Client Service Specialist - Real Estate

The Opportunity:

The Client Service Specialist (CSS) position will consistently and effectively develop, enhance, and solidify relationships with the service team by providing exceptional service in accordance with Hylant standards. The CSS role will provide a high level of quality support to the Client Service Managers (CSM) and Client Executives (CE) in the Real Estate Vertical and the handling of the team accounts.

In the CSS capacity, the employee will continue to grow and develop insurance surety knowledge in a professional and reliable manner.

The Client Service Specialist will work hybrid based out of one of our offices and needs to have exceptional communication skills, relationship development, and the ability to effectively multi-task. The successful applicant will be a self-directed team player and is driven by prompt, accurate, and thoughtful service to clients.

• Providing prompt, accurate, and thoughtful service to Commercial team members and insurance carriers.
• Consistently responding to internal and external inquiries within 24 hours of when they are received.
• Master and executing on the daily servicing and processing for clients within EPIC (Agency Management System).
• Working closely with CSMs on renewals and remarketing tasks including but not limited to: preparation of applications, negotiations with underwriters, obtaining quotes, creating proposals, monitoring stats, and follow‑up with client in conjunction with the Alternative Marketing Workflow.
• Ensuring support of the Client Engagement Strategy (including scheduling, creating of documents, documentation in EPIC, etc.)
• Continuous improvement of professional skills, industry knowledge and key relationships.
• Provide backup support for other team members in times of absence.

• Property & Casualty licensing in good standing
• 2+ years of insurance service experience
• Excellent customer service, time management and communication skills
• Strong verbal and email communication skills and knowledge of when to utilize one over the other
• Self-directed team player work style
• Passion around client management, problem solving and strategic planning
• Discipline, organized and efficient, effective at time management
• Ability to handle multiple projects at the same time effectively
• A high level of accuracy and a strong attention to detail are a must for success in this role
• Adherence to Hylant Core Values – Family, Hard Work, Honesty, Respect, and Empathy

A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with 22 offices in eight states. Since the founding of our family‑owned business over 90 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We’re more than an insurance brokerage firm and you’re more than a client, employee or neighbor.

You’re family. And that’s just the way we treat you.

Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E‑Verify.