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Hylant
Client Service Associate - Employee Benefits or Commercial InsuranceHylant • Indianapolis, Indiana
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Client Service Associate - Employee Benefits or Commercial Insurance

Client Service Associate - Employee Benefits or Commercial Insurance

Hylant • Indianapolis, Indiana
30+ days ago
Job type
  • Full-time
Job description

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 clients supporting activities designed to prepare for successful transition to a dedicated Commercial Property & Casualty or Employee Benefits client service role. This position has a June 2026 start date.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 & 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 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; Associates or Bachelor’s Degree preferred.
  • Active Property & Casualty or Life & Health License, or the ability to obtain within 90 days of employment.
  • 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
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Client Service Associate - Employee Benefits or Commercial Insurance • Indianapolis, Indiana

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