Client Service Specialist, Small Business Unit - Commercial Lines

Relation Insurance • Greensboro, NC

12h • $15 - $36

About The Position

The Client Service Specialist, Small Business Unit executes all administrative tasks related to account management and policy servicing for small commercial accounts. 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.

Requirements

• A Property and Casualty License from state of domicile is required within 90 days of hire and must be maintained thereafter.
• High School Diploma or equivalent.
• 1+ year experience in Customer Service preferred.
• Proficient in using computers and Microsoft Office Suite.  Must be computer literate with the ability to learn new software.
• 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.

Nice To Haves

• Associate in Insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred.
• Bilingual (English/Spanish) preferred; may be required, depending on location.
• Knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred.
• Working knowledge of commercial lines of coverage preferred.

Responsibilities

• 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 into 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 letters to clients.
• 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.
• Performs other projects, duties, and tasks, as assigned.

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 and more.
• Career advancement and development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees