Senior Personal Lines Client Success Specialist

Relation Insurance, Inc.; Salem (NH); On-site; USD 20,664 - 41,328; Full time

Job summary

Relation Insurance, Inc. in Salem, NH is seeking a Senior Client Service Specialist for the Personal Lines unit to manage senior administrative tasks related to account management and policy servicing for small personal accounts.

You will respond promptly to client requests and work to ensure client retention while maintaining a professional image in all carrier, client, and colleague interactions. The role emphasizes knowledge of Personal Line products, strong customer service, and

Qualifications

• Property and Casualty license from domicile state required.
• AINS and/or CISR designation preferred.
• High School Diploma or equivalent; four-year degree preferred.
• Minimum 2 years of customer service in Insurance.
• Bilingual a plus depending on location.
• Experience with personal lines preferred.
• Proficient in MS Office Suite and online rating systems.
• Strong interpersonal and communications skills.
• Ability to work independently and in a team.
• Excellent customer service skills.

Responsibilities

• Maintain daily maintenance of customer files.
• Develop professional relationships with producers, account managers and clients.
• Maintain thorough knowledge of Personal Lines products and services.
• Identify and resolve escalated client issues and refer to producers when needed.
• Assist in renewals and policy endorsements; enter endorsements and confirm accuracy.
• Enter and rate policies in carrier websites and issue certificates of insurance.

Skills

Customer service

MS Office

Online rating systems

Insurance knowledge

Personal lines

Communication

Teamwork

Independent work

Education

High School Diploma

Bachelor’s degree preferred

Tools

Agency management system

Job description

Relation Insurance, Inc. in Salem, NH is seeking a Senior Client Service Specialist for the Personal Lines unit to manage senior administrative tasks related to account management and policy servicing for small personal accounts.

You will respond promptly to client requests and work to ensure client retention while maintaining a professional image in all carrier, client, and colleague interactions. The role emphasizes knowledge of Personal Line products, strong customer service, and