Client Service Manager - Private Client Insurance
Indianapolis, IN job
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.
#LI-Remote
Auto-ApplyClient Service Specialist - Private Client
Indianapolis, IN job
The Opportunity:
The Client Service Specialist is responsible for providing a consistent level of service and support to identified clients and teams, handling or directing daily service needs while interacting in a consultative and collaborative way to deliver a “best in class” client experience resulting in client retention and growth while building long term relationships with our clients, colleagues, and vendor partners. In This Role You Will Execute On:
Respond to and appropriately document routine client inquiries; escalate complex inquiries to more senior staff.
Process daily service needs such as change requests, endorsements, proofs, audits and other policy related documents.
Manage activities and follow-ups to document and accomplish open items in expected timeframe.
Review and process policies and endorsements for accuracy of coverage, policy, content, and form completion; address or escalate any discrepancies for resolution.
Assist and support new and renewal processes including gathering information, document preparation, binding, marketing, and other needs as directed.
Assist with client documentation preparation such as creating branded templates and developing basic content for proposals, stewardship, presentations, etc.
Leverage Hylant technology, tools and resources ensuring all internal systems, client portals, and assigned account details are proactively managed and meet client needs.
Assist in the research of invoicing and billing questions or issues.
Drive completion of Surplus Lines process for non-admitted placements including documentation and invoicing to ensure the Surplus Lines team can manage necessary and accurate state filings.
Perform other duties and special projects as requested.
In This Role You'll Need:
Bachelor's degree in business, insurance, risk management, or similar field of study. Equivalent combination of education and work experience may be considered.
Two (2) or more years of insurance client service experience.
Active Property & Casualty License
Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)
Basic analytical skills
Excellent attention to detail
Exception oral and written communication skills
Ability to work well in a team environment.
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 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. #LI-Hybrid
Auto-ApplyAccount Executive - Employee Benefits
Indianapolis, IN job
Description The Opportunity:The Account Executive will serve as a partner to Market Presidents, Managing Partners, Client Executives, and service team members acting as a strategic advisor for an existing book of business. This position will manage and retain clients, proactively identifying new business opportunities and collaboratively supporting the design, marketing, and implementation of solutions for an assigned client portfolio in the Employee Benefits insurance space. In This Opportunity You Will Execute On:
Manage a book of business focusing on client strategy, growth and retention; facilitate the development, maintenance, and execution of client service delivery strategies.
Collaborate with service leadership to provide guidance and direction to the service team ensuring strategies are effectively designed, communicated, and implemented to meet goals and deliverables.
Strengthen the firm's relationships with existing clients and drive continuous improvements with an ultimate focus on business retention and growth.
Serve as a strategic consultant to clients and internal stakeholders demonstrating a deep technical knowledge of insurance and risk management.
Cultivate relationships with clients, prospects, carrier partners and other stakeholders to drive client retention; demonstrate a deep understanding of needs to identify and provide Hylant solutions to meet these needs across business lines.
Provide support to Managing Partners and Client Executives (CE) in managing accounts and act as, or on behalf of, the CE when/if needed.
Manage negotiations on all commission and fee arrangements in accordance with standard pricing guidelines (exceptions require management pre-approval).
Represent Hylant at trade and industry events.
Effectively collaborate and communicate with leadership at all levels (i.e., office, region, business unit) providing updates on client and market intelligence needed to align strategies with business goals.
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.
Seven (7) or more years of sales and/or service experience in the insurance industry.
Active Property & Casualty or Life & Health License
Advanced knowledge of insurance lines of coverage in Employee Benefits
Advanced Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)
Working knowledge of Hylant's Agency Management System(s) (AMS).
CIC, CPCU, ARM or CRM designation required
Valid Resident State Driver's License required
Excellent attention to detail, oral and written communication skills
Ability to work well in a team environment.
Ability and willingness to travel by car or airplane for meetings, conferences, or other business-related functions.
Must be legally authorized to work in the United States
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 eight states. And since the founding of our family-owned business 90 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.#LI-Hybrid
Auto-ApplySummer 2026 Internship: Marketing
Indianapolis, IN job
Description The Opportunity:Get ready to embark on a summer journey that will both challenge and inspire you while paving the way for success in the insurance industry. The Hylant Internship Program will offer you an exceptional opportunity to join a cohort of other talented interns, where you'll gain practical experience, build vital skills, and forge meaningful connections within the insurance industry. The Hylant Summer Internship Program Hylant summer interns will have the opportunity to…
Gain meaningful work experience, participating in projects and work that impact our business on a deep level.
Participate in summer-long professional development courses to help you discover your full-potential and hone your soft skill sets.
Network with all levels of colleagues including executive leadership team members in both formal and informal settings. Build your personal brand and expand your reach in the insurance industry!
Be exposed to the risk management industry. All interns will go through a six-week “Intro to Insurance” self-guided course, where you'll learn the lingo, common business practices, and how insurance works. Those at junior or senior standing who complete their internship successfully will be eligible to apply for a $5,000 scholarship!
Work collaboratively with a team, mentored by Hylant leaders, all summer-long! The Hylant Innovation Challenge provides you with the opportunity to research and act as a consultant to the Hylant executive leadership team, solving for questions facing Hylant today and proposing real business solutions.
Experience a professional environment and award-winning culture. Hylant has been rated a Best Place to Work in Insurance for 16 years straight! Experience office culture, a fun and dynamic environment, and a place where you can set goals, be mentored, learn, grow and thrive.
Meet clients, carriers and vendors. Many internships offered at Hylant will afford you the opportunity to meet clients or carriers, shadow calls, or even visit on-site!
Visit multiple Hylant offices to expand your network, build relationships and experience our culture, and most importantly, have FUN!
This specific internship will support our Marketing department. In this internship you can expect to:
Assist in creating content for social media, email campaigns, and blogs.
Hep track and report on campaign performance and engagement metrics.
Conduct market research and competitor analysis.
Update and maintain marketing databases and CRM systems.
Collaborate with team members on branding and promotional strategies.
Take on projects that support the team where necessary.
Do YOU have what it takes? To qualify for this opportunity candidates should...
Be of rising junior, senior, or graduate-level standing at an accredited college or university. Hylant will also accept applications of students who have graduated and earned a college degree within the past seven months.
Maintain an average GPA of 3.0 or higher.
Have the ability to work from one of our office locations nationwide.
Have the ability to work from May 18-August 7, 2026. Some flexibility may be offered.
Have interest in a long-term career in insurance.
Be involved in extracurricular activities and/or have a part-time job. While not required, we highly recommend getting involved!
Major in Risk Management and Insurance, Marketing, Advertising, Marketing Analytics, Business Administration, Communications, or Public Relations. While not required, some background in these industries will help!
Be authorized to work for any U.S. employer.
*Hylant is unable to provide H-1B visa sponsorship at this time. We welcome your application if you meet the requirements above! Please allow some time for review of your submission. Thank you in advance for your patience! 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.
Auto-ApplyPresident, Accelevate Advisors (Ancillary Benefits)
Indianapolis, IN job
The Opportunity:
The President of Accelevate will serve as the visionary and executive leader for Hylant's Center of Excellence for Ancillary Benefits Marketing, accountable for setting strategic direction, driving growth for both internal Hylant teams and external third-party broker partners. This role will balance strategic leadership, business development, and establish Accelevate as the premier solution for ancillary benefits marketing in the marketplace. As both an internal and external-facing leader, the President will champion Accelevate's value proposition, cultivate key broker and carrier relationships, and oversee a high-performing team to ensure the business achieves its growth, profitability, and client satisfaction goals.In This Opportunity You Will Execute On:
Define and execute the multi-year strategic plan for Accelevate, aligning with Hylant's enterprise vision.
Drive new business development with third-party brokers and strategic partners, positioning Accelevate as the preferred general agency solution.
Identify and capitalize on market trends, product opportunities, and competitive positioning to expand Accelevate's market share.
Serve as the chief ambassador for Accelevate at industry events, conferences, and in high-value client meetings.
Build and maintain deep relationships with top-tier brokers, agencies, and carrier partners to drive growth and mutual value.
Collaborate with the Employee Benefits COO to negotiate and manage carrier contracts to ensure competitive products, compensation arrangements, and long-term alignment.
Collaborate with Hylant regional leaders, producers, and account teams to integrate Accelevate solutions into broader client strategies.
Provide executive oversight of the Director of Operations to ensure operational efficiency, scalability, and service excellence.
Approve annual business plans, budgets, and key investments to support infrastructure, staffing, and technology.
In This Role You Will Need:
10+ years of leadership experience in insurance operations, general agency, employee benefits, or related financial services, including executive-level P&L responsibility.
Proven track record of driving revenue growth through broker distribution channels and strategic partnerships.
Deep knowledge of ancillary benefits products (dental, vision, life, disability, worksite, etc.)
Strong executive presence with exceptional communication, negotiation, and relationship-building skills.
Demonstrated ability to lead complex initiatives, scale business operations, and deliver consistent profitability.
Experience integrating technology and process improvement for operational scalability.
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 seven states. And since the founding of our family-owned business 90 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.
#LI-Hybrid
Auto-ApplySenior Claims Representative
Carmel, IN job
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Brown & Brown is seeking a Senior Claims Representative to join our growing team in Carmel, IN!
The Senior Claims Representative manages high priority accounts and catastrophic claims.
How You Will Contribute:
Maintain a claim inventory as deemed appropriate by management
Verify, research evaluate and make recommendations on appropriate coverage on each claim, using discretionary judgment
Make timely contact with members, injured workers, agents, providers, attorneys, etc.
Investigate claim with phone interviews/emails and obtain appropriate documentation
Evaluate exposure and adjust reserves as required
Conclude claim processing in accordance with company standards
Meet with members, agents, injured workers, attorneys, etc. as deemed necessary
Provide training and act as a mentor for members and other claims personnel
Travel to annual workers compensation conference and/or attend educational seminars
Other job-related projects or assignments as delegated
The Sr. Claims Representative will maintain and uphold a high standard for customer service.
Licenses and Certifications:
Insurance and/or Industry certification or designation
Skills & Experience to Be Successful:
Associate's or Bachelor's degree in business, financial related discipline,
or Human Resources (preferred)
Proficient with Microsoft, Windows, Excel, IVOS, etc.
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
3 - 5 years' experience in similar position
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
Health Benefits
: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits
: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness
: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits
: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
Auto-ApplyIT Specialist
Indianapolis, IN job
Job Description
The IT Specialist serves as the front line of technology support, handling Tier 1/2 tickets, hardware deployment, and user onboarding coordination. This role provides timely response to common issues while delivering a positive end user experience.
If you're looking to join a team positioned to make a big impact in a growing organization, that supports a growth mindset and sees solutions, rather than roadblocks. Gregory & Appel's Indianapolis IT team could be the best place for you!
Help Desk & Support
Provide Tier 1/2 technical support via phone, email, and in person
Manage help desk ticket queue with focus on SLA adherence
Escalate complex issues to Systems Administrators
User Onboarding & Offboarding
Set up workstations and equipment for new hires
Provide new hire IT orientation
Ensure collection of equipment from departing employees in conjunction with HR processes
Assess and prepare equipment for redistribution
Hardware & Equipment
Deploy and support laptops, workstations, printers, and peripherals
Support conference room technology
Maintain hardware inventory and asset tracking
Coordinate equipment repairs and warranty claims
Software & Access Support
Install and configure applications; troubleshoot software issues
Process password resets and account unlocks
Assist with MFA enrollment and authentication issues
Submit access requests per established procedures
Network
Perform basic network troubleshooting (connectivity issues, Wi-Fi access)
Documentation & Training
Create and maintain knowledge base articles
Provide basic end-user training on common applications and security best practices
Document recurring issues and solutions
Stay current on emerging technologies and industry best practices
Ideal candidates will be innovative, constantly seeking ways to improve, a results-oriented thinker, a team player, and hold an unwavering commitment to excellence. If this is you, please read on!
Work Environment
Hybrid schedule: During onboarding/new hire training, 5 days onsite. Once onboarding is complete, position is 4 days in office per week (Mon, Tues, Wed, Thurs). Remote on Fri, unless business needs require in office
Years of Experience: 2 to 4 years in an IT support role
Education: Associate's or Bachelor's degree in Information Technology, Computer Science, or related field; or equivalent experience
Required Experience:
Windows 10/11 troubleshooting and support
Microsoft 365 applications (Outlook, Teams, SharePoint, OneDrive)
Hardware deployment and troubleshooting (laptops, desktops, printers, peripherals)
Ticketing systems and help desk processes
Preferred Qualifications:
Experience with endpoint management tools (NinjaOne, Intune, or similar)
Familiarity with Active Directory and basic user account management
Understanding of MFA and SSO concepts
Experience in an insurance, financial services, or professional services environment
CompTIA A+, Microsoft 365 Certified, ITIL Foundation, or related professional certifications
Benefits:
Why You'll Love Working Here
Flexible PTO, extended holiday calendar & hybrid/remote options
Medical, Dental, Vision, Life Insurance
Tuition reimbursement & professional development support
A culture that values diversity, community giving (10% of profits donated), and employee growth.
A people-first culture with Belonging, Giving, Innovation, Growth, Insight that serve as our agency's Guiding Principles.
Competitive pay and benefits with flexibility and balance.
Join a team that invests in you, supports your success, and makes a difference in the community.
Apply today to grow with Gregory & Appel!
Sales Operations & Marketing Coordinator
Indianapolis, IN job
The Opportunity:
The Sales Operations & Marketing Coordinator role will support the day-to-day sales and marketing efforts of Client Executives (CEs) in a specific region. This position assists with refining sales materials, coordinating proposals, conducting account research, and maintaining CRM and platform workflows. It offers a valuable opportunity for early-career professionals to build practical experience in sales operations and marketing support while contributing to a collaborative team environment.
In This Role You Will Execute On:
Sales Advocacy & Support:
Assist CEs in building sales email templates, sequences, and loading documents in HubSpot
Assist with creating and updating Hylant employee bios for use in proposals and sales presentations
Support the formatting and polish of sales presentations and slide decks
Support data entry needs for managing partners
Proposal Management:
Serve as the designated RFP coordinator for your assigned region
Manage RFP intake and support CEs in crafting compelling proposals
Lead Intelligence & Research:
Conduct research on target accounts, buying signals, and market triggers
Deliver high-quality leads to CEs and surface cross-sell opportunities within books of business
Monitor company and industry news to identify strategic outreach opportunities
Platform and Process Support:
Assist in CRM updates, data hygiene, and dashboard building
Provide user support for tools like HubSpot, ZoomInfo, and LinkedIn Sales Navigator
Monitor platform adoption and share feedback with the Sales Advocacy team
Marketing Coordination:
Triage and fulfill marketing help desk requests for your assigned region; route projects to the most appropriate senior team member
Support local marketing initiatives under the direction of the Marketing team
Contribute to marketing projects such as campaigns, small local events, and collateral development
Administrative and Internal Projects:
Assist with the Hylant employee bio process and maintain proposal management system updates
Conduct industry or content research as requested by the Marketing or Sales Advocacy team
Track and submit departmental expenses for assigned projects
Assist in facilitating quarterly Sales Advocacy newsletters
Organizational Learning:
Gain a working knowledge of the Marketing and Sales Advocacy team's tools, processes, and standards
Build an understanding of the insurance brokerage industry and Hylant's operating model
In This Role You Will Need:
Bachelor's degree in Marketing, Business, Communications, or related field preferred
Minimum of 1-2 years of professional experience in a business or support role (2-4 years of marketing experience and/or internships preferred)
Must live in or be willing to relocate to the Indianapolis metro area
Hybrid work environment (in office 3 days per week)
Strong organizational and communication skills
Proficiency with Microsoft Office; familiarity with CRM platforms (HubSpot) a plus
Ability to manage multiple projects with competing deadlines
Positive, proactive, and resourceful mindset
Occasional travel (Estimated less than 10% annually, typically 1-2 weeks per year) for training or company events
Why Hylant?
A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with 20 offices in eight states. 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.
#LI-Hybrid
Auto-ApplySummer 2026 Internship: Global Captive Solutions
Indianapolis, IN job
Description The Opportunity:Get ready to embark on a summer journey that will both challenge and inspire you while paving the way for success in the insurance industry. The Hylant Internship Program will offer you an exceptional opportunity to join a cohort of other talented interns, where you'll gain practical experience, build vital skills, and forge meaningful connections within the insurance industry. The Hylant Summer Internship Program Hylant summer interns will have the opportunity to…
Gain meaningful work experience, participating in projects and work that impact our business on a deep level.
Participate in summer-long professional development courses to help you discover your full-potential and hone your soft skill sets.
Network with all levels of colleagues including executive leadership team members in both formal and informal settings. Build your personal brand and expand your reach in the insurance industry!
Be exposed to the risk management industry. All interns will go through a six-week “Intro to Insurance” self-guided course, where you'll learn the lingo, common business practices, and how insurance works. Those at junior or senior standing who complete their internship successfully will be eligible to apply for a $5,000 scholarship!
Work collaboratively with a team, mentored by Hylant leaders, all summer-long! The Hylant Innovation Challenge provides you with the opportunity to research and act as a consultant to the Hylant executive leadership team, solving for questions facing Hylant today and proposing real business solutions.
Experience a professional environment and award-winning culture. Hylant has been rated a Best Place to Work in Insurance for 16 years straight! Experience office culture, a fun and dynamic environment, and a place where you can set goals, be mentored, learn, grow and thrive.
Meet clients, carriers and vendors. Many internships offered at Hylant will afford you the opportunity to meet clients or carriers, shadow calls, or even visit on-site!
Visit multiple Hylant offices to expand your network, build relationships and experience our culture, and most importantly, have FUN!
This specific internship will support our Global Captive Solutions department. Internships within this department could be within Captive Management or Captive Consulting. Please specify your interests in your application. In this internship you can expect to:Captive Management:
Assist in preparing financial statements and regulatory filings for captive insurance entities.
Help maintain compliance documentation for various domiciles.
Support day-to-day operations including premium invoicing and claims tracking.
Organize board meeting materials and assist with meeting logistics.
Update internal systems with policy and financial data.
Conduct research on domicile regulations and industry standards.
Shadow board meeting preparation and client meetings.
Take on projects that support the team where necessary.
Captive Consulting:
Support feasibility studies by gathering and analyzing client data.
Assist in modeling alternative risk financing scenarios.
Conduct research on industry trends, benchmarking, and captive structures.
Help prepare client presentations and strategic recommendations.
Collaborate with consultants on client deliverables and project planning.
Participate in meetings to observe client interactions and consulting strategies.
Take on projects that support the team where necessary.
Do YOU have what it takes? To qualify for this opportunity candidates should...
Be of rising junior, senior, or graduate-level standing at an accredited college or university. Hylant will also accept applications of students who have graduated and earned a college degree within the past seven months.
Maintain an average GPA of 3.0 or higher.
Have the ability to work from one of our office locations nationwide.
Have the ability to work from May 18-August 7, 2026. Some flexibility may be offered.
Have interest in a long-term career in insurance.
Be involved in extracurricular activities and/or have a part-time job. While not required, we highly recommend getting involved!
Major in Risk Management and Insurance, Sales, Accounting, or Finance. While not required, some background in these industries will help!
Be authorized to work for any U.S. employer.
*Hylant is unable to provide H-1B visa sponsorship at this time. We welcome your application if you meet the requirements above! Please allow some time for review of your submission. Thank you in advance for your patience! 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.
Auto-ApplyEmployee Benefit Account Manager
Carmel, IN job
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Brown & Brown is seeking an Account Manager to join our growing team in Carmel, IN!
The Account Manager will retain clients through servicing and management of client relationships both internally and externally. Collaborate with members of the department to deliver exceptional customer service, achieve client satisfaction, and support new business opportunities.
How You Will Contribute:
Manage daily account operations for assigned groups, including eligibility, enrollment, coverage questions, claims issues, ID cards, policy changes, and benefit comparisons.
Build and maintain strong relationships with clients, vendors, and carriers to enhance client retention.
Develop and manage client membership relations, ensuring effective communication and support.
Educate members on benefits programs, legislation, and regulatory requirements.
Provide guidance and documentation on medical, dental, vision, FSA, COBRA, Healthcare Reform, and other benefit topics.
Assist with renewals by gathering claims history, census data, and carrier invoices for health and ancillary coverage.
Ensure compliance with internal standards and client disclosure requirements, including SPDs and employee communications.
Document renewals and compliance activities in the sales management database.
Conduct client visits and presentations, including Open Enrollment meetings and addressing service issues.
Support growth and collaboration through account rounding, referrals, marketing assistance, adherence to agency policies, and ongoing professional development.
Licenses and Certifications:
Insurance Producer license in good standing (Life, Health and Accident and other authorities in states needed to service the assigned book of business). Preferred within 90 days of hire.
Skills & Experience to be Successful:
College Degree in a business-related field.
Knowledge of employee benefit insurance coverages and contracts.
Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, PowerPoint and Publisher. Able to create, edit and merge letters, spreadsheets, labels, etc.
Proficient knowledge use of office equipment, including but not limited to copy machines, printers, faxes, binding machines, etc.
2+ years' experience in the Insurance industry, Human Resources or a related field.
#LI-HO1
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
Health Benefits
: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits
: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness
: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits
: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
Auto-ApplyCommercial Insurance Underwriter
Indianapolis, IN job
Description The Opportunity:The Underwriter is responsible for evaluating individual account risk in relation to coverage granted to price and set terms for accounts that will balance written premium, rate, and profitability goals. This position will support management and coworkers with projects through leadership, teamwork, training, and implementation. In This Role You Will Execute On:
Effectively implement the underwriting standards, procedures, coverage forms and rating plans established for each HAS program
Identify acceptable accounts from those submitted by HAS appointed agencies/producers utilizing the HAS Underwriting Guidelines established for each program or plan
Utilize all resources available to determine the terms and premium for each account submitted, including but not limited to: account application, schedules, web-site, driver data, motor vehicle driver reports, news articles, risk management reports, MSB valuations, independent appraisals, IRMI and other resources;
Determine the terms and premium for each account and release a quotation utilizing the HAS underwriting system by or prior to the agent/producer due date
Place necessary reinsurance when exposures exceed program or program delegated authority / capacity
Demonstrate knowledge of coverage forms specific to each assigned program
Demonstrate sound underwriting decisions as demonstrated by file documentation and discussions on facts leading to the decision
Maintain effective file organization
Demonstrate effective planning and organization skills utilized to manage the assigned accounts, projects and performance requirements
In This Role You Will Need:
5+ years of insurance underwriting experience
Bachelor's degree or equivalent combination of education and experience
Excellent communication skills, including listening, speaking and writing
Flexibility and creativity for developing innovative and customized business solutions
Exceptional relationship development and interpersonal skills
Ability to balance diverse and competing workloads
Ability to work well with others in solution of mutual problems; respect the opinions, abilities, and contributions of others; cooperative and open minded in working with others.
Computer literacy for Word, Excel, Outlook and Internet with the ability to create and edit spreadsheets, presentations and correspondence, perform data entry and access data.
Why Hylant? A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with 21 offices in 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. #LI-Hybrid
Auto-ApplySummer 2026 Internship: Benefits or Property & Casualty Sales
Indianapolis, IN job
Description The Opportunity:Get ready to embark on a summer journey that will both challenge and inspire you while paving the way for success in the insurance industry. The Hylant Internship Program will offer you an exceptional opportunity to join a cohort of other talented interns, where you'll gain practical experience, build vital skills, and forge meaningful connections within the insurance industry. The Hylant Summer Internship Program Hylant summer interns will have the opportunity to…
Gain meaningful work experience, participating in projects and work that impact our business on a deep level.
Participate in summer-long professional development courses to help you discover your full-potential and hone your soft skill sets.
Network with all levels of colleagues including executive leadership team members in both formal and informal settings. Build your personal brand and expand your reach in the insurance industry!
Be exposed to the risk management industry. All interns will go through a six-week “Intro to Insurance” self-guided course, where you'll learn the lingo, common business practices, and how insurance works. Those at junior or senior standing who complete their internship successfully will be eligible to apply for a $5,000 scholarship!
Work collaboratively with a team, mentored by Hylant leaders, all summer-long! The Hylant Innovation Challenge provides you with the opportunity to research and act as a consultant to the Hylant executive leadership team, solving for questions facing Hylant today and proposing real business solutions.
Experience a professional environment and award-winning culture. Hylant has been rated a Best Place to Work in Insurance for 16 years straight! Experience office culture, a fun and dynamic environment, and a place where you can set goals, be mentored, learn, grow and thrive.
Meet clients, carriers and vendors. Many internships offered at Hylant will afford you the opportunity to meet clients or carriers, shadow calls, or even visit on-site!
Visit multiple Hylant offices to expand your network, build relationships and experience our culture, and most importantly, have FUN!
This specific internship will support our internal Hylant Sales department (Employee Benefits or Property & Casualty). In this internship you can expect to:
Assist in identifying potential leads through research and outreach in Hubspot.
Help maintain and update lead databases or CRM systems.
Participate in creation of email campaigns under supervision.
Schedule meetings or follow-ups for Client Executives.
Support the creation of promotional materials or social media content.
Help organize and attend community events or webinars to promote services.
Assist in tracking the effectiveness of marketing campaigns.
Learn about different insurance products and how they meet client needs.
Shadow experienced Client Executives during client consultations or sales meetings.
Track sales metrics and prepare weekly or monthly performance reports.
Analyze customer feedback or sales data to identify trends or opportunities.
Assist in competitor analysis and market research.
Maintain communication logs and assist with client retention efforts.
Take on projects that support the team where necessary.
Do YOU have what it takes? To qualify for this opportunity candidates should...
Be of rising junior, senior, or graduate-level standing at an accredited college or university. Hylant will also accept applications of students who have graduated and earned a college degree within the past seven months.
Maintain an average GPA of 3.0 or higher.
Have the ability to work from one of our office locations nationwide.
Have the ability to work from May 18-August 7, 2026. Some flexibility may be offered.
Have interest in a long-term career in insurance.
Be involved in extracurricular activities and/or have a part-time job. While not required, we highly recommend getting involved!
Major in Risk Management and Insurance, Sales, Accounting, Finance, Marketing, Information Technology, Business, Human Resources, or Communications. While not required, some background in these industries will help!
Be authorized to work for any U.S. employer.
*Hylant is unable to provide H-1B visa sponsorship at this time. We welcome your application if you meet the requirements above! Please allow some time for review of your submission. Thank you in advance for your patience! 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.
Auto-ApplyCommercial Lines Account Manager- Indianapolis
Indianapolis, IN job
Job Description
Are you a detail-oriented insurance professional who thrives on building client relationships and delivering outstanding service? At Gregory & Appel, we are looking for a local Commercial Lines Account Manager (AM) to join our growing Indianapolis team. This is a great opportunity to work alongside top industry leaders, support meaningful clients, and advance your career with a company that invests in you and your community.
As a Commercial Lines Account Manager, you will play a vital role in helping clients protect what matters most.
What You'll Do
Manage client accounts, identifying coverage gaps and recommending solutions
Support Producers with new/renewal business, proposals, quotes, and policy accuracy
Handle service requests (certificates, endorsements, audits, cancellations) promptly
Deliver exceptional client service with a fast, professional response
What We're Looking For
Property & Casualty license and 3+ years of commercial insurance service experience
Strong knowledge of insurance products, markets, and underwriting
Excellent communication, organization, and client service skills
Professional designations (CIC, CPCU, CRM, CISR, ARM) preferred
Applied Epic experience preferred but not a deal breaker
Benefits:
Why You'll Love Working Here
Flexible PTO, extended holiday calendar & hybrid/remote options
Medical, Dental, Vision, Life Insurance & 401(k) with match
Tuition reimbursement & professional development support
A culture that values diversity, community giving (10% of profits donated), and employee growth.
A people-first culture with Belonging, Giving, Innovation, Growth, Insight that serve as our agency's Guiding Principles.
Competitive pay and benefits with flexibility and balance.
Hybrid work schedule: Tuesday-Thursday in-office, with flexibility on Mondays and Fridays
Join a team that invests in you, supports your success, and makes a difference in the community.
Apply today to grow with Gregory & Appel!
Associate Risk Analyst - Cyber Insurance
Indianapolis, IN job
The Opportunity:
We're looking for an analytical, detail-oriented Associate Risk Analyst to join our growing team and support our cyber risk practice. This is an exciting opportunity for someone early in their career who's ready to take ownership of a small book of business while gaining valuable experience in cyber risk placement, market engagement, and strategic support.
As an Associate Risk Analyst, you will manage a portfolio of accounts; typically under a smaller threshold, with a primary focus on quoting through digital platforms to efficiently place risk. You'll play a vital role as the cyber liaison, guiding internal stakeholders and helping streamline placements in a complex and evolving coverage space.
In This Role You Will Execute On:
Managing and quoting cyber policies for a designated book of business, using carrier platforms and digital tools.
Collaborating closely with Risk Advisors, Managing Directors, Client Executives, carrier partners and vendors to support a comprehensive, strategic approach to cyber risk.
Serve as a primary point of contact for account teams on cyber-related questions, placements and day-to-day coordination.
Identify appropriate carrier markets for client needs and facilitate timely execution of quote and policies.
Help educate and guide internal account teams to build confidence and consistency in cyber placement workflows.
Stay up-to-date on cyber trends, market appetite shifts, and platform capabilities.
Support initiatives to improve the efficiency and effectiveness of the cyber placement process.
In This Role You Will Need:
Bachelor's degree in Risk Management, Insurance, Business, Cyber Security, Information Technology, or related field.
1 to 3 years of experience in the insurance or risk industry; cyber insurance experience preferred.
Industry designations such as ARM, CIC, and CPCU preferred.
Active Property & Casualty license or the ability to obtain within 90 days of employment.
Excellent organizational and communication skills.
Confidence navigating quoting platforms and working in a fast-paced, digital-first environment.
A collaborative mindset with the ability to foster strong relationships.
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 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.#LI-Hybrid
Auto-ApplyClient Service Associate - Commercial Insurance
Indianapolis, IN job
Description The Opportunity:The Client Service Associate is responsible for supporting the commercial service team by providing excellent service and deliverables to external and internal clients in accordance with Hylant standards. This is a Hybrid position based out of our Indianapolis, IN office. In This Role You Will Execute On:
Grow and develop knowledge in insurance as well as Hylant's servicing tools and processes to obtain Property & Casualty licensure.
Provide general administrative support to client service teams as requested.
Prepare client documentation such as proposals, policies,
Process insurance verification requests including certificates of insurance and automobile identification cards.
Maintain client information in agency management system(s) including initial client set up, client information updates, policy details, document management, and other related information as required.
Request loss run, credentialing, or motor vehicle records or reports.
Process requests for changes to insurance contracts.
Initiate and compile required documents for client submissions; electronically store and share documents with the appropriate client service team member for further action.
Coordinate and distribute client documentation as assigned.
Perform other duties and special projects as requested.
In This Role You'll Need:
High School Diploma or GED equivalent; some college level course work preferred
Familiarity with commercial property & casualty insurance industry preferred
Active Property & Casualty license or the ability to obtain within 90 days of employment.
Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)
Basic analytical skills
Excellent attention to detail
Exception oral and written communication skills
Ability to work well in a team environment.
Must be legally authorized to work in the United States
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 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. #LI-Hybrid
Auto-ApplyAccount Manager
Indianapolis, IN job
Job Description
Personal Lines Account Manager
Client Service Manager - Commercial Insurance
Indianapolis, IN job
Description The Opportunity: The Client Service Manager is responsible for external support to clients for an assigned book of business, ensuring service levels produce a positive experience for clients resulting in client retention while building long term relationships with our clients. 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'll 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? A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with over 20 offices in 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. #LI-Hybrid
Auto-ApplyCommercial Lines Account Executive
Indianapolis, IN job
Job Description
The Commercial Lines Account Executive (AE) works alongside the Producer and provides support in obtaining, maintaining, expanding and servicing accounts. The AE is responsible for assisting the Producer in rounding out the client's account.
The AE possesses more coverage knowledge than that of an Account Manager. The AE should be able to interact with medium-to-large accounts with minimal to no assistance from the producer.Primary Duties
Identifies, designs, and implement placement strategies for the client, encompassing new products and services, identification and selection of target markets, and tailored/unique coverages.
Provide support to producers to help clients and reach agency business goals.
Seeks referrals from clients and follows through to get new accounts.
Review final proposals and help coordinate any presentations according to agency standards.
Helps in negotiating quotes with appropriate carriers.
Help with new business by collecting the required documentation for submissions and review of client contracts.
Advise Account Managers on possible markets for renewal submissions.
AE works to help build and maintain a working and personal relationship with the client alongside the producer.
Maintains knowledge of developments or changes with carriers and new federal/state laws that affect how clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures.
Represents the agency in coordination with producers in handling complaints, arbitrating disputes or resolving grievances; facilitates a productive and amicable working relationship between clients and producers; develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients' needs and facilitates the processing of business.
Assists in the training and development of team members with respects to coverage knowledge as needed.
Pursues professional studies and maintains a familiarity with trends in the industry and with new insurance products, meets with producers and account managers on a regular basis to review and address accounts
QualificationsYears of Experience:
5-7 years of experience as a Senior Account Manager, Underwriter or Producer
Education:
Bachelor's Degree; or combined equivalent years of education and experience
License, Certification, or Registration:
P&C License is required
Benefits:
Benefits
Medical, Dental & Vision
Short-Term & Long-Term Disability
Extended Holiday Weekends
Flexible PTO
Paid Parental Leave
Company Matching Donations
401k, Roth Option & Matching
Life Insurance
Hybrid Work Environment
Wellbeing Coaching
Mental Health Sessions
Tuition Reimbursement
Why Work at G&A?
Gregory & Appel helps organizations and people grow through tailored risk management strategies. From helping companies with their business insurance programs and employee benefits offerings to helping individuals protect their assets - our team is the difference.
Who wouldn't want to work for a company that:
Supports community involvement
Prioritizes diversity, equity and belonging
Invests in your future
Gives 10% of profits back into the community
Employee Benefits Account Executive
Indianapolis, IN job
Job Description
We are seeking a highly motivated, strategic, and client-focused Employee Benefits Account Executive to join our Indianapolis, IN office. This individual will serve as the primary point of contact, quarterbacking the internal service team to ensure client satisfaction, successful renewals, and long-term retention. This is not a traditional Account Manager role-our ideal candidate brings consultative expertise, proactive problem-solving, and executive presence to every interaction.
Essential Responsibilities
Client Leadership
Act as the strategic advisor and relationship owner for a defined book of business.
Lead and execute renewal strategy, presenting cost containment and benefit design recommendations to clients.
Deliver proactive, year-round client communication to ensure satisfaction, compliance, and program alignment.
Conduct client stewardship meetings, open enrollment meetings, and strategy sessions.
Internal Team Leadership
Serve as the internal team lead-delegate tasks, monitor progress, and ensure all client deliverables are executed accurately and on time.
Provide coaching and oversight to Account Managers and other support staff.
Coordinate with Producers to maintain strong communication and client strategy alignment post-sale.
Carrier and Vendor Management
Negotiate plan designs and rates with carriers and vendors on behalf of clients.
Manage and maintain strong relationships with carrier representatives.
Review carrier agreements, contracts, and plan documents for accuracy and compliance.
Compliance and Technical Expertise
Stay current on applicable laws (ACA, ERISA, COBRA, HIPAA, etc.) and advise clients accordingly.
Ensure client benefits programs are compliant and support clients through audits or legal inquiries.
Use benchmarking and financial reporting to inform strategic decisions.
Business Growth
Identify cross-sell and upsell opportunities within existing accounts.
Support Producers in finalist presentations and prospect meetings, as needed.
Champion innovation, operational improvements, and strategic initiatives to continuously elevate the client experience.
Qualifications
Education & Experience
Bachelor's degree in Business, HR, or related field preferred.
8+ years of experience in employee benefits account management or consulting, including large group and self-funded experience.
Active Life and Health Insurance License (required).
Professional designation(s) preferred (CEBS, GBA, RHU, REBC, etc.).
Skills & Attributes
Strong executive presence with excellent verbal and written communication skills.
Demonstrated ability to lead complex client relationships and internal teams.
Deep knowledge of benefits products (medical, dental, vision, life, disability, voluntary), funding arrangements, and compliance requirements.
Ability to juggle multiple priorities with precision, professionalism, and poise.
Proficient in Microsoft Office Suite and agency management systems (e.g., Benelinx, Zywave, etc.).
Benefits:
What Sets This Role Apart
This is a high-impact, client-facing role with strategic autonomy and leadership responsibility. You will have the opportunity to work in partnership with senior leadership and bring elevated service standards to a dynamic book of business.
Client Service Specialist - Real Estate
Indianapolis, IN job
Description The Opportunity: The Client Service Specialist (CSS) position will consistently and effectively develop, enhance, and solidify relationships with the service team by providing exceptional service in accordance with Hylant standards. The CSS role will provide a high level of quality support to the Client Service Managers (CSM) and Client Executives (CE) in the Real Estate Vertical and the handling of the team accounts. In the CSS capacity, the employee will continue to grow and develop insurance surety knowledge in a professional and reliable manner. Are You A Match? The Client Service Specialist will work hybrid based out of one of our offices and needs to have exceptional communication skills, relationship development, and the ability to effectively multi-task. The successful applicant will be a self-directed team player and is driven by prompt, accurate, and thoughtful service to clients. In This Role You Will Execute On:
Providing prompt, accurate, and thoughtful service to Commercial team members and insurance carriers.
Consistently responding to internal and external inquiries within 24 hours of when they are received.
Master and executing on the daily servicing and processing for clients within EPIC (Agency Management System)
Working closely with CSMs on renewals and remarketing tasks including but not limited to: preparation of applications, negotiations with underwriters, obtaining quotes, creating proposals, monitoring stats, and follow-up with client in conjunction with the Alternative Marketing Workflow.
Ensuring support of the Client Engagement Strategy (including scheduling, creating of documents, documentation in EPIC, etc.)
Continuous improvement of professional skills, industry knowledge and key relationships.
Provide backup support for other team members in times of absence.
In This Role You Will Need:
Property & Casualty licensing in good standing
2+ years of insurance service experience
Excellent customer service, time management and communication skills
Strong verbal and email communication skills and knowledge of when to utilize one over the other
Self-directed team player work style
Passion around client management, problem solving and strategic planning
Discipline, organized and efficient, effective at time management
Ability to handle multiple projects at the same time effectively
A high level of accuracy and a strong attention to detail are a must for success in this role
Adherence to Hylant Core Values - Family, Hard Work, Honesty, Respect, and Empathy
Why Hylant? A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with 22 offices in eight states. Since the founding of our family-owned business over 90 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.
#LI-Hybrid
Auto-Apply