Insurance Client Services Associate — Training & License Path

Hylant; Independence Township (OH); On-site; USD 38,000 - 52,000; Full time

Job summary

Hylant is seeking an entry-level professional to begin a comprehensive insurance brokerage training journey in Ohio. You will support service teams and learn Hylant’s tools and processes while preparing for a Life & Health license.

You will perform high-volume client service tasks, run reports, audit data, liaise with partners, and assist in client deliverables such as presentations and binding. No prior experience required; internship welcomed.

Qualifications

• High School Diploma or equivalent required; associates or bachelor’s degree preferred.
• No prior experience required; internship or exposure to a professional work environment preferred.
• Active Life & Health License, or the ability to obtain within 100 days of employment (limited exam attempts) and maintain in good standing.
• Proficient in Word, Excel, PowerPoint and Outlook
• Ability to organize, plan and prioritize with effective results
• Intermediate to advanced communication skills, including listening, speaking and writing.

Responsibilities

• Grow and develop knowledge in insurance and Hylant’s servicing tools and processes to obtain Life & Health License.
• Cross train to support all benefit functions (implementation, advocacy, compliance, marketing, member engagement, health strategies, and data analysis).
• Provide high volume tactical client service support to client service teams.
• Run reports and distribute to internal teams.
• Review, audit, and enter information into appropriate systems
• Liaise with external partners to maintain client information in appropriate systems
• Gather, compile, and internally distribute information to support client deliverables
• Assist in the preparation, printing and binding of client presentations and other deliverables
• Provide backup to local administrative support as requested.
• Perform other duties and special projects as requested.

Skills

Communication

Organizational skills

Customer service

Education

High School Diploma or equivalent

Associate's or Bachelor's degree preferred

Tools

Word

Excel

PowerPoint

Outlook

Job description

Hylant is seeking an entry-level professional to begin a comprehensive insurance brokerage training journey in Ohio. You will support service teams and learn Hylant’s tools and processes while preparing for a Life & Health license.

You will perform high-volume client service tasks, run reports, audit data, liaise with partners, and assist in client deliverables such as presentations and binding. No prior experience required; internship welcomed.