Relation Insurance
ClientServiceSpecialist-CommercialLines
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Service Specialist - Commercial Lines at Relation Insurance. Skills: Account management, Policy servicing, Client service. Execute administrative tasks. Process policy endorsements”
What They're Looking For.
Must Have
High School Diploma or equivalent, Computer literate, Ability to learn new software, Understand written and oral communications, Interpret information written within policies, Work independently with limited supervision, Work effectively in a team environment, Function effectively under tight time constraints, Consistently meet strict deadlines, Prioritize tasks, Handle multiple tasks
Nice to Have
Property and Casualty License within 90 days, Associate in insurance (AINS) Designation, Certified Insurance Service Representative (CISR) Designation, Bilingual (English/Spanish), 1+ year experience in Customer Service, Knowledge of insurance markets, Knowledge of insurance products, Knowledge of insurance services, Knowledge of insurance ratings, Knowledge of underwriting procedures, Working knowledge of commercial lines of coverage
What You'll Do.
Execute administrative tasks
Process policy endorsements
Process policy renewals
Process policy cancellations
Maintain accurate account records
Ensure timely handling of client requests
Ensure accurate handling of client requests
Ensure timely policy updates
Ensure accurate policy updates
Ensure timely back-end service work
Ensure accurate back-end service work
Support client experience
Meet internal compliance standards
Order renewal policies
Verify renewal policies against proposals
Process renewals in Agency Management System
Enter endorsements on company websites
Follow up on endorsements not received
Check endorsements for accuracy
Send endorsements to client
Follow up on new business submissions
Enter policies in carrier websites
Rate policies in carrier websites
Issue standard certificates of insurance
Issue other forms for holders
Monitor payment status of direct bill policies
Prevent cancellations of direct bill policies
Notify Account Manager of cancellation risk
Update agency management system with activity
Update agency management system with payments
Update agency management system with closures
Verify audit accuracy
Review audits with agency staff
Send audit review letter to clients
Order motor vehicle reports
Act as backup for office phone calls
Act as backup for walk-in traffic
Adopt innovative technology into service process
Deliver best-in-class client service experience
Perform other projects
How You'll Work.
Team & Collaboration
Work effectively in a team environment; Maintain effective relationships with co-workers; Maintain effective relationships with carriers; Maintain effective relationships with vendors
Communication Scope
Client communications; Carrier communications; Vendor communications
Full Job Description
**WHO WE ARE** Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. **WHAT WE’RE LOOKING FOR** The Client Service Specialist executes all administrative tasks related to account management and policy servicing. These duties include processing policy endorsements, renewals, cancellations, and maintaining accurate account records. The Client Service Specialist 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. **A GLIMPSE INTO YOUR DAY** * 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. * Order motor vehicle reports “MVRs” and loss runs as directed. * Revi
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