Associate Client Service Manager - Real Estate Insurance

Hylant • Cincinnati, OH

22h • Hybrid

About The Position

Provide support to clients for an assigned book of business, typically up to $500K total revenue. In this role, the incumbent will collaborate with internal resources as needed to ensure client needs are producing a positive experience and client retention for real estate clients.

Requirements

• Bachelor’s degree business, insurance, risk management, or similar field of study. Equivalent combination of education and work experience may be considered.
• Two (2) or more years of insurance client service experience.
• 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.

Nice To Haves

• CIC or CRM Designation encouraged

Responsibilities

• With guidance, 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 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 Property and Casualty 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.
• With guidance, 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 assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees