Client Service Specialist - Personal Lines

relationinsurance; Charlotte (NC); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Competitive pay

Robust benefits package

Career advancement opportunities

Job summary

Relation Insurance Inc. is seeking a Client Service Specialist to execute administrative tasks related to account management and policy servicing in Charlotte, NC. You will handle endorsements, renewals, cancellations, and maintain accurate client records while ensuring compliance.

The role requires strong computer skills, proficiency with Excel, and excellent customer communication. A Property and Casualty license may be required within 90 days, with AINS/CISR preferred.

Qualifications

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

Responsibilities

• Maintains client files and accurate account information.
• Processes policy change requests and endorsements.
• Enters and rates policies in carrier websites and orders new policies.
• Issues certificates of insurance and auto ID cards for policyholders.
• Ensures timely handling of client requests and back‑end service work.

Skills

Customer Service

Bilingual (English/Spanish)

Microsoft Office

Excel

Communication

Education

High School Diploma

AINS

CISR

Tools

Agency Management System

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.

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Note: The above is not all encompassing of the full position description.

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.

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