Client Service Associate - China Practice

Hylant•Toledo, OH

17d

About The Position

The Client Service Associate – China Practice begins an insurance brokerage training and development journey, supporting assigned service teams by providing excellent service and deliverables to internal stakeholders in accordance with Hylant standards. The associate develops knowledge of insurance and Hylant’s servicing tools and processes, cross-trains across benefit functions, and provides tactical client service and administrative support. The role requires obtaining and maintaining a Life & Health Insurance License.

Requirements

High school diploma or equivalent required.
Active Life & Health Insurance License, or ability to obtain it 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 or exposure to a professional work environment preferred.
Fluency in Chinese or Mandarin preferred.

Responsibilities

Develop knowledge of insurance and Hylant’s servicing tools and processes to obtain a Life & Health Insurance License.
Cross-train to support benefit functions, including implementation, advocacy, compliance, marketing, member engagement, health strategies, and data analysis.
Provide high-volume tactical client service support to client service teams as requested.
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.