Insurance Client Success Manager – Growth & Retention

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

Job summary

Hylant is seeking a Client Service Manager to serve as the lead service contact for an assigned book of business in the mid to large market commercial space. You will oversee client service needs, renewals, onboarding of new clients, and engagement with internal and external stakeholders to sustain a high retention rate and uncover growth opportunities.

The role requires a bachelor’s degree in business, insurance, or risk management and 3+ years of insurance client service experience, with an

Qualifications

• Bachelor’s degree in business, insurance, risk management, or equivalent experience.
• 3+ years of insurance client service experience.
• Active Property & Casualty license.
• CIC or CRM designation encouraged.

Responsibilities

• Serve as lead service contact to clients for assigned book of business.
• Oversee client service needs, ensure team engagement, responsiveness, deadlines and escalation.
• Manage client renewal process with timely, quality execution.
• Onboard new clients with complete and accurate files and agency data.
• Aim for 96%+ client retention while pursuing growth opportunities.
• Build and maintain relationships with clients, carriers, vendors and internal teams.
• Support growth through account rounding and risk/coverage analysis.

Skills

Client relationship management

Attention to detail

Oral and written communication

P&C license

CIC/CRM designation encouraged

Team collaboration

Education

Bachelor’s degree in business/insurance/risk management

Tools

Microsoft Office (Excel/Word/PowerPoint/Outlook)

Job description

Hylant is seeking a Client Service Manager to serve as the lead service contact for an assigned book of business in the mid to large market commercial space. You will oversee client service needs, renewals, onboarding of new clients, and engagement with internal and external stakeholders to sustain a high retention rate and uncover growth opportunities.

The role requires a bachelor’s degree in business, insurance, or risk management and 3+ years of insurance client service experience, with an