Client Support Specialist – Standard Commercial Lines

Insurance Partners Agency LLC • Bath Township, OH

7h • Hybrid

About The Position

We are seeking a Client Support Specialist who plays a key role in supporting the Commercial Lines team by assisting with the daily processing of incoming and outgoing business activities. This position provides prompt, efficient, and high-quality service while supporting designated Commercial Account Managers. The ideal candidate is detail-oriented, organized, customer-focused, and able to manage multiple priorities in a fast-paced environment.

Requirements

• High school diploma or GED required.
• Ability to obtain an Ohio Property & Casualty (P&C) License within six (6) months of hire.
• Obtain and maintain an active Ohio Property & Casualty (P&C) License.
• Participate in continuing education and professional development related to commercial insurance, such as CISR coursework and other industry training opportunities.
• Strong attention to detail with the ability to identify missing or needed coverages on renewals and endorsements.
• Proficiency with Microsoft Office, including Excel and Word.
• Experience with or ability to learn AMS360, ImageRight, and carrier management platforms.
• Ability to navigate multiple carrier websites efficiently.
• Strong analytical, organizational, and problem-solving skills.
• Excellent verbal and written communication skills.
• Professional demeanor and commitment to exceptional client service.
• Ability to adapt to changing priorities while following agency guidelines and procedures.
• Strong time management skills with the ability to prioritize competing responsibilities.
• Ability to work independently and exercise sound judgment in a high-volume work environment.

Nice To Haves

• Previous insurance agency, administrative support, customer service, or office experience preferred.

Responsibilities

• Process policy audits received from carriers and refer to the Commercial Account Manager (CAM) when applicable according to audit procedures.
• Review and process endorsements and change requests for accuracy after they have been ordered by the CAM, including carrier follow-up as needed.
• Prepare endorsement summaries and documentation.
• Update policy information, billing screens, company commissions, producer codes, company codes, and status codes within agency management systems.
• Process agency-billed invoicing related to endorsements and audits.
• Obtain and file electronic documents from carrier websites into ImageRight.
• Prepare renewal certificates of insurance and basic new certificates of insurance as directed by the Account Manager.
• Assist with the preparation of initial insurance proposals for Account Manager review.
• Navigate carrier websites to access and retrieve renewals, endorsements, invoices, and other policy-related documents.
• Maintain accurate client and policy records while ensuring adherence to agency procedures and quality standards.
• Provide administrative and operational support to the Commercial Lines team as needed.

Benefits

• Health, dental and vision insurance from day one
• Company-funded health savings account (HSA)
• Life insurance, short and long-term disability insurance
• 401(k) with employer match
• Paid time off, including summer hours and paid parental leave

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED