Client Service Associate - Hylant Consulting
Hylant · Toledo, Ohio, US
The Opportunity: The Client Service Associate will begin their client service consulting training in the Hylant consulting division. Hylant’s Foundations Tra...
Job description
The Opportunity: The Client Service Associate will begin their client service consulting training in the Hylant consulting division. Hylant’s Foundations Training & Development Program. This program offers a robust curriculum of foundational insurance learning experiences, knowledge and skills of Hylant client supporting activities designed to prepare for successful transition to a dedicated Commercial Property & Casualty or Employee Benefits client service role. In This Role You Will Execute On: - Develop an understanding and complete adoption of Hylant’s servicing tools and processes. - Provide general administrative and document management support to client service teams such as preparation, printing, binding, and distribution of client presentations and other deliverables; run and distribute reports; and physical and electronic client documentation management. - Perform data entry and maintain client information in agency management system(s) including initial client set up, client information updates, policy details, document management, billing, etc. - Process and distribute billings both monthly and ad hoc with consulting SOW projects. - Assist in compiling required document...