Client Services Specialist - Insurance & Policy Support

Relation Insurance Services; Belmont (MA); On-site; USD 27,000 - 44,000; Full time

Benefits offered by this job

Competitive pay

401K

Paid time off / Holidays

Job summary

Relation Insurance is seeking a Client Service Specialist to handle administrative tasks related to account management and policy servicing. Responsibilities include endorsements, renewals, cancellations, and maintaining accurate records to support client experiences and internal compliance.

The role requires 1+ year in Customer Service, proficiency with MS Office and Excel, and a willingness to work in a cooperative, fast-paced environment with strong communication skills.

Qualifications

• High School Diploma or equivalent.
• 1+ year experience in Customer Service.
• Knowledge of insurance markets, products, services, ratings and underwriting procedures.
• Familiarity with personal lines of coverage.
• Proficiency in Microsoft Office Suite, especially Excel.

Responsibilities

• Maintains client files and ensures accurate account information.
• Processes policy change requests and endorsements.
• Verifies endorsements for accuracy and prepares for delivery.
• Orders renewals, checks against proposals, and processes in the Agency Management System.
• Enters and rates policies on carrier websites and issues certificates of insurance.
• Prepares cancellation/lost policy forms and follows up on cancellations.
• Orders MVRs and loss runs as directed.
• Acts as backup for office calls and walk-in traffic.
• Adopts proprietary AI solutions to improve service delivery.

Skills

Customer service

Attention to detail

Bilingual

Education

High School Diploma

AINS/CISR designation preferred

Tools

Microsoft Office

Excel

Job description

Relation Insurance is seeking a Client Service Specialist to handle administrative tasks related to account management and policy servicing. Responsibilities include endorsements, renewals, cancellations, and maintaining accurate records to support client experiences and internal compliance.

The role requires 1+ year in Customer Service, proficiency with MS Office and Excel, and a willingness to work in a cooperative, fast-paced environment with strong communication skills.