Client Service Associate - Commercial Insurance

Hylant•Toledo, OH

About The Position

The Client Service Associate will begin their client service insurance brokerage training and development journey in 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.
Active Property & Casualty or Life & Health License, or the ability to obtain within 100 days of employment (limited exam attempts) and maintain in good standing.
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

Responsibilities

Develop an understanding and complete adoption of Hylant’s servicing tools and processes.
Obtain Property & Casualty or Life and Health licensure developing and enhancing knowledge of the insurance marketplace, products, and services.
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 of 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, etc.
Process and distribute insurance verification requests such as certificates of insurance, identification cards, or similar documentation as requested.
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 & processing documents as directed.
Cross train in specialized property & casualty or employee benefits functions to gain a broad awareness of all client service functions.
Perform other duties and special projects as requested.