Client Service Assistant

3 weeks ago


Toledo, United States Hylant Full time
Description

Position Overview

The Client Service Assistant provides day-to-day support for small business clients.

Primary Responsibilities
  • Provides day to day service for an assigned book of business.
  • Set up and maintain client and prospect information, databases and files.
  • Maintain client policy information and conduct period policy reviews to ensure new and renewal policy needs are complete and accurate to maintain coverage.
  • Coordinate and develop renewal questionnaires, applications, submissions and market summaries.
  • Review, analyze and summarize policy quotes, coverage forms and proposal preparation in support of new business opportunities and current book of business.
  • Binding coverages and ordering policies
  • Perform all administrative functions associated with client maintenance including issuing policy certificates, answering customer questions about policy details, and other administrative needs.
  • Perform other duties and special projects as assigned.

Minimum Qualifications & Skills
  • High School Diploma or GED equivalent required; some college level coursework preferred
  • A minimum of three (3) years of Commercial Insurance experience required
  • Valid Resident State Agent's License required
  • Exceptional communication skills including listening, speaking and writing
  • Exceptional relationship development and intrapersonal skills
  • Good working knowledge and usage of Applied EPIC
  • Skilled in Microsoft Office products (Word, Excel, Outlook, and PowerPoint)
  • Adheres to Hylant Core Values - Family, Hard Work, Honesty, Respect, Empathy
  • Ability to multi-task and juggle many different client requests, prioritize projects and deadlines

#LI-Hybrid
#LI-Remote

This job description is intended to describe the level of work required of the job and the physical requirements normal to the position. Primary responsibilities are outlined; other duties may be assigned as needs arise or as required to support the primary responsibilities.

This job description is not intended as a contract and is subject to change and revision. Any written contractual agreements will supersede this job description.

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