Hylant Careers

Description

Position Overview 

The Client Service Assistant provides day-to-day support for small business clients. 

Primary Responsibilities 

• Provides day to day service for an assigned book of business.
• Set up and maintain client and prospect information, databases and files.
• Maintain client policy information and conduct period policy reviews to ensure new and renewal policy needs are complete and accurate to maintain coverage.
• Coordinate and develop renewal questionnaires, applications, submissions and market summaries.
• Review, analyze and summarize policy quotes, coverage forms and proposal preparation in support of new business opportunities and current book of business.
• Binding coverages and ordering policies
• Perform all administrative functions associated with client maintenance including issuing policy certificates, answering customer questions about policy details, and other administrative needs.
• Perform other duties and special projects as assigned.

Minimum Qualifications & Skills 

• High School Diploma or GED equivalent required; some college level coursework preferred
• A minimum of three (3) years of Commercial Insurance experience required
• Valid Resident State Agent’s License required
• Exceptional communication skills including listening, speaking and writing
• Exceptional relationship development and intrapersonal skills
• Good working knowledge and usage of Applied EPIC
• Skilled in Microsoft Office products (Word, Excel, Outlook, and PowerPoint)
• Adheres to Hylant Core Values – Family, Hard Work, Honesty, Respect, Empathy
• Ability to multi-task and juggle many different client requests, prioritize projects and deadlines

 #LI-Hybrid
#LI-Remote 

This job description is intended to describe the level of work required of the job and the physical requirements normal to the position.  Primary responsibilities are outlined; other duties may be assigned as needs arise or as required to support the primary responsibilities. 

This job description is not intended as a contract and is subject to change and revision. Any written contractual agreements will supersede this job description.