Client Service Specialist, Commercial Lines
Relation Insurance Services
full-time
Posted on:
Location Type: Office
Location: Charlotte • North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $15 - $36 per hour
Job Level
Junior
About the role
- Process policy endorsements, renewals, cancellations, and maintain accurate account records
- Order renewal policies, verify against proposals, and process them in the Agency Management System
- Enter and rate policies on carrier websites and order new policies as needed
- Handle endorsements: enter on company websites, follow up with carriers, check for accuracy, bill endorsements and send to client
- Follow up on new business submissions with carriers not managed by Risk Placement Specialists
- Issue standard certificates of insurance and other forms for holders (e.g. EOP, Binders)
- Monitor payment status of direct bill policies to prevent cancellations and notify Account Manager of risk
- Track claims and update the agency management system with activity, payments, and closures
- Verify audit accuracy, review with agency staff, bill audits, and send audit review letters to clients
- Order motor vehicle reports (MVRs) and loss runs as directed
- Review and process mail; act as backup for office phone calls and walk-in traffic
- Perform 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
- Must be computer literate with the ability to learn new software
- Outstanding interpersonal and communications skills
- 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
- You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
policy endorsementsrenewalscancellationsaccount recordsinsurance ratingsunderwriting procedurescommercial lines of coveragemotor vehicle reportsclaims trackingaudit accuracy
Soft skills
interpersonal skillscommunication skillsindependent workteamworktime managementprioritizationmultitaskingattention to detailcustomer serviceproblem-solving
Certifications
Property and Casualty LicenseAssociate in Insurance (AINS)Certified Insurance Service Representative (CISR)