Client Service Manager - Commercial Insurance

Hylant Group, Inc.; Indianapolis (IN); On-site; USD 75,000 - 105,000; Full time

Job summary

Hylant Group, Inc. is seeking an experienced client service professional to manage a portfolio of insured clients in a collaborative team environment.

You will serve as the lead service contact, manage renewals, onboard new clients, and maintain strong client relationships while pursuing growth opportunities. A Property & Casualty license and relevant designations are preferred.

Qualifications

• Three or more years of insurance client service experience.
• Active Property & Casualty license (or ability to obtain).
• CIC or CRM designation encouraged.

Responsibilities

• Serve as the lead service contact to clients for assigned book of business.
• Manage client renewal process ensuring activities are completed on time and with quality.
• Direct onboarding of new clients ensuring thorough and accurate files.

Skills

Insurance client service

Microsoft Office

Excel

PowerPoint

Outlook

CRM designation

Education

Bachelors degree in business/insurance

Tools

CRM system

Job description

In This Opportunity 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 License Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook) CIC or CRM Designation encouraged
• Excellent attention to detail, oral and written communication skills
• Ability 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.

Why Hylant?

A Career That's Anything But Typical At Hylant, we don't just offer jobs - we offer careers that grow with you. For over 90 years, our family-owned business has stood for more than insurance. We stand for people. When you join Hylant, you become part of a family that champions support, respect, flexibility, and a healthy work-life balance. It's no surprise we've been named a "Best Place to Work in Insurance" for 17 consecutive years. In 2024 alone, Hylant and our incredible team earned 24 awards, celebrating our commitment to workplace culture, community involvement, and individual achievement. We're proud to be anything but typical in our industry. Here's what makes Hylant different: Opportunity on your terms: Whether you're just starting out or looking to lead, we offer clear career paths, tailored development programs, and the freedom to grow in the direction that fits you best. Relationships that build people up: Our culture is rooted in empathy and collaboration. You'll be surrounded by mentors, teammates, and leaders who care about your success. A chance to make a real impact: From serving clients with integrity to giving back to our communities, your work at Hylant will matter - locally and globally. We invest in our people through programs like the Hylant Career Academy, Leadership Catalyst, and Hylant MBA, and we celebrate the wins - big and small - along the way. If you're looking for a place where you can grow, belong, and make a difference, we invite you to explore what makes Hylant a destination for top talent - and a place where you gain so much more.