Client Service Associate - Surety Commercial Insurance

Hylant Group, Inc.; Cleveland (OH); On-site; USD 40,000 - 55,000; Full time

Job summary

Hylant Group, Inc. is launching a Foundations Training & Development Program for the Client Service Associate role, offering a robust curriculum in foundational insurance concepts and client-support activities.

You will build knowledge of servicing tools, pursue Property & Casualty licensure, and support client service teams with documentation, reporting, and data management as you prepare for a dedicated P&C service role.

Qualifications

• High School Diploma or equivalent required; associate or bachelor’s degree preferred.
• Active Property & Casualty license or ability to obtain within 100 days of employment.
• Intermediate Microsoft Office skills (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 understanding and adoption of Hylant’s servicing tools and processes.
• Obtain Property & Casualty licensure developing knowledge of insurance marketplace and services.
• Provide admin and document management support to client service teams; prepare, print, bind, distribute client presentations and deliverables.
• Perform data entry and maintain client information in agency management systems.
• Process and distribute insurance verification requests (certificates, IDs).
• Assist in compiling documents for client renewals and submissions.
• Assist in policy/account activities and follow up processing documents.
• Cross-train in specialized property & casualty or employee benefits functions.
• Perform other duties and special projects as requested.

Skills

Organizational skills

Teamwork

Communication skills

Education

High School Diploma or equivalent

Associate degree

Bachelor’s degree

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 client supporting activities designed to prepare for successful transition to a dedicated Commercial Property & Casualty 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 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 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.

Why Hylant? A Career That’s Anything But Typical. At Hylant, we don’t just offer jobs—it’s career growth for you. For over 90 years, our family-owned business has stood for more than insurance. We stand for people. When you join Hylant, you become part of a family that champions support, respect, flexibility, and a healthy work‑life balance. It’s no surprise we’ve been named a “Best Place to Work in Insurance” for 17 consecutive years. In 2024 alone, Hylant and our incredible team earned 24 awards, celebrating our commitment to workplace culture, community involvement, and individual achievement. We’re proud to be anything but typical in our industry.

Here’s what makes Hylant different:

• Opportunity on your terms: Whether you're just starting out or looking to lead, we offer clear career paths, tailored development programs, and the freedom to grow in the direction that fits you best.
• Relationships that build people up: Our culture is rooted in empathy and collaboration. You’ll be surrounded by mentors, teammates, and leaders who care about your success.
• A chance to make a real impact: From serving clients with integrity to giving back to our communities, your work at Hylant will matter—locally and globally.

We invest in our people through programs like the Hylant Career Academy, Leadership Catalyst, and Hylant MBA, and we celebrate the wins—big and small—along the way. If you’re looking for a place where you can grow, belong, and make a difference, we invite you to explore what makes Hylant a destination for top talent—and a place where you gain so much more.