Client Service Specialist - Personal Lines

relationinsurance; Yuma (AZ); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive pay

Robust benefits package

Career advancement opportunities

Job summary

Relation Insurance seeks a Client Service Specialist to handle all account management and policy servicing tasks, including processing endorsements, renewals, and cancellations, while maintaining accurate client records and ensuring timely, compliant service to support a superior client experience.

The role requires proficiency with MS Office (Excel emphasis), strong communication, and the ability to work independently or in a team.

Qualifications

• Must have or obtain Property and Casualty license within 90 days.
• AINS and/or CISR preferred.
• HS diploma or equivalent.
• Bilingual English/Spanish preferred.
• 1+ year in customer service.
• Knowledge of insurance markets and personal lines.
• Proficient in MS Office; Excel emphasis.
• Strong interpersonal and communication skills.
• Ability to work independently and in a team.
• Ability to meet deadlines under pressure.

Responsibilities

• Maintain client files and accurate account information.
• Process policy endorsements and renewals.
• Follow up on change requests and endorsements for accuracy.
• Verify renewals against proposals in the Agency Management System.
• Enter and rate policies in carrier websites.
• Issue certificates of insurance and auto ID cards.
• Prepare cancellation and release forms; follow up on cancellations.
• Order MVRs and loss runs as directed.
• Assist with mail and act as backup for calls.
• Adopt AI solutions to enhance client service.
• Perform other projects and tasks as assigned.

Skills

Customer service

Communication skills

Multitasking

Time management

Teamwork

Independent work

Problem solving

Bilingual (English/Spanish)

Education

High School Diploma

Property and Casualty License (within 90 days)

AINS

CISR

Tools

Excel

Microsoft Office

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