Client Service Specialist - Commercial Insurance

Overview

The Client Service Specialist provides a consistent level of service and support to identified clients and teams, handling daily service needs while delivering a consultative and collaborative experience aimed at client retention and growth and building long-term relationships with clients, colleagues, and vendor partners.

• Respond to and document routine client inquiries; escalate complex inquiries to more senior staff.
• Process daily service needs such as change requests, endorsements, proofs, audits, and other policy-related documents.
• Manage activities and follow-ups to document and accomplish open items within expected time frames.
• Review and process policies and endorsements for accuracy of coverage, policy, content, and form completion; address or escalate discrepancies for resolution.
• Assist and support new and renewal processes including gathering information, document preparation, binding, marketing, and other needs as directed.
• Assist with client documentation preparation such as creating branded templates and developing basic content for proposals, stewardship, presentations, etc.
• Leverage Hylant technology, tools, and resources to ensure all internal systems, client portals, and account details are proactively managed to meet client needs.
• Assist in researching invoicing and billing questions or issues.
• Drive completion of Surplus Lines processes for non-admitted placements including documentation and invoicing to ensure the Surplus Lines team can manage necessary state filings.
• Perform other duties and special projects as requested.

• Bachelor’s degree in business, insurance, risk management, or a related field; equivalent combination of education and work experience may be considered.
• Two (2) 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 an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, veteran status, disability or any other characteristic protected by law. Hylant participates in E-Verify.