Client Support Specialist – Small Business Unit
About The Position
We are seeking a Small Business Unit (SBU) Client Support Specialist who provides administrative and operational support to the Commercial Lines Department by assisting with the daily processing of incoming and outgoing business activities. This position supports designated Small Business Unit Account Managers by delivering prompt, efficient, and high-quality service while ensuring accurate policy processing and maintenance. The ideal candidate is detail-oriented, organized, customer-focused, and able to thrive in a fast-paced environment while managing multiple responsibilities.
Requirements
- High school diploma or GED required.
- Ability to obtain an Ohio Property & Casualty (P&C) License within six (6) months of hire.
- Maintain an active P&C License through continuing education and industry-related coursework, such as CISR or similar professional development programs.
- Strong attention to detail, particularly when reviewing renewals, audits, and endorsements.
- Ability to identify missing or needed coverages and recognize discrepancies in policy documentation.
- Proficiency in Microsoft Office applications, including Word and Excel.
- Experience with or ability to learn AMS360, ImageRight, and carrier websites.
- Strong analytical and decision-making skills.
- Excellent written and verbal communication skills.
- Professional demeanor with a commitment to exceptional customer service.
- Ability to adapt to changing priorities and follow agency guidelines and procedures.
- Strong organizational skills with the ability to manage multiple responsibilities efficiently.
- Ability to work independently and as part of a team.
Responsibilities
- Process policy audits received from insurance carriers and refer items to the Commercial Account Manager (CAM) when applicable, following established audit procedures.
- Review and process endorsements and policy change requests for accuracy after they have been ordered by the CAM, including carrier follow-up as necessary.
- Update policy information, billing screens, company commissions, producer codes, company codes, and status codes in agency management systems.
- Process agency-billed invoices related to endorsements and audits.
- Retrieve, organize, and file electronic documents obtained from carrier websites into ImageRight.
- Navigate carrier websites to obtain renewals, endorsements, invoices, and other policy-related documentation.
- Maintain accurate client and policy records in accordance with agency standards and procedures.
- Provide administrative support to designated SBU Account Managers and the Commercial Lines team.
- Ensure timely completion of assigned tasks while maintaining a high level of accuracy and professionalism.
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
