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Client Service Specialist – Commercial Lines
Relation Insurance ServicesClient Service Specialist executing account management and policy servicing tasks at Relation Insurance. Ensuring timely handling of client requests and maintaining compliance standards.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
policy servicingaccount managementinsurance ratingsunderwriting procedurescommercial lines of coverageclaims trackingaudit accuracy verificationpolicy endorsements processingrenewal processingcustomer service
Soft Skills
interpersonal skillscommunication skillsindependent workteamworktime managementprioritizationmultitaskingproblem-solvingattention to detailadaptability
Tools & Technologies
Agency Management SystemMicrosoft Office Suiteproprietary AI solutionscarrier websitescomputer literacy
Certifications & Qualifications
Property and Casualty LicenseAssociate in Insurance (AINS)Certified Insurance Service Representative (CISR)High School Diploma
Industry Keywords
insurance marketspolicy updatesclient experienceendorsementsloss runsmotor vehicle reports (MVRs)direct bill policiesaudit reviewclient relationshipscompliance standards
About the role
Key responsibilities & impact- Executes all administrative tasks related to account management and policy servicing
- Processes policy endorsements, renewals, cancellations, and maintains accurate account records
- Ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards
- 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
- 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
What you’ll need- 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
- 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
Comp & perks- 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