace of mind through tailored insurance solutions and unrelenting advocacy.

Responsibilities

  • Manages a team of commercial lines service staff.
  • Executes product, service, and technical training programs.
  • Makes recommendations to clients in response to changes in the insurance industry.
  • Interfaces with producers, local COOs, and account management teams on process handoffs and service exceptions.
  • Documents other insurance products and services clients are purchasing through other providers and identifies opportunities for cross-sell and up-sell.
  • Attends industry-related continuing education training and courses.
  • Facilitates bi-weekly one-on-one meetings and rapid problem-solving sessions.
  • Develops and shares comprehensive analysis of team performance based on goals, objectives, and deadlines with HUB leadership.
  • Champions communication of goals, vision, and procedures developed by HUB leadership teams.
  • Stays current on new and existing HUB resources and specialty practices, carrier updates, and state and federal regulations.
  • Supports assigned producers and HUB leadership in developing new business opportunities.
  • Ensures Best Practices for High Performance Team Meetings (HPT) are followed and effective.
  • Communicates with clients on a planned periodic basis to determine level of satisfaction and/or any additional service needs.
  • Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
  • Works effectively with insurance and service vendors to gain cooperation in meeting clients' needs.
  • Coaches others in developing their skills and abilities.
  • Efficiently gathers pertinent information and facts, analyzes and solves problems timely and thoroughly.
  • Calculates figures and amounts such as discounts, interest, commissions, proportions, percentages.

Qualifications

  • High School Diploma / GED; College degree strongly preferred.
  • 3 years of commercial insurance related experience (brokerage preferred) or equivalent combination of education & experience.
  • 2+ years supervisory experience preferred.
  • Property & Casualty License.

Skills & Abilities

  • Assertively directs and supervises staff.
  • Effectively and professionally communicates orally and in writing with internal and external customers.
  • Effectively presents information and responds to questions from groups of managers, clients, customers, and the general public.
  • Uses logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Desires to learn and grow within the insurance industry.
  • Responds to customer needs, solicits customer feedback to improve service, and handles difficult or emotional customer situations promptly and accurately.
  • Interacts confidently and with a positive demeanor to effectively interact with all levels within the organization.
  • Develops and maintains strong client relationships.
  • Works effectively with insurance and service vendors to gain cooperation in meeting clients' needs.
  • Efficiently gathers pertinent information and facts, analyzes and solves problems timely and thoroughly.
  • Calculates figures and amounts such as discounts, interest, commissions, proportions, percentages.

Benefits

Comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

Pay

The expected salary range for this position is $120,000 - $150,000k depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.

Schedule

No travel required.

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