Client Service Associate - Construction Commercial Insurance
@ Hylant Group, Inc.Client Service Associate - Construction Commercial Insurance
About the job
Hylant is a family-owned insurance brokerage since 1935 that values relationships, trust, and a people-first culture. This role involves supporting client service teams, obtaining licenses, and developing insurance knowledge within a collaborative environment.
Requirements
- High School Diploma or equivalent
- Intermediate MS Office skills
- Organize and prioritize tasks
- Effective communication skills
- Legally authorized to work
Qualifications
- Associate or bachelor’s degree preferred
- Ability to obtain license within 100 days
- Teamwork and organizational skills
- Motivated to learn insurance processes
Full job description
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 Commercial Property & Casualty or 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 Property & Casualty or Life and Health licensure 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.
In This Role You Will Need:
- 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.
Why Hylant?
Since 1935, Hylant has been a family‑owned insurance brokerage built on relationships, trust, and a people‑first mindset. We believe great work is rooted in understanding people — our clients, our communities, and each other — and delivering thoughtful solutions that rise above the expected.
Anything But Typical. Everything for You. isn’t just a message; it’s how we show up. It reflects a culture where people come first, careers are supported with purpose, and going above and beyond is the standard, not the exception. At Hylant, you’re more than an employee, you’re part of a team that treats one another like family and works together to make a meaningful impact.
Similar jobs in Cleveland, OH
- H
Client Service Associate - Surety Commercial Insurance
Hylant Group, Inc. · OH - Cleveland
Posted 3 weeks ago - 0
KPB Client Service Associate - Trust Officer Support
0100 KeyBank National Association · 4900 Tiedeman Road, Brooklyn, OH
Posted 1 week ago - S
Client Services Specialist
S&T Bank · Cuyahoga Falls Bldg
Posted 2 weeks ago - H
Client Service Specialist - Construction Commercial Insurance
Hylant Group, Inc. · OH - Cleveland
Posted 2 weeks ago - H
Client Service Manager - Construction Commercial Insurance
Hylant Group, Inc. · OH - Cleveland
Posted 2 weeks ago - 0
Key Private Bank Client Relationship Associate
0100 KeyBank National Association · Westlake, OH
Posted 4 days ago