Relation Insurance Services

Client Service Specialist – Commercial Lines, Transportation

Relation Insurance Services

full-time

Posted on:

Location Type: Office

Location: Charlotte • North Carolina • United States

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Salary

💰 $15 - $36 per hour

Job Level

Junior

About the role

  • 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
  • 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
  • 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
  • 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 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
  • Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others
  • 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
Benefits
  • 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
  • career advancement and development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Property and Casualty Licenseinsurance ratingsunderwriting procedurescommercial lines of coveragecustomer serviceclaims trackingpolicy processingendorsement handlingaudit reviewmotor vehicle reports
Soft Skills
interpersonal skillscommunication skillsindependent workteamworktime managementprioritizationmultitaskingattention to detailrelationship managementproblem-solving
Certifications
Associate in Insurance (AINS)Certified Insurance Service Representative (CISR)High School Diploma