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Client Service Specialist - Commercial Insurance

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Overview

Schedule
Full-time
Career level
Senior-level
Remote
On-site

Job Description

The Opportunity:

The Client Service Specialist is responsible for providing a consistent level of service and support to identified clients and teams, handling or directing daily service needs while interacting in a consultative and collaborative way to deliver a “best in class” client experience resulting in client retention and growth while building long term relationships with our clients, colleagues, and vendor partners.

In This Role You Will Execute On:

  • Respond to and appropriately 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 in expected timeframe.

  • Review and process policies and endorsements for accuracy of coverage, policy, content, and form completion; address or escalate any 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 ensuring all internal systems, client portals, and assigned account details are proactively managed and meet client needs.

  • Assist in the research of invoicing and billing questions or issues. Drive completion of Surplus Lines process for non-admitted placements including documentation and invoicing to ensure the Surplus Lines team can manage necessary and accurate state filings.

  • Perform other duties and special projects as requested.

In this Role You Will Need:

  • Bachelor’s degree business, insurance, risk management, or similar field of study. 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

  • Exception oral and written communication skills

  • Ability to work well in a team environment.

Why Hylant?

A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with over 20 offices in eight states. And since the founding of our family-owned business over 90 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We’re more than an insurance brokerage firm and you’re more than a client, employee or neighbor. You’re family. And that’s just the way we treat you.

Hylant is proud to be 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. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify.

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

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FAQs About Client Service Specialist - Commercial Insurance Jobs at Hylant Group

What is the work location for this position at Hylant Group?
This job at Hylant Group is located in Indianapolis, Indiana, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Hylant Group?
Employer has not shared pay details for this role.
What employment applies to this position at Hylant Group?
Hylant Group lists this role as a Full-time position.
What experience level is required for this role at Hylant Group?
Hylant Group is looking for a candidate with "Senior-level" experience level.
What is the process to apply for this position at Hylant Group?
You can apply for this role at Hylant Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.