Client Service Associate (January 2027) - Commercial Insurance

Hylant • Cincinnati, OH

1d

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 associate develops familiarity with Hylant’s servicing tools and processes, pursues Property & Casualty licensure, and supports client service teams with administrative, documentation, data-entry, insurance-verification, renewal, submission, and policy/account activities. The role also includes cross-training in specialized Property & Casualty or employee benefits functions to build broad awareness of client service work.

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’s or bachelor’s degree preferred.

Responsibilities

• Develop an understanding of and complete adoption of 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 client presentations and other deliverables; running and distributing reports; and managing physical and electronic client documentation.
• Enter data and maintain client information in agency management systems, including initial client setup, client 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 an appropriate client service team member.
• Assist with policy and account activities by gathering, compiling, and preparing information, and following up on and processing documents as directed.
• Cross-train in specialized Property & 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