Client Service Assistant

Client Service Toledo, Ohio

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Description

The Opportunity:
The Client Service Assistant is responsible for supporting the commercial service team by providing excellent service and deliverables to external and internal clients in accordance with Hylant standards. This is a Hybrid position based in Toledo, OH.
 In This Role You Will Execute On:
  • 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.

 

In This Role You’ll Need:
    • High School Diploma or GED equivalent; some college level course work preferred
    • Familiarity with commercial property & casualty insurance industry 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

     

    Why Hylant? 
    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 85 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. 
    #LI-Hybrid 

     

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