Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System
Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client
Follows up on new business submissions with carriers not managed by Risk Placement Specialists
Enters and rates policies into carrier websites and orders new policies as needed
Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.)
Monitors payment status of direct bill policies to prevent cancellations and notifies the Account Manager if there is a risk of cancellation due to non-payment
Tracks claims and updates the agency management system with activity, payments, and closures
Verifies audit accuracy, reviews with agency staff, bills audits, and sends audit review letters to clients
Order 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
Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience
Performs other projects, duties, and tasks, as assigned

A Property and Casualty License from state of domicile is 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 preferred
Knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred
Working knowledge of commercial lines of coverage preferred
Proficient in using computers and Microsoft Office Suite
Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others
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

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

Client Service Specialist – Commercial Lines

Key skills