What are the responsibilities and job description for the Client Service Manager - Private Client position at Hylant?
The Opportunity
The Client Service Manager will consistently provide the highest level of day-to-day client service to High Net Worth clients. This individual will help grow the assigned book and contribute to the overall growth, retention and profitability of the book and insurance department.
Are You A Match?
The Client Service Manager needs to have exceptional communication skills, relationship development and the ability to effectively multi-task. Managing client requests, prioritizing projects, and working with tight deadlines are all essential to success in this role. Working knowledge of Applied EPIC is a plus.
In This Role You Will Execute On:
- Book Management & Client Support: 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
In This Role You'll Need:
- 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.
Why Hylant?
A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with over 20 offices in over eight states. And since the founding of our family-owned business over 85 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We’re more than an insurance brokerage firm and you’re more than a client, employee or neighbor. You’re family. And that’s just the way we treat you.
Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify.
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