Client Service Associate - Transportation Insurance

Hylant•Toledo, OH

2d•Onsite

About The Position

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 role involves growing and developing knowledge in insurance and Hylant's servicing tools and processes to obtain Property & Casualty licensure. The associate will provide general administrative support, prepare client documentation, process insurance verification requests, and maintain client information in the agency management system.

Requirements

High School Diploma or GED equivalent
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
Exceptional oral and written communication skills
Ability to work well in a team environment.
Must be legally authorized to work in the United States

Nice To Haves

Some college level course work preferred

Responsibilities

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 and 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.