Client Service Specialist - Personal Lines (Remote)

Relation Insurance, Inc.; Massachusetts; On-site; USD 44,047,382 - 85,429,108; Full time

Job summary

Relation Insurance, Inc. is seeking a Client Service Specialist for personal lines. The role handles endorsements, renewals, cancellations, and back-end service to ensure accurate client records and timely responses.

A P&C license may be required within 90 days, with AINS/CISR preferred; English/Spanish bilingualism is a plus. Strong Excel skills and customer service experience are important. The position offers a remote-friendly environment across the US, with competitive pay and comprehensive

Qualifications

• 1+ year of customer service experience.
• Knowledge of personal lines insurance products and underwriting procedures.
• License in Property and Casualty may be required within 90 days of hire.

Responsibilities

• Process policy endorsements, renewals, and cancellations.
• Maintain accurate client account records in the agency system.
• Handle policy change requests and issue standard certificates of insurance.
• Provide timely, accurate service and support compliant with internal standards.

Skills

Customer Service

Bilingual English/Spanish

Education

High School Diploma or equivalent

Property and Casualty License

AINS

CISR

Tools

Excel

Job description

Relation Insurance, Inc. is seeking a Client Service Specialist for personal lines. The role handles endorsements, renewals, cancellations, and back-end service to ensure accurate client records and timely responses.

A P&C license may be required within 90 days, with AINS/CISR preferred; English/Spanish bilingualism is a plus. Strong Excel skills and customer service experience are important. The position offers a remote-friendly environment across the US, with competitive pay and comprehensive