Client Service Associate

About the Role

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 a successful transition to a dedicated Commercial Property & Casualty or Employee Benefits client service role.

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 reports; and manage physical and electronic client documentation.
• Perform data entry and maintain client information in agency management system(s), including initial client setup, client information updates, policy details, and document management.
• 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 the 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.

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.

Benefits

Since 1935, Hylant has been a family-owned insurance brokerage built on relationships, trust, and a people-first mindset. We believe great work is rooted in understanding people — our clients, our communities, and each other — and delivering thoughtful solutions that rise above the expected. At Hylant, you’re more than an employee; you’re part of a team that treats one another like family and works together to make a meaningful impact.