Associate Client Service Manager - Employee Benefits Insurance

Hylant • Toledo, OH

22h

About The Position

Provide support to clients for an assigned book of business. In this role, the incumbent will collaborate with internal resources as needed to ensure client needs are producing a positive experience and client retention. Book of business may vary based on the complexity and number of accounts in the book.

Requirements

• Bachelor’s degree business, insurance, risk management, or related field of study. Equivalent combination of education and work experience may be considered.
• Two (2) or more years of insurance client service experience.
• Active Life & Health License or the ability to obtain within 90 days of employment.
• 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.

Responsibilities

• Serve as the primary service contact to clients for a low to moderately complex assigned book of business, including oversight of all client servicing needs, team engagement, responsiveness, deadlines and escalation needs.
• Onboard new clients in collaboration with staff 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.
• 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 more senior staff on larger or more complex accounts to identify, design, communicate and implement cost effective solutions to cover risk appropriately. This will include, with direction, pre-qualifying, reviewing, identifying, and procuring coverages along with focus on gathering business intelligence and managing or assisting with risk assessment.
• Serve as a back-up at all support levels as needed.
• Manage Client Engagement Strategy (CES) compliance for assigned clients.
• Maintain and grow insurance knowledge through education opportunities and pursuit of designation(s) as appropriate.
• Perform other duties and special projects as requested.

Benefits

• Family-owned insurance brokerage
• People-first mindset
• Thoughtful solutions
• Culture where people come first
• Careers supported with purpose
• Going above and beyond is the standard
• Team that treats one another like family
• Works together to make a meaningful impact

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level