Insurance Client Service Specialist
14 hours ago
The Client Service Specialist is a key role within our organization, responsible for delivering exceptional service and support to our clients and teams. This position requires a consultative and collaborative approach to build long-term relationships with clients, colleagues, and vendor partners.
Key Responsibilities- Respond to and document client inquiries, escalating complex issues to senior staff as needed.
- Process daily service needs, including change requests, endorsements, proofs, audits, and policy-related documents.
- Manage activities and follow-ups to ensure timely completion of open items.
- Review and process policies and endorsements for accuracy, addressing discrepancies for resolution.
- Assist with new and renewal processes, including information gathering, document preparation, binding, marketing, and other needs as directed.
- Support client documentation preparation, such as creating branded templates and developing basic content for proposals, stewardship, and presentations.
- Leverage Hylant technology, tools, and resources to proactively manage internal systems, client portals, and assigned account details.
- Assist with invoicing and billing questions or issues.
- Drive completion of Surplus Lines process for non-admitted placements, ensuring accurate state filings.
- Bachelor's degree in business, insurance, risk management, or a related field.
- Two 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.
- Exceptional oral and written communication skills.
- Ability to work well in a team environment.
Hylant is a full-service insurance brokerage with over 20 offices in eight states. We're a multi-year recipient of Best Places to Work in Insurance and pride ourselves on being a family-owned business that treats our clients, employees, and communities like family. We're committed to strengthening and protecting the businesses, employees, and communities of our client family by embracing them as our own.
We're an equal opportunity workplace and welcome applicants from diverse backgrounds. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify.
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