Client Service Specialist – Personal Lines

Role Overview

• 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.

Requirements

• A Property and Casualty License from state of domicile may be required within 90 days of hire and must be maintained thereafter
• Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred
• High School Diploma or equivalent
• Bilingual (English/Spanish) preferred; may be required, depending on location
• 1+ year experience in Customer Service
• Knowledge of insurance markets, products, services insurance ratings and underwriting procedures
• Working knowledge of personal lines of coverage
• Proficient in using computers and Microsoft Office Suite (emphasis on Excel)
• Must be computer literate with the ability to learn new software
• Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others
• Must be able to understand written and oral communications and interpret information written within policies
• Ability to work independently with limited daily supervision and to work effectively in a team environment
• Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.

Benefits

• Competitive pay
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs
• 401K
• employee assistance programs
• paid time off
• paid holidays