Commercial Insurance Client Service Specialist

SAFEPRO Insurance Services; Charlotte (NC); On-site; USD 43,000 - 55,000; Full time

Benefits offered by this job

Medical coverage

Paid time off

Retirement plan

Job summary

SAFEPRO Insurance Services in Charlotte, NC is seeking a detail-oriented Customer Service Representative to support the account management team with routine policy service requests, document coordination, and timely client responses.

You will issue certificates of insurance, respond to document requests, assist with renewals, and maintain electronic files, escalating complex questions as needed to the account managers.

Qualifications

• Previous insurance agency experience preferred.
• Familiarity with commercial insurance terminology and policy documentation.
• Strong written communication and organizational skills.
• Proficiency with Microsoft Office and general office software.
• Applicable state insurance licensing required when performing regulated activities.

Responsibilities

• Issue certificates of insurance and process routine endorsements.
• Respond to client requests for policy documents and coverage information.
• Assist with renewal preparation and collect updated exposure information.
• Follow up with insurance companies regarding endorsements, policy changes, and outstanding requests.
• Maintain electronic files and update client information in the agency management system.
• Escalate complex coverage questions to the appropriate account manager.
• Monitor outstanding service requests and help meet internal turnaround targets.

Skills

Insurance agency experience

Commercial insurance knowledge

Written communication

Organizational skills

MS Office proficiency

State licensing

Job description

SAFEPRO Insurance Services in Charlotte, NC is seeking a detail-oriented Customer Service Representative to support the account management team with routine policy service requests, document coordination, and timely client responses.

You will issue certificates of insurance, respond to document requests, assist with renewals, and maintain electronic files, escalating complex questions as needed to the account managers.