Client Service Manager - Commercial Insurance

Hylant

Hylant

Customer Service
Posted on Wednesday, May 15, 2024

Description

The Opportunity:

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 while building long term relationships with our clients and vendor partners.

This position can work as a hybrid role from our Hylant offices in Orlando, Jacksonville or Raleigh.

Are You A Match?

The Client Service Manager is driven by prompt, accurate and thoughtful service to clients by consistently responding to inquiries within 24 hours of receipt. With 5+ years’ experience in middle market commercial lines, s/he will need a property and casualty insurance license in good standing.


In This Role You Will Execute On:

  • Manage a middle market commercial book of business in direct support of local office operations.
  • Maintain a Florida Resident P&C insurance license in good standing, including compliance with all continuing education requirements
  • Master and execute servicing/processing tasks within the Agency Management System/EPIC while utilizing appropriate naming conventions and activities
  • Provide prompt, accurate & thoughtful service to clients by consistently responding to internal and external client inquiries within 24 hours of when they are received
  • Provide direct consultation to clients on coverage questions as deemed appropriate
  • Assist with various claim-related activities as needed, including facilitating reporting of complex claims
  • Produce accurate and thorough documents using word and excel in order to meet deadlines
    Manage assigned book of business in direct support of local office operations, including following directives of the Client Executive and/or Client Service Executive for client servicing and account planning
  • Conduct policy checks and reviews as needed for accuracy
  • Conduct audit reviews as needed on insurance policies
  • Interact with the underwriters involved with assigned book of business for purposes of binding, endorsing, and managing insurance policies in general
  • Process invoicing and manage account balances between clients, insurance carriers, and Hylant
  • Provides informal mentoring, guidance and support to developing Client Service Specialists


In This Role You’ll Need:

  • Client/Quality Focus: Anticipates, monitors and meets the needs of clients, and responds to them in an appropriate manner. Demonstrates a personal commitment to identify clients' business needs and continually seeks to provide a trusted advisor level of service
  • Organization and Planning: Ability to plan, prioritize and organize work to meet or exceed deadline expectations
  • 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.
  • Demonstrates effective use of listening skills and displays openness to other people's ideas and thoughts
  • Emotional Intelligence/Inclusiveness: Appropriately interacts with all members of the team, visitors, carriers and community partners without regard to individual characteristics
  • Active Property & Casualty License
  • Bachelor's degree in related field or equal experience preferred
  • 5-7 years minimum experience in the insurance and risk management service industry


Why Hylant?

A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with 20 offices in seven states. And since the founding of our family-owned business over 85 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We’re more than an insurance brokerage firm and you’re more than a client, employee or neighbor. You’re family. And that’s just the way we treat you.


Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify.

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