Client Service Associate – Employee Benefits, Commercial Insurance

Hylant

Client Service Associate training in employee benefits or commercial insurance brokerage at Hylant, a family-owned insurance broker. Supporting client service teams through documentation, data entry, policy activities, and insurance verification.

Posted 8/17/2026full-timeToledo • Florida, Ohio • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in client service support within the insurance brokerage sector, with a focus on document management, data entry, and effective communication. Possesses knowledge of insurance products and the ability to utilize servicing tools and processes effectively.

Highest-signal resume keywords

Property & Casualty LicenseLife & Health LicenseMicrosoft Office SuiteDocument ManagementClient Service Support

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryDocument ManagementReport GenerationClient Presentation PreparationInsurance Verification Processing

Soft Skills

Organizational SkillsTeam CollaborationEffective Communication

Tools & Technologies

Agency Management SystemsMicrosoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft Outlook

Certifications & Qualifications

High School DiplomaAssociate’s DegreeBachelor’s DegreeProperty & Casualty LicenseLife & Health License

Industry Keywords

Insurance MarketplaceClient RenewalsEmployee BenefitsProperty & CasualtyClient Documentation

About the role

Key responsibilities & impact

Begin client service insurance brokerage training and development through Hylant’s Foundations Training & Development Program
Develop understanding and adoption of Hylant’s servicing tools and processes
Develop knowledge of the insurance marketplace, products, and services
Provide administrative and document management support to client service teams
Prepare, print, bind, and distribute client presentations and other deliverables
Run and distribute reports
Manage physical and electronic client documentation
Perform data entry and maintain client information in agency management systems
Process and distribute insurance verification requests, including certificates of insurance and identification cards
Assist with documents for client renewals and submissions
Support policy and account activities by gathering, compiling, preparing, and processing information and documents
Cross-train in specialized Property & Casualty or Employee Benefits functions
Perform other duties and special projects as requested

Requirements

What you’ll need

High School Diploma or equivalent required
Associate’s or Bachelor’s Degree preferred
Active Property & Casualty or Life & Health License, or ability to obtain within 100 days of employment
Intermediate Microsoft Office skills, including Excel, Word, PowerPoint, and Outlook
Ability to organize, plan, and prioritize with effective results
Intermediate to advanced communication skills, including listening, speaking, and writing
Ability to work well in a team environment
Must be legally authorized to work in the United States