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.
• Assist in the creation of branded templates and development of 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.
• Assist 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.
• Perform other duties and special projects as requested.

Requirements

• Bachelor’s degree in business, insurance, risk management, or a similar field of study. Equivalent combination of education and work experience may be considered.
• 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

Preferred qualifications include:

• Experience with Hylant technology and tools.
• Knowledge of insurance policies and endorsements.
• Experience with Surplus Lines process.

Skills

• Strong problem-solving and decision-making abilities.
• Effective communication and interpersonal skills.
• Attention to detail and organizational skills.
• Ability to prioritize tasks and manage multiple projects simultaneously.
• Proficiency in Microsoft Office Suite.

Benefits

Hylant is committed to providing a comprehensive benefits package to its employees, which includes:

• Health, dental, and vision insurance.
• Paid time off and holidays.

• Pay

  Compensation is commensurate with experience.

  Schedule

  This position offers a flexible schedule to accommodate the needs of both the employee and the client.

  About Hylant

  Hylant is a full-service insurance brokerage with over 20 offices in eight states. Founded over 90 years ago, Hylant is dedicated to strengthening and protecting the businesses, employees, and communities of its client family by embracing them as part of its own family. As an equal opportunity employer, Hylant is proud to provide a supportive and inclusive work environment where all qualified individuals are given the opportunity to contribute and succeed.

  Equal Opportunity Employer

  Hylant is an equal opportunity employer and does not discriminate on the basis of 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.