Insurance Client Services Associate — Entry Level

United States Digital Space LLC; United States; Remote; USD 42,000 - 52,000; Full time

Job summary

United States Digital Space LLC seeks a Client Service Associate to support a book of commercial insurance clients, assisted by Account Managers and Producers. The role focuses on policy changes, endorsements, billing inquiries, certificates, and day-to-day client needs to reduce friction and ensure consistent service.

You will collaborate across teams to process COIs, review policies for accuracy, handle audits, track loss runs, and support renewal strategies while maintaining strong client

Qualifications

• 2 years of experience in commercial lines or property and casualty servicing preferred.
• Active Property and Casualty license preferred (company will assist candidate in obtaining P&C license)
• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook

Responsibilities

• Assist with the endorsement workflow — submitting requests to carriers, following up on completion, and processing approved changes including invoicing and delivery to the client
• Assist with policy reviews to confirm coverage accuracy and timely delivery; maintain accurate client records in agency management systems
• Process policy audits in accordance with carrier requirements and collaborate with Account Managers to resolve discrepancies and address audit-related issues.
• Issue and track Certificates of Insurance (COIs), ensuring compliance with carrier and contract requirements; maintain a current log of certificate holders and expirations and respond promptly to urgent requests
• Pull loss runs from carriers or TPAs, review for accuracy, and share with Account Executives to inform renewal strategy; support clients through claim reporting and follow-up as needed
• Manages open subjectivities and inspection workflows — requesting LPRs, BORs, and applications via DocuSign, following up with insureds, and routing completed items to carriers
• Assist with accounts receivable tracking, premium finance agreements, and payment plans; process cancellations and reinstatements under guidance; coordinate with carriers and internal accounting on billing discrepancies
• Support day-to-day client communication for assigned accounts, responding promptly to inquiries under the direction of senior team members; build positive client relationships and contribute to high satisfaction standards
• Partner with Account Managers, Account Executives, Marketing, and Producers to support service delivery; maintain SLAs and service timelines while upholding agency procedures and best practices

Skills

Analyze and solve problems

Attention to detail

Communication skills

Timely task completion

Team collaboration

Client focus

Dependability

Creative thinking

Organizational skills

Adaptability

Education

Property and Casualty license

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Applied Epic

Job description

United States Digital Space LLC seeks a Client Service Associate to support a book of commercial insurance clients, assisted by Account Managers and Producers. The role focuses on policy changes, endorsements, billing inquiries, certificates, and day-to-day client needs to reduce friction and ensure consistent service.

You will collaborate across teams to process COIs, review policies for accuracy, handle audits, track loss runs, and support renewal strategies while maintaining strong client