Client Service Associate - Commercial Insurance
The Opportunity
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.
Responsibilities
- Execute on 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.
- 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.
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).
- Intermediate to advanced communication skills, including listening, speaking and writing.
- Ability to organize, plan and prioritize with effective results.
Qualifications
- Must be legally authorized to work in the United States.
Benefits
Hylant is a full-service insurance brokerage with over 20 offices in eight states. Since the founding of our family-owned business over 90 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We’re more than an insurance brokerage firm and you’re more than a client, employee or neighbor. You’re family. And that’s just the way we treat you.
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