Client Service Associate - Commercial Insurance

About This Role

Support the commercial service team by providing excellent service and deliverables to internal and external clients, developing knowledge in insurance and Hylant's servicing tools and processes.

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 and 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, and document management
• 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
• Coordinate and distribute client documentation as assigned

Requirements

• High School Diploma or GED equivalent
• 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
• Exceptional oral and written communication skills
• Ability to work well in a team environment
• Legally authorized to work in the United States

Qualifications

• High School Diploma or GED equivalent; some college level course work preferred

Nice to Have

• Familiarity with commercial property & casualty insurance industry

Skills

* Required skills