Client Relationship Manager

Summary

HUB International provides lending-risk and insurance services for financial institutions. The Client Relationship Manager supports assigned lenders with day-to-day needs, manages client relationships, resolves service issues, and coordinates lender onboarding and ongoing customer satisfaction.

Responsibilities

• Train/support all assigned lenders
• Provide daily support to assigned existing lenders
• Respond promptly and professionally to lender inquiries
• Resolve service problems by clarifying the customer's complaint, determining the cause, and offering solutions
• Client relationship management
• Manage all details associated with a new lender at go live
• Follow up with customers to ensure resolution and satisfaction
• Collaborate with other departments to ensure customer needs are met
• Escalate complex issues to appropriate internal teams when necessary

Skills

• 1+ years of experience in lender-placed insurance, force-placed insurance, collateral protection insurance, or insurance tracking services
• Direct experience working with lending institutions (banks, credit unions, or mortgage servicers) as clients
• Customer service/support background
• Outstanding written and oral communication skills, particularly in professional email correspondence
• Excellent judgment and discretion with lenders and staff
• Outstanding follow-up skills with timely response to lender needs
• Capacity to manage multiple lender relationships and priorities simultaneously
• Strong organizational skills and keen attention to detail
• Ability to work independently in a remote environment
• Problem-solving mindset with the ability to resolve issues independently and escalate when appropriate
• None required
• A safe home office or quiet workspace with high-speed and reliable internet connectivity
• Monday-Friday 8:00am-5:00pm CT with an hour lunch
• Frequent use of computer monitors, keyboard, and mouse
• Extended viewing of multiple screens for seven or more hours a day
• Extended periods of sitting
• Required Experience: 2-5 years of relevant experience
• Required Travel: Negligible
• Required Education: High school or equivalent

Qualifications

Must Haves

• 1+ years of experience in lender-placed insurance, force-placed insurance, collateral protection insurance, or insurance tracking services
• Direct experience working with lending institutions (banks, credit unions, or mortgage servicers) as clients
• Customer service/support background
• Outstanding written and oral communication skills, particularly in professional email correspondence
• Excellent judgment and discretion with lenders and staff
• Outstanding follow-up skills with timely response to lender needs
• Capacity to manage multiple lender relationships and priorities simultaneously
• Strong organizational skills and keen attention to detail
• Ability to work independently in a remote environment
• Problem-solving mindset with the ability to resolve issues independently and escalate when appropriate
• None required
• A safe home office or quiet workspace with high-speed and reliable internet connectivity
• Monday-Friday 8:00am-5:00pm CT with an hour lunch
• Frequent use of computer monitors, keyboard, and mouse
• Extended viewing of multiple screens for seven or more hours a day
• Extended periods of sitting
• Required Experience: 2-5 years of relevant experience
• Required Travel: Negligible
• Required Education: High school or equivalent

Benefits

• HSA and PPO Medical plans available through BlueCross BlueShield of Illinois (BSBCSIL)
• FSA available
• Dental plans through BCBSIL
• Vision insurance through VSP
• Employer paid Short Term Disability
• 5 Weeks of Paid Parental Leave
• Employer paid Life Insurance – 2x your salary
• 401k -Company matching
• 10 paid Holidays
• Floating Holidays and Personal days
• Accrue Vacation and Sick time from day 1
• Tuition Reimbursement
• Remote opportunity
• All full-time employees working 30+ hours a week are eligible for benefits. Benefits are effective the first of the month, following their first 30 days.