Personal Lines Client Service Specialist

Element Risk Management; Lima (OH); On-site; USD 52,000 - 64,000; Full time

Job summary

Element Risk Management is seeking a Personal Lines Client Service Specialist to service personal lines client service needs by analyzing customers’ needs and evaluating options in support of account managers and account executives.

The role emphasizes independent work, strong communication, and thorough knowledge of personal lines insurance, with responsibilities ranging from handling endorsements and billing to supporting client discussions on coverage changes and risk management.

Qualifications

• College degree or equivalent is desired.
• Must be organized with demonstrated skills for effective communication both verbal and written with the ability to influence others.
• Familiar with all operations with a thorough understanding of the agency system.
• Should have at least five years of experience in personal lines underwriting and marketing with a multi-line insurance agency or brokerage operation.

Responsibilities

• Support Account Managers and Account Executives to develop and retain customers.
• Answer questions from clients regarding coverage when applicable.
• Assist existing policyholders with endorsements, billing, EOIs, and coverage changes.
• Collaborate with Account Managers and Account Executives to provide feedback on customer and/or market conditions.
• Handle telephone calls and assist Account Managers and Account Executive as applicable with personal visits from customers pertaining to their individual risks and coverage requirements, claims, new business, remarkets and additional lines of coverage.
• Ensure that all requests for changes, endorsements, etc. are properly implemented and comport with the various company requirements.
• Other duties, as assigned.

Skills

Independent decision-making

Excellent communication skills

Personal lines insurance knowledge

Education

College degree or equivalent

Job description

Element Risk Management is seeking a Personal Lines Client Service Specialist to service personal lines client service needs by analyzing customers’ needs and evaluating options in support of account managers and account executives.

The role emphasizes independent work, strong communication, and thorough knowledge of personal lines insurance, with responsibilities ranging from handling endorsements and billing to supporting client discussions on coverage changes and risk management.