Client Service Specialist - Commercial Insurance
@ Hylant Group, Inc.Client Service Specialist - Commercial Insurance
About the job
Hylant, established in 1935, is a family-owned insurance brokerage focusing on relationships and trust. The Client Service Specialist role involves delivering exceptional service, managing client inquiries, processing policies, and supporting team efforts in commercial insurance.
Requirements
- Two or more years in insurance client service
- Active Property & Casualty License
- Intermediate MS Office skills
- Strong attention to detail
- Good communication skills
Qualifications
- Bachelor’s degree in business or related
- Analytical skills
- Teamwork ability
- Customer-focused attitude
Full job description
The Opportunity:
The Client Service Specialist is responsible for providing a consistent level of service and support to identified clients and teams, handling or directing daily service needs while interacting in a consultative and collaborative way to deliver a “best in class” client experience resulting in client retention and growth while building long term relationships with our clients, colleagues, and vendor partners.
In This Role You Will Execute On:
- Respond to and appropriately document routine client inquiries; escalate complex inquiries to more senior staff.
- Process daily service needs such as change requests, endorsements, proofs, audits and other policy related documents.
- Manage activities and follow-ups to document and accomplish open items in expected timeframe.
- Review and process policies and endorsements for accuracy of coverage, policy, content, and form completion; address or escalate any discrepancies for resolution.
- Assist and support new and renewal processes including gathering information, document preparation, binding, marketing, and other needs as directed.
- Assist with client documentation preparation such as creating branded templates and developing basic content for proposals, stewardship, presentations, etc.
- Leverage Hylant technology, tools and resources ensuring all internal systems, client portals, and assigned account details are proactively managed and meet client needs.
- Assist in the research of invoicing and billing questions or issues.
- Drive completion of Surplus Lines process for non-admitted placements including documentation and invoicing to ensure the Surplus Lines team can manage necessary and accurate state filings.
- Perform other duties and special projects as requested.
In This Role You Will Need:
- Bachelor’s degree business, insurance, risk management, or similar field of study. Equivalent combination of education and work experience may be considered.
- Two (2) or more years of insurance client service experience.
- Active Property & Casualty License
- 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.
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.
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