Client Service Associate

Job description

The Opportunity: The Client Service Associate is responsible for supporting the commercial service team by providing excellent service and deliverables to external and internal clients in accordance with Hylant standards. In This Role You Will Execute On: - Grow and develop knowledge in insurance as well as Hylant’s servicing tools and processes to obtain Property & Casualty licensure. - Provide general administrative support to client service teams as requested. - Prepare client documentation such as proposals, policies, - Process insurance verification requests including certificates of insurance and automobile identification cards. - Maintain client information in agency management system(s) including initial client set up, client information updates, policy details, document management, and other related information as required. - Request loss run, credentialing, or motor vehicle records or reports. - Process requests for changes to insurance contracts. - Initiate and compile required documents for client submissions; electronically store and share documents with the appropriate client service team member for further action. - Coordinate and distribute client documentation as a...