Client Service Associate - Transportation Insurance

Hylant

Toledo (OH)

On-site

USD 36,000 - 48,000

Full time

5 days ago
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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

The Opportunity:The Client Service Associate is responsible for supporting the commercial service team by providing excellent service and deliverables to external and internal clients in accordance with Hylant standards.In This Role You Will Execute On:Grow and develop knowledge in insurance as well as Hylant's servicing tools and processes to obtain Property & Casualty licensure.Provide general administrative support to client service teams as requested.Prepare client documentation such as proposals, policies,Process insurance verification requests including certificates of insurance and automobile identification cards.Maintain client information in agency management system(s) including initial client set up, client information updates, policy details, document management, and other related information as required.Request loss run, credentialing, or motor vehicle records or reports.Process requests for changes to insurance contracts.Initiate and compile required documents for client submissions; electronically store and share documents with the appropriate client service team member for further action.Coordinate and distribute client documentation as assigned.Perform other duties and special projects as requested.In This Role You'll Need:High School Diploma or GED equivalent; some college level course work preferredFamiliarity with commercial property & casualty insurance industry preferredActive Property & Casualty license or the ability to obtain within 90 days of employment.Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)Basic analytical skillsExcellent attention to detailException oral and written communication skillsAbility to work well in a team environment.Must be legally authorized to work in the United StatesWhy 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.
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