Small Business Insurance Client Services Specialist

Relation-Insurance-Services; Charlotte (NC); On-site; USD 28,000 - 48,000; Full time

Benefits offered by this job

Competitive pay

401K retirement plan

Paid time off

Job summary

Relation Insurance Inc. is seeking a Client Service Specialist for the Small Business Unit to manage administrative tasks for policy servicing, endorsements, renewals and accuracy of client records.

You will support account management and ensure compliant, timely service to clients. The role requires at least 1 year in customer service, familiarity with commercial lines, and bilingual English/Spanish may be required depending on location.

Qualifications

• 1+ year experience in customer service.
• Knowledge of insurance markets and underwriting procedures preferred.
• Bilingual English/Spanish preferred; location dependent.

Responsibilities

• Process endorsements, renewals, and cancellations for small commercial accounts.
• Enter and rate policies in carrier websites and manage back-end service tasks.
• Coordinate with carriers and clients to ensure accurate policy records and timely servicing.

Skills

Customer service

Communication

Bilingual English/Spanish

Education

High School Diploma

Tools

MS Office

Job description

Relation Insurance Inc. is seeking a Client Service Specialist for the Small Business Unit to manage administrative tasks for policy servicing, endorsements, renewals and accuracy of client records.

You will support account management and ensure compliant, timely service to clients. The role requires at least 1 year in customer service, familiarity with commercial lines, and bilingual English/Spanish may be required depending on location.