Client Service Associate - Hylant Consulting

Hylant • Toledo, OH

17h • Hybrid

About The Position

The Client Service Associate will begin their client service consulting training in the Hylant consulting division. Hylant’s Foundations Training & Development Program. This program offers a robust curriculum of foundational insurance learning experiences, knowledge and skills of Hylant client supporting activities designed to prepare for successful transition to a dedicated Commercial Property & Casualty or Employee Benefits client service role.

Requirements

• High School Diploma or equivalent required; associate or bachelor’s degree preferred.
• Prior experience using Epic Applied Systems strongly preferred but not required.
• Active Property & Casualty license, or Life & Health license strongly preferred but not required.
• Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook).
• Ability to organize, plan and prioritize with effective results.
• Intermediate to advanced communication skills, including listening, speaking and writing.
• Ability to work well in a team environment.
• Must be legally authorized to work in the United States.

Nice To Haves

• Prior experience using Epic Applied Systems strongly preferred but not required.
• Active Property & Casualty license, or Life & Health license strongly preferred but not required.
• associate or bachelor’s degree preferred.

Responsibilities

• Develop an understanding and complete adoption of Hylant’s servicing tools and processes.
• Provide general administrative and document management support to client service teams such as preparation, printing, binding, and distribution of client presentations and other deliverables; run and distribute reports; and physical and electronic client documentation management.
• Perform data entry and maintain client information in agency management system(s) including initial client set up, client information updates, policy details, document management, billing, etc.
• Process and distribute billings both monthly and ad hoc with consulting SOW projects.
• Assist in compiling required documents for client renewals and submissions, as directed by appropriate client service team member.
• Assist in policy/account activities by gathering, compiling and preparing necessary information, and following up and processing documents as directed.
• Cross train in specialized consulting SBUs, property & casualty or employee benefits functions to gain a broad awareness of all client service functions.
• Perform other duties and special projects as requested.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED