Commercial Insurance Client Service Expert

Bluegrass Stream LLC; City of Poughkeepsie (NY); On-site; USD 42,000 - 64,000; Full time

Job summary

Bluegrass Stream LLC is seeking a Client Service Specialist to support commercial lines clients in a finance and insurance practice on-site in New York. You will manage policy servicing, renewals, endorsements, certificates, and billing inquiries, and you will educate clients on policy changes while maintaining precise records.

You will coordinate with producers and carriers, respond to coverage questions, support remarketing efforts, and participate in account reviews, ensuring high-touch

Qualifications

• Strong customer service skills with attention to detail and accuracy.
• Ability to coordinate with producers and carriers to resolve coverage issues.
• Proficiency in policy administration processes (renewals, endorsements, certificates, billing).
• Excellent communication skills for explaining policy updates to clients.
• Reliable documentation and organizational skills to support compliance.

Responsibilities

• Manage policy servicing, including renewals, certificates, endorsements, and billing inquiries.
• Provide timely, accurate client and carrier/producer responses to coverage questions.
• Support remarketing efforts and participate in account reviews.
• Educate clients on policy changes and related documentation.
• Maintain detailed, accurate account records in agency systems.
• Ensure compliance with applicable requirements and uphold high-touch service standards.

Skills

Customer service

Coordinate with producers and carriers

Policy administration

Communication

Documentation & organization

Job description

Bluegrass Stream LLC is seeking a Client Service Specialist to support commercial lines clients in a finance and insurance practice on-site in New York. You will manage policy servicing, renewals, endorsements, certificates, and billing inquiries, and you will educate clients on policy changes while maintaining precise records.

You will coordinate with producers and carriers, respond to coverage questions, support remarketing efforts, and participate in account reviews, ensuring high-touch