Description
The Opportunity :
Reporting to the Client Service Leader, the Client Service Manager (CSM) will consistently and effectively develop, enhance, and solidify relationships with the service team by providing exceptional service in accordance with Hylant standards.
The CSM will provide a high level of quality support to the Client Executive (CE) and other Hylant service team members in the handling of the team accounts.
They will continue to grow and develop insurance knowledge as well as professionalism to the highest level possible. Maintaining a high level of accuracy and a strong attention to detail are a must for success in this role.
Our Global Risk Management team provides full-service support to clients who are typically larger, growth oriented, and / or complex organizations that require a high level of service and support for all insurance needs.
Ideal candidates will be located in the U.S. Midwest, near a Hylant office location working a hybrid schedule with travel (up to 25%).
Are You A Match?
The Client Service Manager is responsible to provide a consistent platform of service and support to identified clients, handling or directing all day-to-day service needs while interacting in a consultative and collaborative way, along with the Hylant team, to build out innovative solutions for the client going forward.
This level of service should produce a positive experience for the clients and result in client retention and growth.
In This Role You Will Execute On :
Internal and External Client Support :
- Serve as the lead primary service contact to clients for an assigned book of business. This includes oversight of client service on identified accounts, overseeing team engagement including responsiveness, deadlines and escalation needs.
- Delegate appropriate tasks to the service support team while offering the guidance to complete tasks, ensuring the tasks are completed promptly and accurately.
- Place insurance programs for business acquisitions.
- Promote open communication with sales and other internal stakeholders keeping them informed with any client issues or concerns.
- Maintain a 96% or higher client retention ratio while also consistently working to pursue opportunities for growth within the team’s existing book of business.
- 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.
- Collaborate with sales and other internal and external stakeholders in the collection of information needed for marketing new and renewal business as well as the placement of quality programs with competitive pricing and favorable terms for new and existing clients.
- Create submission, market the insurance program and review the quote terms and forms to ensure it reflects what was requested in our submission.
- Produce thorough and accurate proposals using EPIC (Agency Management System) and Microsoft Suite.
- Assist with invoicing, certificates, contract reviews.
- Maintain accurate client records and documentation, within EPIC, adhering to Hylant workflows and procedures.
- Mentor the team, and others, helping them gain the knowledge and the skills they need to succeed in their career.
- Continue ongoing pursuit of insurance knowledge.
In This Role You'll Need :
- 5-10+ years of Property & Casualty experience within the insurance industry
- Associate's or higher level degree preferred, high school diploma or equivalent required
- Valid Resident State Agent’s License and maintenance of license required
- Attention to Detail : Comprehensive and error free work
- Coachable : Quick learner and the ability to take direction / constructive feedback
- Communication : Successfully conveys information and expresses thoughts and facts
- Emotional Intelligence / Inclusiveness : Appropriately interacts with all members of the team, visitors, carriers, and community partners without regard to individual characteristics
- Listening Skills : Allows others speak and seeks to understand their viewpoints
- Organization and Planning : Ability to plan, prioritize, delegate and organize work to meet or exceed deadline expectations
- Professionalism : Demonstrates a personal commitment to create a professional, empathetic and welcoming environment
- Ability to work well in a team but also independently as well
Tax SAP Global Trade Services Manager
Our team focuses on advising, implementing and operating SAP Global Trade Services (GTS) solutions with an innovative mindset which delivers tangible business outcome for our clients. As a practitioner within Deloitte's Global Trade Advisory Practice, you'll have the opportunity to help clients get ...
Issues Risk Management Operational Excellence Product Manager
The Issues Risk Management Operational Excellence Sr Manager is responsible for developing the technology strategy and supporting the implementation of technical solutions to support the Issues Risk Management policy and procedure. Develop and implement the technology road map to drive automated com...
Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region Office Locations)
As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projec...
Manager, Global Risk Oversight - Audit
The mission of the Global Risk Oversight function is to protect and enhance Vertiv's value by delivering risk management services that support the organization in managing known and emerging risks, by providing independent assurance, promoting ethical conduct, and driving continuous improvement into...
Risk Management - Control Manager - Vice-President
As a Risk Management - Control Manager - Vice-President, you will be part of a diverse and talented team dedicated to oversight of the control framework for Asset Wealth Risk Management. You’ll foster relationships with our global business partners and other stakeholders across the organization to p...
Risk Management - Business Manager - Associate
As a Risk Management - Business Manager - Associate in Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. Job Responsibilities: * Create strategic business planning and goal establishment * Maintain accurate and timely communicat...
Issues Risk Management Operational Excellence Product Manager
The Issues Risk Management Operational Excellence Sr Manager is responsible for developing the technology strategy and supporting the implementation of technical solutions to support the Issues Risk Management policy and procedure. Develop and implement the technology road map to drive automated com...
Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region Office Locations)
As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projec...
Business Office Manager, Skilled Nursing Facility
Longterm Health Management Service. Must possess a thorough understanding of Medicare, Medicaid, Private Insurance, Managed Care costing and analysis, personnel management, accounts receivable/collections, resident funds, accounts payable, general ledger, and management of information systems. Busin...
Client Service Manager - Commercial Insurance
The Client Service Manager is responsible to provide a consistent platform of service and support to identified clients, handling or directing all day-to-day service needs while interacting in a consultative and collaborative way, along with the Hylant team, to build out innovative solutions for the...