Associate Client Service Manager - Employee Benefits Insurance

The Opportunity

Provide support to clients for an assigned book of business. In this role, the incumbent will collaborate with internal resources as needed to ensure client needs are producing a positive experience and client retention. Book of business may vary based on the complexity and number of accounts in the book.

Onboard New Clients

• Serve as the primary service contact to clients for a low to moderately complex assigned book of business.
• Oversight of all client servicing needs, team engagement, responsiveness, deadlines and escalation needs.
• Collaborate with staff to ensure thorough and accurate information needed to meet agency standards.

Manage Client Renewal Process

• Ensure all necessary activities are completed and meet appropriate timing and quality standards.

Relationship Development

• Participate in ongoing relationship development with clients, carrier partners, resources and internal teams and stakeholders to strengthen relationships with the Hylant team and promote long term partnerships.

Support Senior Staff

• Identify, design, communicate and implement cost effective solutions to cover risk appropriately.
• Pre-qualify, review, identify, and procure coverages.
• Focus on gathering business intelligence and managing or assisting with risk assessment.

Client Engagement Strategy Compliance

• Manage Client Engagement Strategy (CES) compliance for assigned clients.

Insurance Knowledge

• Maintain and grow insurance knowledge through education opportunities and pursuit of designation(s) as appropriate.

Other Duties

• Perform other duties and special projects as requested.

Qualifications

• Bachelor’s degree in business, insurance, risk management, or related field of study.
• Two (2) or more years of insurance client service experience.
• Active Life & Health License or the ability to obtain within 90 days of employment.
• Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook).
• Excellent attention to detail, oral and written communication skills.
• Ability to work well in a team environment.