Client Service Specialist – Commercial Lines
Relation Insurance Services
full-time
Posted on:
Location Type: Office
Location: Greensboro • North Carolina • United States
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Salary
💰 $15 - $36 per hour
Job Level
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 into 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 letters 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
- Performs other projects, duties, and tasks, as assigned.
Requirements
- A Property and Casualty License from state of domicile is 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
- 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.
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
insurance ratingsunderwriting procedurescommercial lines of coveragepolicy processingclaims trackingaudit reviewendorsement handlingMVRsbillingcustomer service
Soft Skills
interpersonal skillscommunication skillsindependent workteamworktime managementprioritizationmultitaskingattention to detailproblem-solvingadaptability
Certifications
Property and Casualty LicenseAssociate in Insurance (AINS)Certified Insurance Service Representative (CISR)High School Diploma