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Client Service Manager

1 month ago

Cleveland, United States Harrison Gray Search Full time

The Opportunity:

The Client Service Manager is responsible for providing consistent service and support to identified clients, managing or directing all day-to-day service needs. This role involves interacting in a consultative and collaborative manner to develop innovative solutions for clients. The goal is to deliver a positive client experience, resulting in client retention and growth, while building long-term relationships with clients and vendor partners.


Are You a Match?

The Client Service Manager excels in delivering prompt, accurate, and thoughtful service to clients, consistently responding to inquiries within 24 hours. With 3-5+ years of experience in middle market commercial lines, a property and casualty insurance license in good standing is required.


In This Role, You Will Execute On:

  • Managing a middle market commercial book of business in direct support of local office operations, with an approximate book size of $500,000 in revenue.
  • Providing prompt, accurate, and thoughtful service to clients by meeting or exceeding their needs.
  • Identifying and placing quality programs with competitive pricing and favorable terms for new and existing clients.
  • Producing accurate and thorough written submissions and proposals using Word, Excel, and PowerPoint.
  • Maintaining accurate client records within the agency management system, Epic.
  • Analyzing programs, coverages, loss runs, and pricing.
  • Developing and maintaining strong relationships with clients and vendor partners.


In This Role, You’ll Need:

  • Client/Quality Focus: Anticipates, monitors, and meets the needs of clients, responding to them appropriately. Demonstrates a commitment to understanding clients' business needs and continually seeks to provide a trusted advisor level of service.
  • Organization and Planning: Ability to plan, prioritize, and organize work to meet or exceed deadline expectations.
  • Attention to Detail: Ensures work is comprehensive and error-free.
  • Coachable: Quick learner with the ability to take direction and constructive feedback.
  • Communication: Effectively conveys information and expresses thoughts and facts. Demonstrates strong listening skills and is open to other people's ideas and thoughts.
  • Emotional Intelligence/Inclusiveness: Interacts appropriately with all team members, visitors, carriers, and community partners, without regard to individual characteristics.
  • Fluency in Chinese is a plus but not required.