Client Support Specialist – Standard Commercial Lines

Insurance Partners Agency LLC•Canton, OH

5d•Hybrid

About The Position

The Client Support Specialist provides administrative and technical support to the Commercial Lines Department by processing incoming and outgoing business activities. The role partners closely with Commercial Account Managers and Producers to deliver prompt, efficient, high-quality client service and maintain accurate policy servicing, documentation, and account records. The position is suited to an experienced Commercial Lines professional with strong attention to detail, excellent communication skills, and the ability to manage multiple priorities in a deadline-driven environment. The role includes processing audits, endorsements, policy changes, renewals, certificates, invoices, and account documentation; assisting with marketing and proposal activities; and using agency management systems and carrier websites to obtain and maintain policy information. The position is full-time and hybrid, based in one of the company's locations.

Requirements

High school diploma or GED.
At least two years of Commercial Lines Property & Casualty insurance experience.
Current and active Ohio Property & Casualty (P&C) license.
Maintain a current Ohio P&C license.
Strong understanding of commercial insurance policies, coverages, endorsements, renewals, and audits.
Ability to review certificate holder requirements and verify applicable policy coverages.
Knowledge of certificate wording requirements and ability to coordinate with insureds regarding coverage additions, quotations, and compliance needs.
Exceptional attention to detail and ability to identify missing coverages, coverage gaps, and policy discrepancies.
Proficiency with Microsoft Office applications, including Excel and Word.
Proficiency in AMS360, ImageRight, internet research, and carrier web portals.
Ability to navigate multiple carrier websites to obtain policy documents, invoices, endorsements, and renewal information.
Strong analytical, organizational, and decision-making skills.
Excellent verbal and written communication skills.
Professional demeanor and commitment to exceptional customer service.
Ability to adapt to changing priorities while following agency guidelines, procedures, and service standards.
Ability to work independently, prioritize competing responsibilities, and manage a high-volume workload accurately and efficiently.

Nice To Haves

Participate in continuing education and insurance-related professional development, such as CISR, CIC, or similar industry designation programs.

Responsibilities

Process policy audits received from carriers and refer applicable items to the Commercial Account Manager in accordance with agency audit procedures.
Review and process endorsements and policy change requests for accuracy after they are ordered by the Commercial Account Manager, including carrier follow-up when needed.
Prepare endorsement summaries and supporting documentation.
Assist Account Managers with pre-renewal marketing activities.
Process and review renewal policies for accuracy and completeness.
Prepare renewal certificates of insurance and basic new certificates as directed by the Commercial Account Manager.
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.
Obtain, organize, and file electronic documents from carrier websites into ImageRight.
Assist in developing initial client proposals for review by the Account Manager.
Use carrier websites to obtain renewals, endorsements, invoices, policy documents, and other account-related information.
Maintain accurate client records and policy documentation in accordance with agency standards and procedures.
Provide timely, professional support to Account Managers, Producers, carriers, and clients.