Client Service Specialist - Commercial Insurance

The Opportunity

The Client Service Specialist is responsible for providing a consistent level of service and support to identified clients and teams, handling or directing daily service needs while interacting in a consultative and collaborative way to deliver a “best in class” client experience resulting in client retention and growth while building long term relationships with our clients, colleagues, and vendor partners.

Responsibilities

• Execute on routine client inquiries and document them appropriately.
• Escalate complex inquiries to more senior staff.
• Process daily service needs such as change requests, endorsements, proofs, audits, and other policy-related documents.
• Manage activities and follow-ups to document and accomplish open items within the expected timeframe.
• Review and process policies and endorsements for accuracy of coverage, policy, content, and form completion; address or escalate any discrepancies for resolution.
• Aid and support new and renewal processes including gathering information, document preparation, binding, marketing, and other needs as directed.
• Aid in client documentation preparation such as creating branded templates and developing basic content for proposals, stewardship, presentations, etc.
• Leverage Hylant technology, tools, and resources ensuring all internal systems, client portals, and assigned account details are proactively managed and meet client needs.
• Aid in the research of invoicing and billing questions or issues.
• Drive completion of Surplus Lines process for non-admitted placements including documentation and invoicing to ensure the Surplus Lines team can manage necessary and accurate state filings.

Requirements

• Bachelor’s degree in business, insurance, risk management, or a similar field of study.
• Two (2) or more years of insurance client service experience.
• Active Property & Casualty License.
• Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook).
• Basic analytical skills.
• Excellent attention to detail.
• Exceptional oral and written communication skills.
• Ability to work well in a team environment.

Qualifications

Equivalent combination of education and work experience may be considered.

Skills

Not specified.

Benefits

Not specified.

Pay

Not specified.

Schedule

Not specified.

Why Hylant?

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’ve 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.

Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability, or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know.

Hylant participates in E-Verify.