Client Relationship Manager

GENERAL DESCRIPTION (Summary, Scope, Purpose)

The primary function of this position is to serve as support to assigned existing lenders for day-to-day needs.

About HUB :

HUB Financial Services stands out as an industry leader in effectively managing lending risk associated with loan-level collateral for financial institutions. Whether you're dealing with real estate owned ( , residential real estate, commercial real estate, auto, watercraft, RV, powersport, or equipment portfolios, our outsourced insurance tracking ( , blanket ( , and impairment programs ( are designed to address lending risk comprehensively.

Our commitment to tailoring solutions means we create a unique strategy for each client and portfolio.

Why Choose HUB?

Throughout our network of more than 500 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to serve our valued clients better. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

ESSENTIAL DUTIES AND 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.

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES:

• 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 clientsCustomer 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 detailAbility to work independently in a remote environment

• Problem-solving mindset with the ability to resolve issues independently and escalate when appropriate

LICENSING OR CERTIFICATION REQUIREMENTS

• None required

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

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.

PHYSICAL DEMANDS

Work Location:

Remote opportunity

Schedule:

Monday-Friday 8:00am-5:00pm CT with an hour lunch.

Working Conditions:

• Frequent use of computer monitors, keyboard, and mouse

• Extended viewing of multiple screens for seven or more hours a day.

• Extended periods of sitting.

YOU WILL NEED

• A safe home office or quiet workspace with high-speed and reliable internet connectivity

PAY RANGE:

Hiring Pay Range: $31.25 - $40.86 an hour

All duties and responsibilities outlined in this position are considered essential job functions, and reasonable accommodations will be made to enable individuals with disabilities to perform them. The requirements listed represent the minimum knowledge, skills, and abilities necessary to perform the job proficiently. This description is not exhaustive, and employees may be required to perform other job-related duties as assigned by their supervisor, subject to reasonable accommodation.

To perform this job successfully, the incumbent must meet the qualifications and perform each essential duty satisfactorily. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, or local law. If the position requires licensing or certification, the incumbent must maintain compliance with all continuing education and other requirements.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

HUB International Limited is an equal opportunity 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.

E-Verify Program (

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