Commercial Lines Client Relations Specialist (Hybrid)

Diversified Insurance Industries; Cockeysville (MD); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

35-hour workweek

Hybrid work schedule after 90 days

Health, Dental, Vision insurance

Retirement plan

Paid time off

Job summary

Diversified Insurance is seeking a Client Relationship Associate (Commercial Lines) to join our team in Hunt Valley, MD. You will work with Account Managers to deliver customized analyses, manage documentation, and serve as the main client contact to ensure exceptional service.

Role requires a Maryland Property & Casualty license, at least 2 years in Commercial Lines, and strong communication skills. We offer a hybrid work model, 35-hour workweek, and comprehensive benefits.

Qualifications

• Bachelor’s degree from accredited college or university preferred.
• 2 years of Commercial Lines experience.
• Excellent written and verbal communication skills with a high level of professionalism.
• Proficiency in Microsoft Office preferred.
• Experience working in EPIC and CSR24 a plus.

Responsibilities

• Providing information and documents to clients as needed according to procedures and standards; and handling complex issues escalated from Client Service Representatives.
• Establish and maintain strong relationships with assigned clients and assist CRMs with retention strategies.
• Contribute to renewal marketing strategy by obtaining information as requested.
• Maintain an outstanding level of data integrity in Epic.
• Provide tailored, personalized consultation to clients; assist with complicated accounting issues, process audits and analyze/send the results to clients, access and navigate carrier websites, and verify coverage for third parties.
• Follow DII procedures and workflows.
• Exercise discretion and judgement in prioritizing workload.
• Handle new business, renewals, invoices, endorsements, certificates, and ratings.

Skills

Customer service

Multitasking

MS Office

EPIC

CSR24

Education

Bachelor’s degree preferred

Tools

Epic

CSR24

Job description

Diversified Insurance is seeking a Client Relationship Associate (Commercial Lines) to join our team in Hunt Valley, MD. You will work with Account Managers to deliver customized analyses, manage documentation, and serve as the main client contact to ensure exceptional service.

Role requires a Maryland Property & Casualty license, at least 2 years in Commercial Lines, and strong communication skills. We offer a hybrid work model, 35-hour workweek, and comprehensive benefits.