Client Service Specialist

Job Description

Job Description

At Amwins, we succeed together — and have a good time doing it.

We know people don't leave companies. They leave cultures — which is why we work so hard on ours. At Amwins, we thrive on collaboration, not cutthroat competition. Our teams work together to help each other succeed, and we do right by our clients so they can do right by theirs.

First and foremost, we invest in our employees. That investment shows in everything we do; education and development programs, comprehensive and competitive benefits, and an organizational structure that's 43% owned by employee shareholders.

Our commitment to diversity, equity and inclusion helps cultivate an open, welcoming workplace that reflects the communities we serve. ​You will have the opportunity to volunteer within Amwins through a wide range of committees and in your community through the Amwins Foundation and Summer of Service.

Working at Amwins means you love what you do, how you do it and, ultimately, who you do it with. Whether it's today or 150 years from now, we continue to invest in our culture and your development so opportunities for growth and career advancement are never in short supply.

At Amwins, we win together — and have a good time doing it.

Learn more about us at amwins.com.

We see you in Amwins blue!

Join our Amwins Access State Fund team in Santa Rosa as a Client Service Specialist!

This is a full time, in office position in our Santa Rosa, CA office.

Position Summary:

The Client Service Specialist manages service requests from California State Fund associates and responds to inquiries and endorsement requests from assigned retail agents. This role operates within an alpha-split model, with accounts assigned by retail agent name in the Agency Management System (Nexsure). The CSS ensures timely, accurate, and professional servicing of in-force, renewal, new, and cancelled CA State Fund workers' compensation policies.

Essential Duties & Responsibilities:

• Use the Agency Management System (Nexsure) to initiate and manage service actions for CA State Fund requests and retail agent inquiries involving new, renewal, in-force, and cancelled workers' compensation policies.
• Research, evaluate, and resolve policy-related issues in collaboration with CA State Fund associates and retail agents.
• Build and maintain effective relationships with internal and external stakeholders through clear communication by email, Microsoft Teams, and phone.
• Provide timely, clear, and professional updates on service request status and resolution.
• Resolve complex service and billing issues with accuracy and appropriate follow-up.
• Apply working knowledge of WCIRB resources, including classifications, rules, and rating protocols.

Qualifications & Skills:

• Strong organizational and time management skills, with the ability to effectively prioritize competing tasks in a high-volume environment.
• Excellent verbal and written communication skills, with a professional and service-focused approach.
• Ability to work efficiently and accurately in a fast-paced, production-driven environment.
• Demonstrated ability to manage workloads, maintain priorities, and meet deadlines with minimal supervision.
• Ability to quickly learn and adapt to new systems, tools, workflows, and processes.
• Collaborative team player with the ability to work effectively with internal staff, retail agents, and CA State Fund associates.
• Proficiency with Microsoft Office, including Excel, Outlook, and Word, and comfort using internet research tools such as Google and Bing.

EDUCATION REQUIRED: Prior workers' compensation experience with an agency or carrier is required. High school diploma required; higher education degree preferred but not required. Property & Casualty license required.

PHYSICAL DEMANDS: This role requires sitting, standing, and the ability to lift to 10 pounds. The position is based in an office environment in Santa Rosa, CA.

** Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Pursuant to California regulation, the compensation range for this position is as stated and includes eligibility for performance-based bonuses.

California Pay Range

$25—$32 USD