Hylant · 3 months ago
Client Service Associate
Hylant is a full-service insurance brokerage dedicated to providing top-notch service to its clients. The Client Service Associate will support the commercial service team by delivering excellent service and managing client documentation in accordance with Hylant's standards.
Insurance
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
Qualification
Required
High School Diploma or GED equivalent; some college level course work preferred
Active Property & Casualty license or the ability to obtain within 90 days of employment
Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)
Basic analytical skills
Excellent attention to detail
Exception oral and written communication skills
Ability to work well in a team environment
Must be legally authorized to work in the United States
Preferred
Familiarity with commercial property & casualty insurance industry
Company
Hylant
Hylant is a full-service insurance brokerage.
Funding
Current Stage
Late StageRecent News
2025-03-29
2025-03-14
Captive Insurance Times
2024-05-24
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