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Client Service Associate

The Opportunity:
The Client Service Associate is responsible for supporting the commercial service team by providing excellent service and deliverables to external and internal clients in accordance with Hylant standards. 
 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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    Average salary estimate

    $50000 / YEARLY (est.)
    min
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    $40000K
    $60000K

    If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

    What You Should Know About Client Service Associate, Hylant

    At Hylant, we're thrilled to offer an exciting opportunity for a Client Service Associate to join our dedicated commercial service team! In this dynamic role, you'll play a crucial part in delivering exceptional service to our clients both inside and outside the company. As a Client Service Associate, you'll dive into the fascinating world of insurance, gaining valuable knowledge and expertise along the way. Imagine processing insurance verification requests, updating client information in our systems, and preparing critical documentation like proposals and policies. You'll also have the chance to collaborate closely with team members, ensuring that everything runs smoothly. If you enjoy working in a fast-paced environment and are passionate about providing top-notch client service, this is the perfect fit for you. Join our family-oriented culture where your contributions are recognized and appreciated, and become part of a firm that has been a proud member of the community for over 85 years. With an active Property & Casualty license or the willingness to obtain one, as well as your excellent communication and organizational skills, you'll be well-equipped to excel in this role. Come grow with us at Hylant, where we treat our clients like family!

    Frequently Asked Questions (FAQs) for Client Service Associate Role at Hylant
    What responsibilities does a Client Service Associate at Hylant have?

    As a Client Service Associate at Hylant, your responsibilities include providing exceptional service to our clients, preparing client documentation like proposals and policies, processing insurance verification requests, and maintaining client information in our management systems. This role is pivotal in ensuring smooth operations within the commercial service team, making attention to detail and excellent communication skills essential.

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    What qualifications do I need to become a Client Service Associate at Hylant?

    To qualify for the Client Service Associate position at Hylant, you need a High School Diploma or GED, alongside some college coursework preferred. Additionally, familiarity with commercial property & casualty insurance is beneficial. While an active Property & Casualty license is ideal, you can obtain it within 90 days of employment, allowing you to embark on a rewarding career in insurance.

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    How does Hylant support professional development for Client Service Associates?

    Hylant values growth and development, offering resources to help Client Service Associates expand their knowledge in insurance and servicing tools. You'll have the opportunity to obtain your Property & Casualty license while gaining firsthand experience in a supportive environment. Hylant encourages continuous learning and is committed to your career advancement.

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    What skills are essential for a successful Client Service Associate at Hylant?

    Essential skills for a successful Client Service Associate at Hylant include intermediate Microsoft Office proficiency, strong analytical abilities, excellent communication skills, and attention to detail. Being able to work effectively in a team and manage various responsibilities is key to thriving in this fast-paced environment.

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    What makes Hylant a great place to work for Client Service Associates?

    Hylant is known as one of the Best Places to Work in Insurance for multiple years, thanks to our family-oriented culture and commitment to treating clients like family. We offer a supportive environment, celebrate teamwork, and prioritize employee development, making it a fantastic place for a Client Service Associate to grow their career.

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    Common Interview Questions for Client Service Associate
    How do you prioritize tasks as a Client Service Associate?

    In answering this question, emphasize your ability to assess the urgency and importance of each task. Share a specific strategy you use, such as creating a daily to-do list or categorizing tasks by deadlines to ensure efficiency and effectiveness in service delivery.

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    Can you describe your experience with administrative tasks?

    Focus on specific administrative tasks you’ve handled in previous roles, such as documentation management, data entry, or client correspondence. Detail how you maintained accuracy and organization in your work, which is crucial for a Client Service Associate at Hylant.

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    What experience do you have with insurance documentation?

    Highlight any relevant past experience involving insurance documents, including proposals and certificates of insurance. Discuss your understanding of their importance in the client service process and how you ensure accuracy when preparing these materials.

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    How do you handle difficult clients or situations?

    Illustrate your conflict resolution skills by sharing a specific example where you successfully managed a challenging client interaction. Explain your approach to staying calm and focused while working toward a positive solution.

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    Why do you want to work for Hylant as a Client Service Associate?

    Convey your admiration for Hylant’s values, culture, and commitment to treating clients like family. Mention how this aligns with your career aspirations and desire to contribute to a positive work environment.

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    How comfortable are you using Microsoft Office applications in this role?

    Discuss your experience with Microsoft Office applications, highlighting your ability to create documents, spreadsheets, and presentations. Provide specific examples of how these skills directly contribute to the Client Service Associate role.

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    What strategies do you use to ensure attention to detail?

    Share your methods for maintaining accuracy, such as proofreading documents, utilizing checklists, or implementing double-check systems. Emphasize the importance of detail-oriented work in the context of insurance documentation.

    Join Rise to see the full answer
    How do you ensure effective communication within a team?

    Highlight your appreciation for teamwork, discussing how you keep colleagues informed through open communication channels, regular updates, and collaboration on projects. Emphasize the role of good communication in a supportive environment like Hylant.

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    What motivates you as a Client Service Associate?

    Discuss your passion for helping clients and contributing to a team’s success. Highlight how achieving client satisfaction and seeing the results of your work can be motivating factors in your career.

    Join Rise to see the full answer
    Can you provide an example of when you learned something quickly for a job?

    Share a specific example of a time you faced a steep learning curve in a job. Discuss how you approached the challenge and the steps you took to quickly grasp new concepts, which is important for succeeding in a role like Client Service Associate at Hylant.

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    Since 1935, Hylant has provided some of the most competitive and strategic insurance solutions to businesses and individuals. As one of the largest privately held insurance brokerage firms in the United States, Hylant is committed to delivering ex...

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    DATE POSTED
    March 23, 2025

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