Client Service Associate - Employee Benefits

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 Employee Benefits client service role.

Responsibilities

• Execute on develop an understanding and complete adoption of Hylant’s servicing tools and processes.
• Obtain Life and Health licensure within 100 days, 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.

Skills

• Microsoft Office Suite (Intermediate to Advanced)
• Communication Skills (Listening, Speaking, Writing)
• Organizational and Prioritization Skills

Benefits

• Hylant is a multi-year recipient of Best Places to Work in Insurance, offering a full-service insurance brokerage with over 20 offices in eight states.
• The company is family-owned and has a strong commitment to its clients, employees, and communities.
• Hylant is an equal opportunity employer.
• Hylant participates in E-Verify.

Pay

N/A

Schedule

N/A

Benefits

• EEO Employer
• Equal Opportunity Employer
• Family Friendly Workplace
• Flexible Work Arrangements
• Comprehensive Health and Wellness Programs
• Retirement Savings Plans
• Professional Development Opportunities