Client Service Associate

Description

• 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 assigned.
• Perform other duties and special projects as requested.