Insurance Client Service Associate — Training Program

Hylant; Cleveland (OH); On-site; USD 42,000 - 52,000; Full time

Job summary

Hylant’s Foundations Training & Development Program will begin the Client Service Associate on a comprehensive curriculum of foundational insurance learning experiences, designed to prepare for a transition to Commercial Property & Casualty or Employee Benefits client service.

In this role you will develop skills, obtain licensure, support client service teams with presentations and reports, and learn servicing tools while building a solid insurance brokerage career with Hylant.

Qualifications

• High School Diploma or equivalent; associate or bachelor’s degree preferred.
• Active Property & Casualty or Life & Health 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 or Life and Health 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.

Skills

Microsoft Office

Communication

Teamwork

Organization & Planning

Legal work authorization

Education

High School Diploma or equivalent

Associate or Bachelor’s degree preferred

Job description

Hylant’s Foundations Training & Development Program will begin the Client Service Associate on a comprehensive curriculum of foundational insurance learning experiences, designed to prepare for a transition to Commercial Property & Casualty or Employee Benefits client service.

In this role you will develop skills, obtain licensure, support client service teams with presentations and reports, and learn servicing tools while building a solid insurance brokerage career with Hylant.