Insurance Client Services Trainee — Licensure Path

Hylant; Jacksonville (TX); On-site; USD 38,000 - 56,000; Full time

Job summary

The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. This program offers a robust curriculum of foundational insurance learning experiences, knowledge and skills of Hylant clients supporting activities designed to prepare for successful transition to a dedicated Commercial Property & Casualty or Employee Benefits client service role.

This position has a January 2027 start date.

Qualifications

• High School Diploma or equivalent is required; associates or bachelor's degree is preferred.
• Active Property & Casualty or Life & Health license, or the ability to obtain within 100 days.
• Microsoft Office proficiency (Excel, Word, PowerPoint, Outlook).
• Strong organizational and planning abilities with effective results.
• Excellent written and verbal communication; able to work in a team.
• Legal authorization to work in the United States.

Responsibilities

• Develop an understanding and complete adoption of Hylant's servicing tools and processes.
• Obtain Property & Casualty or Life & 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 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

MS Office

Organizational skills

Communication skills

Education

High School Diploma or equivalent

Associates or Bachelor's Degree preferred

P&C or Life & Health licensure eligibility within 100 days

Tools

Microsoft Office Suite

Job description

The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. This program offers a robust curriculum of foundational insurance learning experiences, knowledge and skills of Hylant clients supporting activities designed to prepare for successful transition to a dedicated Commercial Property & Casualty or Employee Benefits client service role.

This position has a January 2027 start date.