Client Service Manager - Commercial Insurance

Hylant

Independence Township (OH)

On-site

USD 65,000 - 90,000

Full time

12 days ago

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Job summary

Hylant is seeking a Client Service Manager to act as the primary service contact for an assigned book of business in the US market. You will oversee client service needs, ensure timely responses, manage renewals, and onboard new clients with accurate agency data.

You will maintain a high client retention ratio, pursue growth within existing accounts, and collaborate with sales, carriers, and internal teams to deliver cost-effective Property & Casualty solutions.

Qualifications

  • Bachelor’s degree in business, insurance, risk management, or similar field; equivalent experience considered.
  • 3+ years of insurance client service experience.
  • Active Property & Casualty License.
  • Intermediate MS Office skills: Excel, Word, PowerPoint, Outlook.
  • CIC or CRM designation encouraged.
  • Strong attention to detail and communication, teamwork.

Responsibilities

  • Serve as the lead service contact to clients for the assigned book of business.
  • Oversee client service needs, ensuring responsiveness, deadlines and escalation.
  • Manage client renewal process with timely, quality activities.
  • Onboard new clients with thorough, accurate files and data.
  • Maintain 96%+ client retention and pursue growth opportunities.
  • Engage carriers, vendors, and internal teams to strengthen relationships.
  • Support growth through account rounding and risk/coverage assessment.
  • Lead Client Engagement Strategy (CES) for assigned clients.
  • Act as back-up at all support levels as needed.

Skills

Client service
Insurance
P&C license
CIC designation
CRM designation
MS Office

Education

Bachelor’s degree in business/insurance

Tools

CRM software
Microsoft Office

Job description

The Opportunity: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 target book of business for a Client Service Manager is between $750,000 to $1,500,000 in revenue in the mid to large market commercial space.In This Role You Will Execute On:Serve as the lead service contact to clients for assigned book of business. This includes oversight of all client service needs and ensuring support team engagement including responsiveness, deadlines and escalation needs.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 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; identify, design, communicate and implement cost effective Property and Casualty solutions to cover risk appropriately. This includes pre-qualifying, reviewing, identifying, and procuring coverages along with focus on gathering business intelligence and managing risk assessment.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.In This Role You Will Need:Bachelor’s degree 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 LicenseIntermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)CIC or CRM Designation encouragedExcellent attention to detail, oral and written communication skillsAbility to work well in a team environment.Why Hylant?Since 1935, Hylant has been a family‑owned insurance brokerage built on relationships, trust, and a people‑first mindset. We believe great work is rooted in understanding people — our clients, our communities, and each other — and delivering thoughtful solutions that rise above the expected.Anything But Typical. Everything for You. isn’t just a message; it’s how we show up. It reflects a culture where people come first, careers are supported with purpose, and going above and beyond is the standard, not the exception. At Hylant, you’re more than an employee, you’re part of a team that treats one another like family and works together to make a meaningful impact.
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