Client Service Specialist - Personal Lines

Client Service Specialist

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

Job Description

The Client Service Specialist executes all administrative tasks related to account management and policy servicing. These duties include processing policy endorsements, renewals, cancellations, and maintaining accurate account records. The Client Service Specialist ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards.

Daily Responsibilities

Maintains client files and ensures accurate account information.

Processes policy change requests.

Follows up on policy change requests/endorsements, checks endorsements for accuracy, processes completed endorsement and prepares for delivery.

Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System.

Enters and rates policies in carrier websites and orders new policies as needed.

Issues standard certificates of insurance, auto ID cards and other forms for policy holders.

Prepares policy cancellation/lost policy release forms and sends to clients. Follows up on policy cancellations as needed.

Orders motor vehicle reports "MVRs" and loss runs as directed.

Reviews and processes mail. Acts as a backup for office phone calls and walk-in traffic as needed.

Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.

Performs other projects, duties, and tasks, as assigned.

Success Indicators

A Property and Casualty License from state of domicile may be required within 90 days of hire and must be maintained thereafter.

Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred.

High School Diploma or equivalent.

Bilingual (English/Spanish) preferred; may be required, depending on location.

1+ year experience in Customer Service.

Knowledge of insurance markets, products, services insurance ratings and underwriting procedures.

Working knowledge of personal lines of coverage.

Proficient in using computers and Microsoft Office Suite (emphasis on Excel). Must be computer literate with the ability to learn new software.

Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.

Must be able to understand written and oral communications and interpret information written within policies.

Ability to work independently with limited daily supervision and to work effectively in a team environment.

Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.

Why Choose Relation?

Competitive pay.

A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.

Career advancement and development opportunities.

Relation Insurance Services