Client Service Associate (January 2027) - Commercial Insurance

Hylant; Cincinnati (OH); On-site; USD 40,000 - 48,000; Full time

Job summary

The Client Service Associate at Hylant participates in the Foundations Training & Development Program, starting January 2027 in Cincinnati. You will learn servicing tools, pursue a Property & Casualty license, and support client service teams with administrative tasks and documentation management.

You will handle data entry in agency systems, process verification requests, assist with renewals, and cross-train in P&C or employee benefits to gain a broad view of client service operations.

Qualifications

• High School Diploma or equivalent required.
• Active Property & Casualty license or ability to obtain within 100 days of employment.
• Proficient in MS Office (Excel, Word, PowerPoint, 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 complete adoption of Hylant’s servicing tools and processes.
• Obtain Property & Casualty 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 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.

Skills

Organizational skills

Microsoft Office

Communication skills

Teamwork

Work authorization in US

Education

High School Diploma or equivalent

Associates or Bachelor’s degree preferred

Tools

Excel

Word

PowerPoint

Outlook

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 clients supporting activities designed to prepare for successful transition to a dedicated Commercial Property & Casualty client service role. This position has a January 2027 start date.

In This Role You Will Execute On:

• Develop an understanding and complete adoption of Hylant’s servicing tools and processes.
• Obtain Property & Casualty 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 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; Associates or Bachelor’s Degree preferred.
• Active Property & Casualty License, or the ability to obtain within 100 days of employment.
• 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.