Client Services & Renewal Specialist - Commercial Insurance

C4035 Stewart Solutions, LLC; Texas; Hybrid; USD 25,000 - 33,000; Full time

Benefits offered by this job

Health options

Paid time off

401(k) with company match

Employee stock purchase program

Employee discounts

Job summary

Stewart Insurance is seeking an energetic client services representative to support and service our existing commercial insurance clients, proactively manage policy renewals, assist with coverage changes and billing inquiries. This role collaborates with insurance advisors and carrier partners to ensure client needs are addressed promptly and professionally.

The ideal candidate will have a Bachelor’s degree, experience with CRM platforms, and strong account management and client service skills,

Qualifications

• Bachelor’s degree in relevant field preferred.

Responsibilities

• Supports transactions by assisting customers with various inquiries through established communication and relationship-based service.
• Looks for opportunities to deepen client relationships through anticipation of needs and education.
• Typically follows existing procedures to perform routine assignments and to solve standard problems.
• Analyzes basic information and standard practices to make decisions impacting client operations.

Skills

Communication

Relationship building

Customer service

Education

Bachelor's degree

General Lines Agent license (preferred)

Tools

CRM platforms

Computer systems

Job description

Stewart Insurance is seeking an energetic client services representative to support and service our existing commercial insurance clients, proactively manage policy renewals, assist with coverage changes and billing inquiries. This role collaborates with insurance advisors and carrier partners to ensure client needs are addressed promptly and professionally.

The ideal candidate will have a Bachelor’s degree, experience with CRM platforms, and strong account management and client service skills,