Client Service Assistant - Employee Benefits
Description
The Opportunity:
Enhance the client experience by providing support to the internal team. To develop skills, industry knowledge and relationships by meeting or surpassing the service expectations of clients, prospective clients, agency and company personnel.
Are You A Match?
The Client Service Assistant is driven by prompt, accurate and thoughtful service to internal team members and clients by consistently responding to inquiries within 24 hours of receipt. No prior experience required; 2+ years’ experience preferred in the employee benefit space, s/he will preferably have an active life and health license.
In This Role You Will Execute On:
- Timely response and follow up of all issues/inquiries received, including proactively updating team on outstanding items
- Cross train to support both advocacy and marketing
- Assisting with preparation of various client presentations and deliverables
- Support marketing efforts for new business opportunities and current book of business including reviewing and summarizing quotes and proposal preparation where applicable
- Running and distributing client reports
- Provide prompt, accurate & thoughtful service to clients by consistently responding to internal and external inquiries and tasks on or before deadlines
- Produce accurate and thorough documents using word and excel within 30 days
In This Role You’ll Need:
- Obtain a Life & Health License within the first year, if not already licensed
- A proficiency with Microsoft Office suite
- Willingness to learn new skills and procedures
- Ability to move from project to project
- Master and execute servicing/processing tasks within the Agency Management System BenefitPoint within 3 to 6 months
- Discipline in 100% documentation of services provided in BenefitPoint
- an eye for detail and accuracy, be able to multi-task, and can work in a fast-paced team environment
- Strong listening, written and oral communication skills are necessary
- A passionate work ethic and desire to learn and grow will be essential to succeed in this position
Why Hylant?
A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with 20 offices in seven 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