Property and Casualty Client Service Specialist

Client Service Specialist St. Petersburg, FL

FinTrust Connect has partnered with a specialized insurance organization to identify a Client Service Specialist for a confidential opportunity supporting builder-focused commercial insurance operations. This position is ideal for a detail-oriented insurance professional who excels in policy servicing, operational accuracy, and delivering a high-quality client experience.

Why This Opportunity?

Culture: Team-oriented and process-driven environment with a strong focus on accountability, responsiveness, and professional development.

Workplace: On-site or hybrid opportunity based in St. Petersburg, Florida.

Function: This role supports the daily servicing and operational execution of commercial insurance accounts, ensuring timely processing of certificates, endorsements, policy changes, and documentation management.

Requirements:

• 13 years of P&C insurance agency or carrier servicing experience
• Working knowledge of General Liability, Property, Auto, Umbrella, and Workers' Compensation policies
• Hands-on experience with ACORD forms, COIs, and endorsements
• Familiarity with AMS platforms or comparable insurance systems
• Strong attention to detail and organizational skills
• Professional written and verbal communication abilities
• Construction or builder-focused insurance experience preferred
• CISR designation or progress toward certification preferred
• Ability to manage deadlines and multitask in a fast-paced environment

Description:

• Process certificates of insurance, endorsements, cancellations, and reinstatements
• Maintain accurate and timely AMS documentation and audit trails
• Support builder warranty enrollment and compliance documentation
• Respond to client service requests and coordinate escalations when needed
• Monitor task queues to ensure timely completion of servicing activities
• Communicate status updates and timelines clearly to clients and internal teams
• Collaborate with account managers and operations leadership to improve workflows
• Assist with onboarding and training of new team members when applicable