Client Service Specialist, Small Business Unit - Commercial Lines
About The Position
The Client Service Specialist, Small Business Unit, executes administrative tasks related to account management and policy servicing for small commercial accounts. The role processes policy endorsements, renewals, and cancellations; maintains accurate account records; and handles client requests, policy updates, and back-end service work accurately and on time to support the client experience and meet internal compliance standards. The position also supports client service by processing policy information through agency and carrier systems, tracking claims and payments, reviewing audits, issuing certificates and other forms, and assisting with office mail, calls, and walk-in traffic. The specialist is expected to adopt innovative technology, including proprietary AI solutions, in the service process.
Requirements
- Obtain a Property and Casualty License from the state of domicile within 90 days of hire and maintain it thereafter.
- High school diploma or equivalent.
- Proficiency with computers and Microsoft Office Suite, computer literacy, and the ability to learn new software.
- Strong interpersonal and communication skills to maintain effective relationships with clients, coworkers, carriers, vendors, and others.
- Ability to understand written and oral communications and interpret information written within policies.
- Ability to work independently with limited daily supervision and effectively in a team environment.
- Ability to work under tight time constraints, meet strict deadlines, prioritize, and handle multiple tasks in a demanding environment.
Nice To Haves
- Associate in Insurance (AINS) and/or Certified Insurance Service Representative (CISR) designation.
- Bilingual English/Spanish skills; may be required depending on location.
- At least 1 year of customer service experience.
- Knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures.
- Working knowledge of commercial lines of coverage.
Responsibilities
- Order renewal policies, verify them against proposals, and process them in the Agency Management System.
- Process endorsements, including entering them on company websites, following up with carriers on missing endorsements, checking accuracy, billing endorsements, and sending them to clients.
- Follow up on new business submissions with carriers not managed by Risk Placement Specialists.
- Enter and rate policies on carrier websites and order new policies as needed.
- Issue standard certificates of insurance and other forms for holders, such as EOPs and binders.
- Monitor payment status of direct bill policies and notify the Account Manager when non-payment puts a policy at risk of cancellation.
- Track claims and update the agency management system with activity, payments, and closures.
- Verify audit accuracy, review audits with agency staff, bill audits, and send audit review letters to clients.
- Order motor vehicle reports (MVRs) and loss runs as directed.
- Review and process mail, and back up office phone calls and walk-in traffic as needed.
- Adopt innovative technology, including proprietary AI solutions, in the service process.
- Perform other projects, duties, and tasks as assigned.
Benefits
- Competitive pay.
- Family health and wellness programs.
- 401(k).
- Employee assistance programs.
- Paid time off.
- Paid holidays.
- Career advancement and development opportunities.
- Potential eligibility for a discretionary annual incentive program.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
