Client Service Manager - Commercial Insurance

Hylant • Cincinnati, OH

129d

About The Position

The Client Service Manager is responsible for external support to clients for an assigned book of business, ensuring service levels produce a positive experience for clients resulting in client retention while building long term relationships with our clients. This is a Hybrid role based out of our Cleveland, OH office.

Requirements

• Bachelor’s degree in business, insurance, risk management, or similar field of study.
• Three (3) or more years of insurance client service experience.
• Active Property & Casualty License.
• Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook).
• CIC or CRM Designation encouraged.
• Excellent attention to detail, oral and written communication skills.
• Ability to work well in a team environment.

Responsibilities

• Serve as the lead service contact to clients for assigned book of business.
• Manage client renewal process ensuring all necessary activities are completed and meet appropriate timing and quality standards.
• In collaboration with sales staff, direct onboarding of new clients ensuring client files and agency management system information is thorough and accurate.
• Maintain a 96% or higher client retention ratio while also consistently working to pursue opportunities for growth within the existing book of business.
• Maintain and enhance relationships with clients, carrier partners, vendors, internal teams and other stakeholders.
• Support business growth through account rounding efforts; assess business and human capital to identify risks or gaps in coverage.
• Lead Client Engagement Strategy (CES) for assigned clients providing oversight and driving client engagement at a 'best practice' level.
• Serve as a back-up at all support levels as needed.
• 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

• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees