Client Service Manager - Real Estate Insurance
HylantIndianapolis, Indiana
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Overview
Schedule
Full-time
Career level
Director
Remote
Hybrid remote
Benefits
Career Development
Tuition/Education Assistance
Job Description
Description
The Opportunity:
Responsible for external support to clients for an assigned book of business, ensuring service levels produce a positive experience for real estate clients resulting in client retention while building long term relationships with our clients.Target Book of Business:$750K - $1.5MM in the mid to large market commercial space
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.
- 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.
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.
#LI-Hybrid
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FAQs About Client Service Manager - Real Estate Insurance Jobs at Hylant
What is the work location for this position at Hylant?
This job at Hylant is located in Indianapolis, Indiana, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Hylant?
Employer has not shared pay details for this role.
What employment applies to this position at Hylant?
Hylant lists this role as a Full-time position.
What experience level is required for this role at Hylant?
Hylant is looking for a candidate with "Director" experience level.
What benefits are offered by Hylant for this role?
Hylant offers following benefits: Career Development and Tuition/Education Assistance for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Hylant?
You can apply for this role at Hylant either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.