Client Service Associate - Employee Benefits

Hylant • Cleveland, OH

1d

About The Position

The Client Service Associate begins an insurance brokerage training and development journey and supports assigned service teams by providing excellent service and deliverables to internal stakeholders in accordance with Hylant standards. The role develops knowledge of insurance and Hylant’s servicing tools and processes, with the goal of obtaining a Life & Health Insurance License. The associate cross-trains to support benefit functions including implementation, advocacy, compliance, marketing, member engagement, health strategies, and data analysis. The position also provides high-volume tactical client service support, backup local administrative support, and assistance with other duties and special projects as requested.

Requirements

• High school diploma or equivalent required.
• Active Life & Health License, or ability to obtain one within 100 days of employment with limited exam attempts, and maintain it in good standing.
• Proficiency in Word, Excel, PowerPoint, and Outlook.
• Ability to organize, plan, and prioritize effectively.
• Intermediate to advanced communication skills, including listening, speaking, and writing.
• Must be legally authorized to work in the United States.

Nice To Haves

• Associate or bachelor’s degree preferred.
• Internship experience or exposure to a professional work environment preferred.

Responsibilities

• Develop knowledge of insurance and Hylant’s servicing tools and processes to obtain a Life & Health Insurance License.
• Cross-train to support 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 them 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 with preparing, printing, and binding client presentations and other deliverables.
• Provide backup to local administrative support as requested.
• 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