Client Service Specialist - Personal Lines

Relation-Insurance-Services; Belmont (MA); On-site; USD 28,000 - 44,000; Full time

Benefits offered by this job

401K

Paid time off

Paid holidays

Health and wellness programs

Job summary

Relation Insurance in Belmont, MA is seeking a Client Service Specialist to handle account management and policy servicing tasks. You will process endorsements, renewals, cancellations, and maintain accurate records while delivering outstanding client service.

The role requires 1+ year in customer service, knowledge of personal lines, and proficiency with Excel and Microsoft Office. Bilingual English/Spanish is preferred and a Property & Casualty license may be needed within 90 days.

Qualifications

• 1+ year experience in customer service.
• Knowledge of insurance markets, products, services, ratings and underwriting procedures.

Responsibilities

• Maintains client files and ensures accurate account information.
• Processes policy change requests and endorsements.
• Orders renewal policies and verifies them against proposals.
• Enters and rates policies in carrier websites and issues standard certificates of insurance.
• Provides back‑end support to ensure timely client service within compliance standards.

Skills

Customer service

Insurance knowledge

Bilingual (English/Spanish)

Education

High School Diploma

AINS/CISR preferred

Tools

Excel

Microsoft Office Suite

Job description

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

• 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.
• 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.

WHAT SUCCESS LOOKS LIKE 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.
• 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.

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.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

$19.71 - $32.21

Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk‑management through our family of brands across the United States. More importantly, we’re a team of experienced professionals who genuinely care. Whether it’s for you, your family, or your business/organization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future.