Client Service Specialist, Personal Lines

Relation Insurance Services of North Carolina, Inc.; New York (NY); On-site; USD 27,000 - 44,000; Full time

Benefits offered by this job

Competitive pay

Health and retirement benefits

Career growth opportunities

Job summary

Relation Insurance Services is seeking a Client Service Specialist for our Small Business Unit to handle policy endorsements, renewals, and servicing for small commercial accounts. You will process changes, ensure accuracy, and support the client experience while adhering to compliance standards.

The role involves using agency systems, handling endorsements, and coordinating with carriers. Strong customer service, computer skills, and insurance knowledge are essential for success in this

Qualifications

• Property and Casualty license required within 90 days of hire.
• AINS/CISR designation preferred.
• High School Diploma or equivalent.
• Bilingual English/Spanish preferred; location dependent.
• 1+ year experience in Customer Service preferred.
• Knowledge of insurance markets, products, and underwriting procedures preferred.
• Personal lines knowledge preferred.
• Proficient in computers and Microsoft Office Suite.
• Must be computer literate and able to learn new software.
• Outstanding interpersonal and communication skills are required.

Responsibilities

• Process renewal policies and endorsements in the Agency Management System.
• Enter and rate policies on carrier websites; issue certificates of insurance.
• Follow up on new business submissions with non-managed carriers.
• Track payments and monitor direct bill status to prevent cancellations.
• Maintain accurate account records and respond to client requests promptly.
• Support back-end service work and internal compliance standards.
• Adopt proprietary AI solutions to improve client service processes.
• Perform other duties as assigned.

Skills

Bilingual English/Spanish

Customer service

MS Office

Education

High School Diploma

P&C License within 90 days

Tools

Agency Management System

Carrier websites

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, Small Business Unit executes all administrative tasks related to account management and policy servicing for small commercial accounts. 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 into 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 letters 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.
• 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 is 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 personal 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.

EEO STATEMENT

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.

SALARY & BONUS INFORMATION

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.

$19.71 - $32.21

ABOUT RELATION INSURANCE SERVICES

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.