Client Service Specialist – Personal Lines

Relation Insurance Services

Client Service Specialist executing administrative tasks for account management and policy servicing. Supporting client experience and internal compliance within an innovative insurance brokerage.

Posted 7/29/2026full-timeRemote • Massachusetts • 🇺🇸 United StatesJunior💰 $15 - $30 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client accounts, processing policy changes, and utilizing technology to enhance client service. Proficient in insurance products, customer service, and maintaining effective communication with clients and stakeholders.

Highest-signal resume keywords

Property And Casualty LicenseCustomer Service ExperienceKnowledge Of Insurance MarketsMicrosoft Office Suite ProficiencyBilingual (English/Spanish)

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Policy Change ProcessingAccount ManagementInsurance Ratings KnowledgePersonal Lines Coverage KnowledgePolicy IssuanceData EntryPolicy Cancellation ProcessingMVR OrderingEndorsement VerificationInsurance Underwriting Procedures

Soft Skills

Outstanding Interpersonal SkillsEffective Communication SkillsAbility To Work IndependentlyTeam CollaborationTime Management

Tools & Technologies

Agency Management SystemProprietary AI SolutionsCarrier WebsitesMicrosoft Excel

Certifications & Qualifications

Associate In Insurance (AINS)Certified Insurance Service Representative (CISR)

Industry Keywords

Insurance ProductsClient ServicePolicy EndorsementsRenewal PoliciesLoss Runs

About the role

Key responsibilities & impact

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
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
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
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

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