Client Service Specialist - Commercial Insurance

Hylant; Toledo (OH); On-site; USD 42,000 - 64,000; Full time

Job summary

The Client Service Specialist at Hylant in Toledo, OH, provides consistent service and support to identified clients and teams, handling daily service needs with a consultative, collaborative approach to deliver a best-in-class client experience.

You will document inquiries, process policy-related documents, assist with renewals, and coordinate with internal systems to ensure accurate and timely service, contributing to client retention and growth.

Qualifications

• Bachelor’s degree in business, insurance, risk management, or similar field.
• 2+ years of insurance client service experience.
• Active Property & Casualty License.
• MS Office proficiency (Excel, Word, PowerPoint, Outlook).
• Strong analytical skills and attention to detail.
• Excellent oral and written communication and teamwork abilities.

Responsibilities

• Respond to and document routine client inquiries; escalate complex cases.
• Process daily service needs such as endorsements, proofs, audits and policy documents.
• Manage follow-ups to close items within expected timeframes.
• Review policies/endorsements for accuracy; escalate discrepancies for resolution.
• Assist with renewals, information gathering, and proposal content support.
• Prepare client documents and branded templates for proposals and stewardship.
• Utilize internal systems and portals to meet client needs proactively.
• Research invoicing and billing questions; support Surplus Lines processes as needed.
• Perform other duties and special projects as requested.

Skills

Client service experience

Communication skills

Teamwork

Attention to detail

Analytical thinking

Education

Bachelor's degree in business/insurance/risk mgmt

Tools

Microsoft Office

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.

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; elevate 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 escalation of 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 License
• Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)
• Basic analytical skills
• Excellent attention to detail
• Exception oral and written communication skills
• Ability 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.