Insurance Client Service Associate: Training & Licensure

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 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.