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About the Role

The Client Service Specialist executes all administrative tasks related to account management and policy servicing, ensuring timely and accurate handling of client requests and policy updates to support the client experience and meet compliance standards.

Responsibilities

• Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System.
• Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client.
• Follows up on new business submissions with carriers not managed by Risk Placement Specialists.
• Enters and rates policies in carrier websites and orders new policies as needed.
• Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.).
• Monitors payment status of direct bill policies to prevent cancellations and notifies the Account Manager if there is a risk of cancellation due to non-payment.
• Tracks claims and updates the agency management system with activity, payments, and closures.
• Verifies audit accuracy, reviews with agency staff, bills audits, and sends audit review letter to clients.
• Order 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.

Requirements

• A Property and Casualty License from state of domicile may be required within 90 days of hire and must be maintained thereafter.
• High School Diploma or equivalent.
• Bilingual (English/Spanish) preferred; may be required, depending on location.
• Proficient in using computers and Microsoft Office Suite.
• 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.
• Ability to work effectively in a team environment.
• Ability to function effectively under tight time constraints.
• Consistently meet strict deadlines.
• Prioritize tasks.
• Handle multiple tasks in a demanding work environment.

Skills

• Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred.
• 1+ year experience in Customer Service preferred.
• Knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred.
• Working knowledge of commercial lines of coverage preferred.
• Proficient in using computers and Microsoft Office Suite.
• Computer literate with the ability to learn new software.
• Interpersonal and communications skills.
• Ability to understand written and oral communications.
• Ability to interpret information written within policies.
• Ability to work independently.
• Ability to work effectively in a team environment.
• Ability to function effectively under tight time constraints.
• Ability to meet strict deadlines.
• Ability to prioritize.
• Ability to handle multiple tasks.

Experience Level

• 1+ year experience in Customer Service preferred.

Education Level

• High School Diploma or equivalent.

Salary/Compensations

• $19.00 - $37.50

Benefits

• Family health and wellness programs
• 401K
• Employee assistance programs
• Paid time off
• Paid holidays

About the Company

• 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.

Equal Opportunity

• Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
• This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.