Client Service Manager - Real Estate Insurance

Hylant • Orlando, FL

101d

About The Position

Responsible for external support to clients for an assigned book of business, ensuring service levels produce a positive experience for real estate clients resulting in client retention while building long term relationships with our clients. Target Book of Business: $750K - $1.5MM in the mid to large market commercial space.

Requirements

• Bachelor’s degree 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 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

• Serve as the lead service contact to clients for assigned book of business, including oversight of all client service needs and ensuring support team engagement.
• Manage client renewal process, ensuring all necessary activities are completed and meet appropriate timing and quality standards.
• Collaborate with sales staff to 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 and 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; identify, design, communicate and implement cost effective Property and Casualty solutions.
• 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.

Benefits

• A Career That’s Anything But Typical
• Careers that grow with you
• Support, respect, flexibility, and a healthy work-life balance
• Clear career paths
• Tailored development programs
• Mentors, teammates, and leaders who care about your success
• Opportunity to make a real impact
• Hylant Career Academy
• Leadership Catalyst
• Hylant MBA

What This Job Offers

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