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The Client Service Associate will begin their client service consulting training in the Hylant consulting division. 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.
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 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, billing, etc.
Process and distribute billings both monthly and ad hoc with consulting SOW projects.
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 and processing documents as directed.
Cross train in specialized consulting SBUs, 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.
Prior experience using Epic Applied Systems strongly preferred but not required.
Active Property & Casualty license, or Life & Health license strongly preferred but not required.
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.
The Environment:
Work is generally performed in a typical office environment with limited exposure to physical risk or physical effort required.
Hylant offers a flexible, hybrid work environment.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.