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Hylant · 2 months ago

Client Service Manager - Private Client Insurance

Toledo, OH

Full-time

Onsite

Mid Level

Hylant is a full-service insurance brokerage with over 20 offices in over eight states. They are seeking a Client Service Manager to provide exceptional service to High Net Worth clients while managing and growing the assigned book of business.

Insurance

Growth Opportunities

Responsibilities

Provide prompt, accurate and thoughtful service to clients striving to exceed client’s expectations

Establish and maintain good relationships with carrier underwriters

Ability to quote, process changes, pull coverage forms, use carrier websites

Review coverages and make suggestions for new coverages

Round out current policies with missing lines

Proactively remarket when needed

Process certificates and evidences of insurance

Negotiate with carriers for positive client outcomes on pricing, underwriting, applications being required

Produce quality proposals in epic or excel spreadsheets for renewals and new business

Ability to manage and maintain accurate records for the clients within EPIC

Understand multiple lines of coverages and be able to meet with clients to explain coverages and assist with billing questions

Qualification

Applied EPICClient Relationship ManagementAnalytical SkillsAttention to DetailCommunicationFlexibility/AdaptabilityFollow-through on CommitmentsListening SkillsCreativity/InnovationTechnology OrientationOrganizationPlanningWork Ethic

Required

Exceptional communication skills

Relationship development skills

Ability to effectively multi-task

Managing client requests

Prioritizing projects

Working with tight deadlines

Working knowledge of Applied EPIC

Ability to quote, process changes, pull coverage forms, use carrier websites

Review coverages and make suggestions for new coverages

Round out current policies with missing lines

Proactively remarket when needed

Process certificates and evidences of insurance

Negotiate with carriers for positive client outcomes on pricing, underwriting, applications being required

Produce quality proposals in epic or excel spreadsheets for renewals and new business

Ability to manage and maintain accurate records for the clients within EPIC

Understand multiple lines of coverages and be able to meet with clients to explain coverages and assist with billing questions

Analytical Skills – Ability to structure and process qualitative or quantitative data and create insightful conclusions, then move conclusions into action

Attention to detail – Does not let important details slip through the cracks or derail a project

Relationship Development – Has the ability to develop, maintain, strengthen and repair partnerships with others inside or outside of the organization who can provide information, assistance or support

Communication – Ability to understand client desires and ensure the need and desires are understood. Ability to comprehend and provide direction without overuse use of verbose

Flexibility/Adaptability – Adjusts to changing priorities and necessitates of the client. Cooperates fluently through complexity and diversity

Follow-through on commitments – Lives up to verbal and written agreements, regardless of personal cost

Listening Skills - Comprehends client needs and desires and can fulfill to highest potential. Understands viewpoint of client, along with addition of customized useful information

Creativity/innovation – Generates new and innovative approaches to problems

Technology Orientation – Demonstrates proficiency in the technical knowledge of one's field. Commits to continuous learning including the understanding and application of technologies (hardware, software, equipment and processes)

Organization and Planning – Plans, organizes, schedules, and budgets in an efficient, productive manner. Focuses on key priorities

Work ethic – Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard