Client Service Specialist - Personal Lines

Relation Insurance Services-posted 4 months ago
Full-time • Entry Level
Lexington, SC
501-1,000 employees
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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.

  • 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.
  • 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.
  • Performs other projects, duties, and tasks, as assigned.
  • A Property and Casualty License from state of domicile may be required within 90 days of hire and must be maintained thereafter.
  • High School Diploma or equivalent.
  • 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).
  • Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
  • 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.
  • Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred.
  • Bilingual (English/Spanish) preferred; may be required, depending on location.
  • Competitive pay.
  • Family health and wellness programs.
  • 401K.
  • Employee assistance programs.
  • Paid time off.
  • Paid holidays.
  • Career advancement and development opportunities.
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