Apply on Employer Site

HUB International · 3 hours ago

Associate Director, Client Services

Lake Oswego, OR

Full-time

Hybrid

Mid, Senior Level, Lead/Staff

5+ years exp

HUB International is one of the world’s largest insurance brokers, dedicated to providing tailored insurance solutions and advocacy for clients. The Associate Director of Client Services will focus on client retention and growth, championing the company's service model to ensure high service standards and successful outcomes.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Support adherence to best practices, deliverables, timelines, tiered service model

Take on new opportunities and tough challenges with a sense of urgency, high-energy and enthusiasm

Help to create a climate where employees are motivated to do their best and can be successful

Review and ensure capacity and adequate service levels are met. Work with the SOM and VP for staffing and book capacity

The director will review the tiered service model, including the menu of services, and be sure that it is being executed correctly across all Super Teams within their region

Attend Critical Path meetings with Service Teams and ensure that suggestions from the meeting are executed and results reported

Assist with strategic corporate initiatives, book rolls and internal initiatives

Take the lead on the client experience for Carrier changes that need action from our teams (for example, AM Best downgrades)

Ensure quality service is provided to our clients on a timely and consistent basis

Lead by example in areas of excellent client service, adoption of company policies, procedures, and workflows, embracing technology systems, and professional growth by means of continually seeking educational opportunities

Works with the Marketing Team/VP/SOM for New Business to ensure excellent client experience and that new clients are properly placed and introduced to their new team

In addition to the above, the director will take the lead on the following: Top 100, Critical Path, New Account Opportunities, Account Transitions, A/R’s, Carrier Downgrades, Accounting issues, and Lost Business

Assist with Standard Operating Procedure (SOP) as needed (may be vertically focused)