Client Service Associate

Hylant; Cincinnati (OH); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Foundations Training Program

Job summary

Hylant invites you to join its Foundations Training & Development Program as a Client Service Associate. This role starts a structured training journey designed to develop capabilities for Commercial Property & Casualty or Employee Benefits client service.

You will learn Hylant's servicing tools, pursue necessary licensing, and support client service teams with administration, documentation, and data management. This entry-level program emphasizes teamwork and a thorough onboarding experience.

Qualifications

• 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 and maintain in good standing.
• Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook).
• Ability to organize, plan and prioritize with effective results.
• Intermediate to advanced communication skills, including listening, speaking and writing.
• Ability to work well in a team environment.
• Must be legally authorized to work in the United States.

Responsibilities

• Develop an understanding and adoption of Hylant's servicing tools and processes.
• Obtain Property & Casualty or Life and Health licensure.
• Provide general administrative and document management support to client service teams (preparation, printing, binding, and distribution of client presentations; run and distribute reports).
• Perform data entry and maintain client information in agency management systems (initial setup, updates, policy details, document management).
• Process and distribute insurance verification requests (certificates of insurance, ID cards, etc.).
• Assist in compiling documents for client renewals and submissions as directed.
• Assist in policy/account activities by gathering and preparing necessary information and following up on documents.
• Cross train in specialized property & casualty or employee benefits functions.
• Perform other duties and special projects as requested.

Skills

Microsoft Office

Organizational skills

Communication skills

Teamwork

Work authorization

Education

High School Diploma or equivalent

Associate or Bachelor's degree preferred

Job description

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.

In This Role You Will 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
• Perform data entry and maintain client information in agency management system(s) including initial client set up, client information updates, policy details, document management, etc.
• 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.

In This Role You Will Need:

• 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)
• Ability to organize, plan and prioritize with effective results
• Intermediate to advanced communication skills, including listening, speaking and writing.
• Ability to work well in a team environment.
• Must be legally authorized to work in the United States.

Why Hylant?

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.

Anything But Typical. Everything for You.

isn't just a message; it's how we show up. It reflects a culture where people come first, careers are supported with purpose, and going above and beyond is the standard, not the exception. 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.