Client Service Specialist - Commercial Insurance

Hylant

Covington Dells (IN)

On-site

USD 40,000 - 60,000

Full time

14 days+
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Job summary

Hylant in Indiana is seeking a Client Service Specialist to deliver best-in-class service to identified clients and teams. You will respond to inquiries, process routine service needs, and support renewal and new business activities while building strong relationships with clients and vendor partners.

This role emphasizes accuracy, attention to detail, and teamwork, with proficiency in Microsoft Office and the ability to coordinate across internal systems.

Qualifications

  • 2+ years of insurance client service experience or equivalent.
  • Bachelor’s degree or equivalent combination of education and work experience.
  • Excellent written and oral communication with strong attention to detail.

Responsibilities

  • Respond to routine client inquiries and document interactions for service records.
  • Process daily service needs such as endorsements, proofs, audits, and policy documents.
  • Support renewals and new business processes including information gathering and proposal prep.
  • Prepare client materials such as branded templates and proposals.
  • Use internal systems and portals to manage account details and billing questions.
  • Assist with Surplus Lines workflows and state filings when required.

Skills

Client service experience
Attention to detail
Communication skills
Team collaboration
Microsoft Office

Education

Bachelor’s degree in business, insurance, risk management, or similar field

Tools

Excel
Word
PowerPoint
Outlook

Job description

The Opportunity:The Client Service Specialist is responsible for providing a consistent level of service and support to identified clients and teams, handling or directing daily service needs while interacting in a consultative and collaborative way to deliver a “best in class” client experience resulting in client retention and growth while building long term relationships with our clients, colleagues, and vendor partners.In This Role You Will Execute On:Respond to and appropriately document routine client inquiries; escalate complex inquiries to more senior staff.Process daily service needs such as change requests, endorsements, proofs, audits and other policy related documents.Manage activities and follow-ups to document and accomplish open items in expected timeframe.Review and process policies and endorsements for accuracy of coverage, policy, content, and form completion; address or escalate any discrepancies for resolution.Assist and support new and renewal processes including gathering information, document preparation, binding, marketing, and other needs as directed.Assist with client documentation preparation such as creating branded templates and developing basic content for proposals, stewardship, presentations, etc.Leverage Hylant technology, tools and resources ensuring all internal systems, client portals, and assigned account details are proactively managed and meet client needs.Assist in the research of invoicing and billing questions or issues.Drive completion of Surplus Lines process for non-admitted placements including documentation and invoicing to ensure the Surplus Lines team can manage necessary and accurate state filings.Perform other duties and special projects as requested.In This Role You Will Need:Bachelor’s degree business, insurance, risk management, or similar field of study. Equivalent combination of education and work experience may be considered.Two (2) or more years of insurance client service experience.Active Property & Casualty LicenseIntermediate 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.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.
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