Client Service Specialist - Personal Lines

Client Service Specialist

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

What We're Looking For

The Client Service Specialist executes all administrative tasks related to account management and policy servicing. These duties include processing policy endorsements, renewals, cancellations, and maintaining accurate account records. The Client Service Specialist ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards.

A Glimpse Into Your Day

• Maintains client files and ensures accurate account information.
• Processes policy change requests.
• Follows up on policy change requests / endorsements, checks endorsements for accuracy, processes completed endorsement and prepares for delivery.
• Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System.
• Enters and rates policies in carrier websites and orders new policies as needed.
• Issues standard certificates of insurance, auto ID cards and other forms for policy holders.
• Prepares policy cancellation / lost policy release forms and sends to clients. Follows up on policy cancellations as needed.
• Orders motor vehicle reports "MVRs" and loss runs as directed.
• Reviews and processes mail. Acts as a backup for office phone calls and walk-in traffic as needed.
• Performs other projects, duties, and tasks, as assigned.

What Success Looks Like In This Role

Why Choose Relation?

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.