Client Service & Policy Support Specialist

Relation Insurance Services; United States; On-site; USD 26,000 - 52,000; Full time

Benefits offered by this job

Competitive pay

Health & wellness benefits

401K

Paid time off and holidays

Job summary

Relation Insurance Inc. is seeking a Client Service Specialist to handle administrative tasks related to account management and policy servicing. You will process endorsements, renewals, cancellations, and maintain accurate records to ensure timely and compliant service.

The role requires a Property & Casualty license within 90 days, and preferred AINS/CISR. Bilingual English/Spanish is a plus; 1+ year in customer service is preferred. Competitive pay and robust benefits are offered.

Qualifications

• Property and Casualty license within 90 days of hire.
• AINS/CISR designation preferred.
• High School Diploma or equivalent.
• Bilingual English/Spanish preferred.
• 1+ year experience in Customer Service preferred.
• Knowledge of insurance markets, products, services, ratings and underwriting procedures preferred.
• Working knowledge of commercial lines of coverage preferred.
• Proficient in using computers and MS Office; able to learn new software.
• Outstanding interpersonal and communications skills are required to maintain client relationships.

Responsibilities

• Orders renewal policies, verifies them against proposals, and processes in the Agency Management System.
• Handles endorsements including entry on company websites; follows up on endorsements not received, checks 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 in 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; notifies Account Manager if risk of cancellation exists.
• 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.
• Orders motor vehicle reports (MVRs) and loss runs as directed.
• Reviews mail; acts as a backup for office phone calls and walk-in traffic.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process.
• Performs other projects, duties, and tasks as assigned.

Skills

Customer service

Interpersonal skills

Bilingual English/Spanish

Microsoft Office

Insurance knowledge

Education

High School Diploma

AINS or CISR

Tools

Agency Management System

Microsoft Office Suite

Job description

Relation Insurance Inc. is seeking a Client Service Specialist to handle administrative tasks related to account management and policy servicing. You will process endorsements, renewals, cancellations, and maintain accurate records to ensure timely and compliant service.

The role requires a Property & Casualty license within 90 days, and preferred AINS/CISR. Bilingual English/Spanish is a plus; 1+ year in customer service is preferred. Competitive pay and robust benefits are offered.