Property and Casualty Client Service Specialist

FinTrust Connect • Saint Petersburg, FL

1d • Hybrid

About The Position

FinTrust Connect has partnered with a specialized insurance organization to identify a Client Service Specialist for a confidential opportunity supporting builder-focused commercial insurance operations. This position is ideal for a detail-oriented insurance professional who excels in policy servicing, operational accuracy, and delivering a high-quality client experience. This role supports the daily servicing and operational execution of commercial insurance accounts, ensuring timely processing of certificates, endorsements, policy changes, and documentation management.

Requirements

• 1–3 years of P&C insurance agency or carrier servicing experience
• Working knowledge of General Liability, Property, Auto, Umbrella, and Workers' Compensation policies
• Hands-on experience with ACORD forms, COIs, and endorsements
• Familiarity with AMS platforms or comparable insurance systems
• Strong attention to detail and organizational skills
• Professional written and verbal communication abilities
• Ability to manage deadlines and multitask in a fast-paced environment

Nice To Haves

• Construction or builder-focused insurance experience preferred
• CISR designation or progress toward certification preferred

Responsibilities

• Process certificates of insurance, endorsements, cancellations, and reinstatements
• Maintain accurate and timely AMS documentation and audit trails
• Support builder warranty enrollment and compliance documentation
• Respond to client service requests and coordinate escalations when needed
• Monitor task queues to ensure timely completion of servicing activities
• Communicate status updates and timelines clearly to clients and internal teams
• Collaborate with account managers and operations leadership to improve workflows
• Assist with onboarding and training of new team members when applicable

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed