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Full-time
high school, associate degree, bachelor degree
Posted 11d ago
~40 hrs/week
Responsibilities
The associate will participate in a foundational training program to support commercial property, casualty, or employee benefits client service teams. Responsibilities include managing client documentation, performing data entry, processing insurance verification requests, and assisting with renewal preparations.
Requirements
Candidates must have a high school diploma or equivalent, with an associate or bachelor's degree preferred. Applicants are required to hold or obtain a Property & Casualty or Life & Health license within 100 days of employment.
Full job description
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.
Insurance and risk management specialists focused on your interests. Not ours.
Industry
Insurance
Company size
1,001-5,000 employees
Founded
1935
Headquarters
Toledo, OH
LinkedIn followers
19,666
A multi-year winner of Best Places to Work in Insurance (2009-2025), Hylant is a full-service insurance brokerage with offices in Florida, Georgia, Illinois, Indiana, Michigan, Ohio and Tennessee with more than 1,000 professionals on staff. Hylant offers complete risk management services, employee benefits consultation, wellness strategies, loss control, healthcare management and a wide array of insurance solutions for both businesses and individuals.
Offices: 811 Madison Ave., Toledo, OH 43604, US · 201 Depot St, Ann Arbor, Michigan 48104, US · 100 S. College Ave., Suite 100a, Bloomington, IN 47404, US · 444 North Michigan Ave, Suite 2900, Chicago, IL 60611, US · 50 E. Business Way, Suite 420, Cincinnati, OH 45241, US
Risk ManagementBusiness InsuranceEmployee BenefitsWellnessand Personal InsuranceInsurance
How many Finance & Accounting jobs are open in Cincinnati, OH right now?
There are currently 1,157 open finance & accounting positions in Cincinnati, OH listed on Clera. New openings are added daily as companies post roles.
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