What are the responsibilities and job description for the Client Service Manager - Employee Benefits position at Hylant?
The Opportunity:
Provide support to clients for an assigned book of business in the Indianapolis market. In this role, the incumbent will collaborate with internal resources as needed to ensure client needs are producing a positive experience and client retention.
In This Role You Will Execute On:
- 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.
In This Role You Will Need:
- 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
Why Hylant?
A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with over 20 offices in eight states. And since the founding of our family-owned business 90 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We’re more than an insurance brokerage firm and you’re more than a client, employee or neighbor. You’re family. And that’s just the way we treat you.
Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify.
A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with over 20 offices in eight states. And since the founding of our family-owned business 90 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We’re more than an insurance brokerage firm and you’re more than a client, employee or neighbor. You’re family. And that’s just the way we treat you.
Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify.
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