Client Service Associate - Employee Benefits

Hylant•Cleveland, OH

About The Position

In this position, the incumbent will begin their insurance brokerage training and development journey and is responsible for supporting assigned service teams by providing excellent service and deliverables to internal stakeholders in accordance with Hylant standards. This role involves growing and developing knowledge in insurance as well as Hylant’s servicing tools and processes to obtain a Life & Health Insurance License. The associate will cross-train to support all benefit functions including implementation, advocacy, compliance, marketing, member engagement, health strategies, and data analysis. The role provides high-volume tactical client service support to client service teams as requested, including running and distributing reports, reviewing and entering information into systems, liaising with external partners, gathering and distributing information for client deliverables, and assisting in the preparation of client presentations. Additionally, the associate will provide backup to local administrative support and perform other duties and special projects as requested.

Requirements

High School Diploma or equivalent required.
No prior experience required.
Active Life & Health License, or the ability to obtain within 100 days of employment (limited exam attempts) and maintain in good standing.
Proficient in Word, Excel, PowerPoint and Outlook.
Ability to organize, plan and prioritize with effective results.
Intermediate to advanced communication skills, including listening, speaking and writing.
Must be legally authorized to work in the United States.

Nice To Haves

Associates or bachelor’s degree preferred.
Internship or exposure to a professional work environment preferred.

Responsibilities

Begin insurance brokerage training and development.
Support assigned service teams by providing excellent service and deliverables to internal stakeholders.
Grow and develop knowledge in insurance and Hylant’s servicing tools and processes.
Obtain Life & Health Insurance License.
Cross-train to support all benefit functions (implementation, advocacy, compliance, marketing, member engagement, health strategies, and data analysis).
Provide high volume tactical client service support to client service teams.
Run reports and distribute to internal teams.
Review, audit, and enter information into appropriate systems.
Liaise with external partners to maintain client information in appropriate systems.
Gather, compile, and internally distribute information to support client deliverables.
Assist in the preparation, printing and binding of client presentations and other deliverables.
Provide backup to local administrative support as requested.
Perform other duties and special projects as requested.