Remote Insurance Client Services Specialist

Prizm Insurance & Risk Services, LLC; Town of Middleton (WI); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Vision insurance

401(k) matching},{

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Job summary

Prizm Insurance & Risk Services, LLC is seeking a Client Service Specialist to support the sales and service teams in evaluating commercial insurance needs and assist with account servicing and administration.

Responsibilities include preparing documents for new business and renewals, proof of insurance, MVR evaluation, and updating Applied Epic while maintaining positive relationships with clients and internal teams. Flexible work from home options available.

Qualifications

• High school diploma required; college degree preferred.
• Wisconsin agent license required, or the ability to obtain within six months of hire.
• 0–2 years’ experience in an administrative or customer role, preferably in insurance industry.

Responsibilities

• Assist and prepare relevant documentation for new business and renewal submissions.
• Prepare proof of insurance and auto identification cards.
• Assist with retrieving and evaluating Motor Vehicle Records (MVR).
• Request changes from carriers, update Applied Epic and create follow-up activities.
• Process account changes by verifying coverages, invoices, and updating Applied Epic.
• Manage claim activity and follow-up.
• Investigate and correct omitted items and commission variances from endorsements and policies.
• Assist with commission reconciliations.
• Interact with agency personnel, prospects, clients, and insurance partners.
• Develop and maintain positive work relationships with team members.
• Support service team managing activities and workflow.
• Complete special projects and other duties as requested.
• Manage small business accounts.

Skills

Excellent communication

Professional demeanor

Highly organized

Teamwork

Problem solving

Confidentiality

Customer service

Attention to detail

Education

Wisconsin agent license

High school diploma

College degree preferred

Tools

Applied Epic

Microsoft Excel

Microsoft Outlook

Microsoft Word

Job description

Prizm Insurance & Risk Services, LLC is seeking a Client Service Specialist to support the sales and service teams in evaluating commercial insurance needs and assist with account servicing and administration.

Responsibilities include preparing documents for new business and renewals, proof of insurance, MVR evaluation, and updating Applied Epic while maintaining positive relationships with clients and internal teams. Flexible work from home options available.