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Hylant · 2 months ago

Client Service Associate - Commercial Insurance

Independence, OH

Full-time

Hybrid

New Grad, Entry Level

Hylant is a full-service insurance brokerage committed to supporting businesses and communities. The Client Service Associate will provide excellent service to clients, assist in administrative tasks, and maintain client information while developing knowledge in the insurance field.

Insurance

Growth Opportunities

No H1B

Responsibilities

Grow and develop knowledge in insurance as well as Hylant’s servicing tools and processes to obtain Property & Casualty licensure

Provide general administrative support to client service teams as requested

Prepare client documentation such as proposals, policies

Process insurance verification requests including certificates of insurance and automobile identification cards

Maintain client information in agency management system(s) including initial client set up, client information updates, policy details, document management, and other related information as required

Request loss run, credentialing, or motor vehicle records or reports

Process requests for changes to insurance contracts

Initiate and compile required documents for client submissions; electronically store and share documents with the appropriate client service team member for further action

Coordinate and distribute client documentation as assigned

Perform other duties and special projects as requested