Client Service Specialist - Commercial Insurance

About the Role

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. This role focuses on client retention and growth while building long-term relationships with clients, colleagues, and vendor partners.

Responsibilities

• Respond to and appropriately document routine client inquiries; 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 in 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.
• Assist and support new and renewal processes, including gathering information, document preparation, binding, marketing, and other needs as directed.
• Assist with client documentation preparation, such as creating branded templates and developing basic content for proposals, stewardship reports, and presentations.
• Leverage Hylant technology, tools, and resources to ensure 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 the 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.

About Us

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.