Client Service & Policy Specialist

Relation Insurance Services; McAllen (TX); On-site; USD 21,187 - 49,015; Full time

Benefits offered by this job

Health and wellness programs

401K

Paid time off

Job summary

Relation Insurance Services in McAllen, Texas, is seeking a Client Service Specialist to manage account servicing and policy updates. This role involves processing renewals, endorsements, and ensuring accurate service delivery to clients.

The ideal candidate should have a High School Diploma, a Property and Casualty License is preferred, and knowledge in insurance markets. Competitive pay and career advancement opportunities provided.

Qualifications

• Property and Casualty License may be required within 90 days of hire.
• 1+ year experience in Customer Service preferred.
• Working knowledge of commercial lines of coverage preferred.

Responsibilities

• Process policy endorsements and renewals.
• Maintain accurate account records.
• Track claims and update the agency management system.

Skills

Customer Service

Bilingual (English/Spanish)

Insurance knowledge

Education

High School Diploma or equivalent

Tools

Microsoft Office Suite

Job description

Relation Insurance Services in McAllen, Texas, is seeking a Client Service Specialist to manage account servicing and policy updates. This role involves processing renewals, endorsements, and ensuring accurate service delivery to clients.

The ideal candidate should have a High School Diploma, a Property and Casualty License is preferred, and knowledge in insurance markets. Competitive pay and career advancement opportunities provided.