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Hylant · 2 months ago

Client Service Specialist - Private Client

Toledo, OH

Full-time

Onsite

Entry, Mid Level

2+ years exp

Hylant is a full-service insurance brokerage with a commitment to providing exceptional service. The Client Service Specialist is responsible for delivering a high level of client support, managing service requests, and ensuring client satisfaction while building long-term relationships.

Insurance

Growth Opportunities

Responsibilities

Respond to and appropriately document routine client inquiries; escalate complex inquiries to more senior staff

Process daily service needs such as change requests, endorsements, proofs, audits and other policy related documents

Manage activities and follow-ups to document and accomplish open items in expected timeframe

Review and process policies and endorsements for accuracy of coverage, policy, content, and form completion; address or escalate any discrepancies for resolution

Assist and support new and renewal processes including gathering information, document preparation, binding, marketing, and other needs as directed

Assist with client documentation preparation such as creating branded templates and developing basic content for proposals, stewardship, presentations, etc

Leverage Hylant technology, tools and resources ensuring all internal systems, client portals, and assigned account details are proactively managed and meet client needs

Assist in the research of invoicing and billing questions or issues

Drive completion of Surplus Lines process for non-admitted placements including documentation and invoicing to ensure the Surplus Lines team can manage necessary and accurate state filings

Perform other duties and special projects as requested

Qualification

Property & Casualty LicenseInsurance client serviceMicrosoft OfficeAnalytical skillsAttention to detailOral communicationWritten communicationTeamwork

Required

Bachelor's degree in business, insurance, risk management, or similar field of study. Equivalent combination of education and work experience may be considered

Two (2) or more years of insurance client service experience

Active Property & Casualty License

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