Client Service Associate — Insurance Support & Licensure

Hylant; Toledo (OH); On-site; USD 36,000 - 48,000; Full time

Job summary

Hylant in Toledo, OH is seeking a Client Service Associate to support the commercial service team by delivering exceptional service and deliverables to external and internal clients.

The role emphasizes obtaining Property & Casualty licensure, preparing client documentation, managing records in the agency system, and handling verification requests, while prioritizing teamwork and attention to detail.

Qualifications

• High School Diploma or GED equivalent; some college level course work preferred.
• Familiarity with commercial property & casualty insurance industry preferred.
• Active Property & Casualty license or the ability to obtain within 90 days of employment.
• Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook).
• Basic analytical skills.
• Excellent oral and written communication skills.
• Ability to work well in a team environment.

Responsibilities

• Grow and develop knowledge in insurance and servicing tools to obtain P&C licensure.
• Provide general administrative support to client service teams as requested.
• Prepare client documentation such as proposals and policies.
• Process insurance verification requests including certificates of insurance and auto ID cards.
• Maintain client information in agency management systems and update policy details.
• Request loss run, credentialing, or motor vehicle records.
• Process changes to insurance contracts.
• Initiate and compile documents for client submissions and share with team.
• Coordinate and distribute client documentation as assigned.
• Perform other duties and special projects as requested.

Skills

Attention to detail

Communication

Teamwork

Analytical skills

Education

High School Diploma or GED

Some college coursework

Tools

Microsoft Excel

Word

PowerPoint

Outlook

Job description

Hylant in Toledo, OH is seeking a Client Service Associate to support the commercial service team by delivering exceptional service and deliverables to external and internal clients.

The role emphasizes obtaining Property & Casualty licensure, preparing client documentation, managing records in the agency system, and handling verification requests, while prioritizing teamwork and attention to detail.