What are the responsibilities and job description for the Client Service Associate - Employee Benefits position at Hylant?
The Opportunity
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 client supporting activities designed to prepare for successful transition to a dedicated Employee Benefits client service role.
In This Role You Will Execute On
A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with over 20 offices in eight states. And since the founding of our family-owned business over 90 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We’re more than an insurance brokerage firm and you’re more than a client, employee or neighbor. You’re family. And that’s just the way we treat you.
Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify.
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 client supporting activities designed to prepare for successful transition to a dedicated Employee Benefits client service role.
In This Role You Will Execute On
- Develop an understanding and complete adoption of Hylant’s servicing tools and processes.
- Obtain Life and Health licensure within 100 days, 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 of 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.
- High School Diploma or equivalent required; associate or bachelor’s degree preferred.
- Active Property & Casualty or Life & Health License, or the ability to obtain within 100 days of employment (limited exam attempts) and maintain in good standing.
- Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)
- Ability to organize, plan and prioritize with effective results
- Intermediate to advanced communication skills, including listening, speaking and writing.
- Ability to work well in a team environment.
- Must be legally authorized to work in the United States
A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with over 20 offices in eight states. And since the founding of our family-owned business over 90 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We’re more than an insurance brokerage firm and you’re more than a client, employee or neighbor. You’re family. And that’s just the way we treat you.
Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify.