Client Service Associate (January 2027) - Commercial Insurance

Hylant • Cincinnati, OH

2d

About The Position

The Client Service Associate begins a client service insurance brokerage training and development journey in Hylant’s Foundations Training & Development Program. The program provides foundational insurance learning experiences and develops the knowledge and skills needed to support Hylant clients, preparing the associate to transition into a dedicated Commercial Property & Casualty client service role. The position has a January 2027 start date.

The role supports client service teams with administrative and document-management work, client data maintenance, insurance verification requests, renewal and submission preparation, and policy and account activities. The associate will learn Hylant’s servicing tools and processes, pursue Property & Casualty licensure, and cross-train in specialized property and casualty or employee benefits functions.

Requirements

• High school diploma or equivalent required.
• Active Property & Casualty License, or ability to obtain one within 100 days of employment.
• Intermediate Microsoft Office skills, including Excel, Word, PowerPoint, and Outlook.
• Ability to organize, plan, and prioritize effectively.
• 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

• Associate or bachelor’s degree preferred.

Responsibilities

• Develop an understanding of and adopt Hylant’s servicing tools and processes.
• Obtain Property & Casualty licensure and develop knowledge of the insurance marketplace, products, and services.
• Provide administrative and document-management support to client service teams, including preparing, printing, binding, and distributing presentations and deliverables; running and distributing reports; and managing physical and electronic client documentation.
• Enter and maintain client information in agency management systems, including client setup, information updates, policy details, and document management.
• Process and distribute insurance verification requests, such as certificates of insurance and identification cards.
• Assist in compiling documents for client renewals and submissions as directed by the appropriate client service team member.
• Assist with policy and account activities by gathering, compiling, and preparing information, and by following up on and processing documents as directed.
• Cross-train in specialized property and casualty or employee benefits functions to gain broad awareness of 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