Client Service Manager - Transportation Insurance

Hylant Group, Inc.

Toledo (OH)

On-site

USD 65,000 - 90,000

Full time

12 days ago

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Job summary

Hylant Group, Inc. in Toledo, Ohio, is seeking a Client Service Manager to deliver exceptional client service for a defined book of business and drive client retention.

You will coordinate with sales for onboarding, oversee renewals, and strengthen relationships with clients and carriers. The role emphasizes proactive risk assessment, accurate data management, and collaboration across internal teams to support growth and long-term partnerships.

Qualifications

  • Bachelor’s degree in business, insurance, risk management, or similar field
  • Three or more years of insurance client service experience
  • Active Property & Casualty license; CIC or CRM designation encouraged

Responsibilities

  • Serve as the lead service contact to clients for the assigned book of business.
  • Oversee client service needs and ensure responsiveness, deadlines and escalation as required.
  • Manage client renewal processes to ensure timely, quality activities.
  • Collaborate with sales to onboard new clients with accurate agency data and files.
  • Pursue growth opportunities within the existing book and pursue cost effective coverage solutions.
  • Build and strengthen relationships with clients, carrier partners, vendors, and internal teams to promote long-term partnerships.
  • Lead client engagement strategy and serve as backup at all support levels as needed.

Skills

Client service
Insurance knowledge
Communication
Team collaboration

Education

Bachelor's degree in business, insurance, risk management, or similar field

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

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. Prior experience managing transportation accounts is highly preferred. 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.

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