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Client Service Associate - Employee Benefits or Commercial Insurance

Hylant
Posted 3 days ago, valid for 12 days
Location

Ann Arbor, MI, US

Salary

Competitive

Contract type

Full Time

Health Insurance

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Sonic Summary

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  • The Client Service Associate position at Hylant offers a comprehensive training program starting in January 2027, focusing on foundational insurance knowledge and skills.
  • Candidates should possess a High School Diploma, with an Associate's or Bachelor's Degree preferred, and must obtain a Property & Casualty or Life & Health License within 100 days of employment.
  • The role involves administrative support, data entry, and assisting in client service activities, alongside cross-training in specialized functions.
  • Intermediate Microsoft Office skills and effective communication abilities are required for this position.
  • The salary for this role is not specified, but Hylant emphasizes a people-first culture and a supportive work environment.

The Opportunity:

The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant’s Foundations Training & Development Program.  This program offers a robust curriculum of foundational insurance learning experiences, knowledge and skills of Hylant clients supporting activities designed to prepare for successful transition to a dedicated Commercial Property & Casualty or Employee Benefits client service role. This position has a January 2027 start date.

In This Role You Will Execute On:

  • Develop an understanding and complete adoption of Hylant’s servicing tools and processes.
  • Obtain Property & Casualty or Life & Health licensure, developing and enhancing knowledge of the insurance marketplace, products, and services. 
  • 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, etc.
  • Process and distribute insurance verification requests such as certificates of insurance, identification cards, or similar documentation as requested.
  • Assist in compiling required documents for client renewals and submissions, as directed by appropriate client service team member.
  • Assist in policy/account activities by gathering, compiling and preparing necessary information, and following up & processing documents as directed. 
  • Cross train in specialized property & casualty or employee benefits functions to gain a broad awareness of all client service functions.
  • Perform other duties and special projects as requested.

In This Role You Will Need:

  • High School Diploma or equivalent required; Associates or Bachelor’s Degree preferred.
  • Active Property & Casualty or Life & Health License, or the ability to obtain within 100 days of employment.
  • Intermediate Microsoft Office skills (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




Why Hylant?


Since 1935, Hylant has been a family‑owned insurance brokerage built on relationships, trust, and a people‑first mindset. We believe great work is rooted in understanding people — our clients, our communities, and each other — and delivering thoughtful solutions that rise above the expected.

 

Anything But Typical. Everything for You. isn’t just a message; it’s how we show up. It reflects a culture where people come first, careers are supported with purpose, and going above and beyond is the standard, not the exception. At Hylant, you’re more than an employee, you’re part of a team that treats one another like family and works together to make a meaningful impact.




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By applying, a Sonicjobs account will be created for you. Sonicjobs's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.