Hylant · 2 months ago
Client Service Manager - Employee Benefits
Indianapolis, IN
Full-time
Onsite
Mid Level
3+ years expHylant is a full-service insurance brokerage with a commitment to strengthening and protecting businesses and communities. The Client Service Manager will support clients in the Indianapolis market, manage client relationships, oversee service needs, and ensure client retention through effective communication and collaboration with internal teams.
Insurance
Responsibilities
Serve as the primary service contact to clients for a low to moderately complex assigned book of business. This includes oversight of all client servicing needs, team engagement, responsiveness, deadlines and escalation needs
Onboard new clients in collaboration with internal team to ensure thorough and accurate information needed to meet agency standards
Manage client renewal process ensuring all necessary activities are completed and meet appropriate timing and quality standards, collaborating with the internal team in our agency management system (Epic)
Lead and participate in ongoing relationship development with clients, carrier partners, resources and internal teams and 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. Collaborate with internal specialty teams to develop and present recommendations to clients
Serve as a back-up at all support levels as needed
Lead Client Engagement Strategy (CES) for assigned clients, ensuring all appropriate internal team members are included
Responsible for educating clients on all compliance requirements in partnership with our Compliance Resource Group as appropriate
Maintain and grow insurance knowledge through education opportunities
Perform other duties and special projects as requested
Qualification
Required
Bachelor's degree from accredited institution, preferably in 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 relevant insurance experience
Active Life & Health License or the ability to obtain within 90 days of employment
Intermediate Microsoft Office skills (Excel, Word, PowerPoint, One Note and Outlook)
Familiarity with agency management system (Applied EPIC preferred)
Demonstrated customer service mindset with both internal and external customers
Exceptional time management and organization skills
Excellent attention to detail
Oral and written communication skills, including in person and virtual presentation skills
Ability to work well in a dynamic team environment
Occasional need for schedule flexibility
Ability and willingness to travel by car or airplane for meetings, conferences, or other business-related functions
Must be legally authorized to work in the United States
Preferred
Familiarity with agency management system (Applied EPIC preferred)
Company
Hylant
Hylant is a full-service insurance brokerage.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Andy Dale
Chief Financial Officer
Carman Baines
Client Executive
Recent News
2025-03-29
2025-03-14
Captive Insurance Times
2024-05-24
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