Client Service Associate - Employee Benefits or Commercial Insurance (January 2027 Cohort)
Core
Client Service Associate in Hylant's Foundations Training & Development Program preparing for Commercial Property & Casualty or Employee Benefits client service roles.
Role type
Client Service Associate (Insurance Brokerage Trainee)
Builds
Client presentations, reports, and insurance documentation for Commercial Property & Casualty or Employee Benefits clients.
Domain
Insurance Brokerage
Deliverable
client delivery
Required skills
Property & Casualty or Life & Health licensure, Microsoft Office (Excel, Word, PowerPoint, Outlook), data entry, document management, policy processing
Preferred skills
Associates or Bachelor's Degree
Responsibilities
Prepare and distribute client presentations, process insurance verification requests, maintain client information in agency management systems, compile documents for renewals, cross-train in specialized functions
Seniority
Entry-level, training cohort