Insurance Client Service Representative

2 weeks ago


Birmingham, Michigan, United States Hylant Full time
The Opportunity

We are seeking a highly skilled Client Service Specialist to join our team at Hylant. As a key member of our client service team, you will be responsible for providing exceptional service and support to our clients and teams, handling daily service needs, and delivering a best-in-class client experience.

Key Responsibilities
  • Respond to and document routine client inquiries, escalating complex issues to senior staff.
  • Process daily service needs, including change requests, endorsements, proofs, audits, and policy-related documents.
  • Manage activities and follow-ups to document and accomplish open items within expected timeframes.
  • Review and process policies and endorsements for accuracy, addressing discrepancies for resolution.
  • Assist with new and renewal processes, including gathering information, 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.
Requirements
  • 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.
About Hylant

Hylant is a full-service insurance brokerage with over 20 offices in eight states. We are 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 are an equal opportunity workplace and participate in E-Verify.


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