Client Service Specialist – Personal Lines
Relation Insurance Services
full-time
Posted on:
Location Type: Office
Location: Candler • North Carolina • United States
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Salary
💰 $15 - $30 per hour
Job Level
About the role
- Maintains client files and ensures accurate account information
- Processes policy change requests
- Follows up on policy change requests/endorsements, checks endorsements for accuracy, processes completed endorsement and prepares for delivery
- Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System.
- Enters and rates policies in carrier websites and orders new policies as needed
- Issues standard certificates of insurance, auto ID cards and other forms for policy holders
- Prepares policy cancellation/lost policy release forms and sends to clients
- Follows up on policy cancellations as needed
- 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
- Knowledge of insurance markets, products, services insurance ratings and underwriting procedures
- Working knowledge of personal lines of coverage
- Proficient in using computers and Microsoft Office Suite (emphasis on Excel)
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Property and Casualty LicenseAINSCISRinsurance ratingsunderwriting procedurespersonal lines of coveragepolicy processingaccount managementcustomer servicepolicy change processing
Soft Skills
interpersonal skillscommunication skillsindependent workteamworktime managementprioritizationmultitaskingattention to detailrelationship managementadaptability
Certifications
Property and Casualty LicenseAINSCISR