Client Service Manager - Transportation Insurance

Hylant • Toledo, OH

11d

About The Position

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. The Client Service Manager will manage a book that is between $750,000-$1,000,000 in revenue.

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

• Prior experience managing transportation accounts is highly preferred.
• 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.
• 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; identify, design, communicate and implement cost effective Property and Casualty solutions to cover risk appropriately.
• 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

• Family-owned insurance brokerage built on relationships, trust, and a people-first mindset.
• Culture where people come first, careers are supported with purpose, and going above and beyond is the standard.
• Team that treats one another like family and works together to make a meaningful impact.

What This Job Offers

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