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Hylant · 2 months ago

Client Service Manager - Real Estate Insurance, Commercial

Toledo, OH

Full-time

Hybrid

Mid Level

3+ years exp

Hylant is a full-service insurance brokerage dedicated to strengthening and protecting the businesses, employees, and communities of its clients. The Client Service Manager will be responsible for managing client relationships, ensuring high service levels, and supporting business growth through effective client engagement strategies.

Insurance

Growth Opportunities

Responsibilities

Serve as the lead service contact to clients for assigned book of business. This includes oversight of all client service needs and ensuring support team engagement including responsiveness, deadlines and escalation needs

Manage client renewal process ensuring all necessary activities are completed and meet appropriate timing and quality standards

In collaboration with sales staff, direct onboarding of new clients ensuring client files and agency management system information is thorough and accurate

Maintain a 96% or higher client retention ratio while also consistently working to pursue opportunities for growth within the existing book of business

Maintain and enhance relationships with clients, carrier partners, vendors, internal teams and other stakeholders to strengthen relationships with the Hylant team and promote long term partnerships

Support business growth through account rounding efforts; assess business and human capital to identify risks or gaps in coverage; identify, design, communicate and implement cost effective Property and Casualty solutions to cover risk appropriately. This includes pre-qualifying, reviewing, identifying, and procuring coverages along with focus on gathering business intelligence and managing risk assessment

Lead Client Engagement Strategy (CES) for assigned clients providing oversight and driving client engagement at a "best practice" level

Serve as a back-up at all support levels as needed

Maintain and grow insurance knowledge through education opportunities and pursuit of designation(s) as appropriate

Perform other duties and special projects as assigned

Qualification

Property & Casualty LicenseInsurance client service experienceCICCRM DesignationMicrosoft Office skillsAttention to detailOral communication skillsWritten communication skillsTeamwork

Required

Bachelor's degree business, insurance, risk management, or similar field of study. Equivalent combination of education and work experience may be considered

Three (3) or more years of insurance client service experience, preferably in the Real Estate space

Active Property & Casualty License

Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)

Excellent attention to detail, oral and written communication skills

Ability to work well in a team environment