Client Service Manager - Employee Benefits Insurance

Hylant•Toledo, OH

About The Position

Provide support to clients for an assigned book of business. In this role, this individual 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 from accredited institution, preferably in business, insurance, risk management or similar field of study. Equivalent combination of education and work experience may be considered.
Three (3) or more years of relevant insurance experience.
Active Life & Health License or the ability to obtain within 90 days of employment.
Intermediate Microsoft Office skills (Excel, Word, PowerPoint, One Note and Outlook)
Familiarity with agency management system (Applied EPIC preferred)
Demonstrated customer service mindset with both internal and external customers
Exceptional time management and organization skills
Excellent attention to detail
Oral and written communication skills, including in person and virtual presentation skills
Ability to work well in a dynamic team environment
Occasional need for schedule flexibility
Ability and willingness to travel by car or airplane for meetings, conferences, or other business-related functions
Must be legally authorized to work in the United States

Nice To Haves

Applied EPIC preferred

Responsibilities

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 internal team 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, collaborating with the internal team in our agency management system (Epic).
Lead and 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 business growth through account rounding efforts; assess business and human capital to identify risks or gaps in coverage. Collaborate with internal specialty teams to develop and present recommendations to clients.
Serve as a back-up at all support levels as needed.
Lead Client Engagement Strategy (CES) for assigned clients, ensuring all appropriate internal team members are included.
Responsible for educating clients on all compliance requirements in partnership with our Compliance Resource Group as appropriate.
Maintain and grow insurance knowledge through education opportunities.
Perform other duties and special projects as requested.