Client Service Specialist - Commercial Lines

Relation Insurance Services; Medinah (IL); On-site; Full time

Job summary

A leading insurance company is seeking a Client Service Specialist to manage account and policy servicing tasks. This entry-level role involves processing policy endorsements, managing client requests, and maintaining accurate records. Ideal candidates will possess strong customer service skills, a high school diploma, and ideally, a Property and Casualty License.

Benefits

Competitive pay

Health and wellness programs

401K

Paid time off

Career advancement opportunities

Qualifications

• Property and Casualty License may be required within 90 days of hire.
• 1+ year experience in Customer Service preferred.
• Bilingual (English/Spanish) preferred.

Responsibilities

• Processes policy endorsements, renewals, and cancellations.
• Ensures timely handling of client requests and updates.
• Monitors payment status of direct bill policies.

Skills

Customer Service

Communication

Interpersonal Skills

Problem Solving

Education

High School Diploma or equivalent

Tools

Microsoft Office Suite

Job description

Client Service Specialist - Commercial Lines

Client Service Specialist - Commercial Lines

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Relation Insurance Services provided pay range

This range is provided by Relation Insurance Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$20.00/hr - $39.00/hr

WHO WE ARE

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

• 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 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 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 letter 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.
• Performs other projects, duties, and tasks, as assigned.

WHAT YOU NEED TO BE SUCCESSFUL IN THIS ROLE

• 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 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. 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.

WHY CHOOSE RELATION?

• 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 and more.
• Career advancement and development opportunities.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative, General Business, and Customer Service

• Industries

  Insurance

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Inferred from the description for this job

Medical insurance

401(k)

Vision insurance

Paid maternity leave

Paid paternity leave

Tuition assistance

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