Client Service Specialist

October 4, 2024

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Relation Insurance Services

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1001 - 5000 employees

Description

• Assists with the day-to-day maintenance of customer files and acts as the front-line administrative processor. • Remains knowledgeable of advances in the insurance business and types of insurance products. • 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. • Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.). • Checks audits for accuracy and reviews with agency staff as appropriated. • Bill audits, creates audit review letter, and sends to client. • Supports the renewal process by initiating and processing requests for updates from clients. • Orders motor vehicle reports (MVRs) and loss run reports as directed. • Checks renewal policies against applications and quotes. • Enters and rates policies in carrier websites and orders new policies as needed. • Follows up on new business and renewal submissions with carriers for submissions as requested by the Xpress Account Manager. • Performs other projects, duties, and tasks, as assigned.

Requirements

• High School Diploma. • A Property and Casualty License from state of domicile is required within 90 days of hire and must be maintained thereafter. • 3+ years’ experience in Customer Service. • Bilingual a must or a plus depending on location. • Experience with commercial lines insurance preferred. • Proficient in using computers, Microsoft Office Suite (emphasis on Excel), agency management systems software, and online rating systems. • Knowledge of insurance markets, products, services insurance ratings and underwriting procedures. • 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 consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment. • Customer focused, high integrity, excellent work ethic.

Benefits

• Competitive pay. • 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.