Small Business Insurance Client Specialist

Relation Insurance Services; Columbia (SC); On-site; USD 41,000 - 67,000; Full time

Benefits offered by this job

Competitive pay

Robust benefits: health, 401K, paid/at

Career advancement opportunities

Job summary

Relation Insurance Services seeks a Client Service Specialist for our Small Business Unit to handle account management and policy servicing for small commercial accounts. Responsibilities include processing endorsements, renewals, cancellations, and maintaining accurate records in the Agency Management System to support the client experience and compliance.

The role requires a Property and Casualty License within 90 days of hire, a High School Diploma or equivalent, and typically 1+ year in

Qualifications

• Property and Casualty License required within 90 days of hire
• AINS or CISR designation preferred
• High School Diploma or equivalent
• Bilingual English/Spanish preferred
• 1+ year experience in Customer Service preferred
• Knowledge of insurance markets, products, services and underwriting procedures preferred
• Working knowledge of personal lines of coverage preferred
• Proficient in using computers and Microsoft Office Suite
• Outstanding interpersonal and communications skills
• Ability to work independently and in a team environment

Responsibilities

• Orders renewal policies, verifies against proposals, and processes in the Agency Management System
• Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client
• Follows up on new business submissions with carriers not managed by Risk Placement Specialists
• Enters and rates policies into carrier websites and orders new policies as needed
• Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders)
• Monitors payment status of direct bill policies to prevent cancellations and notifies the Account Manager if there is a risk of cancellation due to non-payment
• Tracks claims and updates the agency management system with activity, payments, and closures
• Verifies audit accuracy, reviews with agency staff, bills audits, and sends audit review letters to clients
• Order motor vehicle reports (MVRs) and loss runs as directed
• Reviews and processes mail, backup for office phone calls and walk-in traffic as needed
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience
• Performs other projects, duties, and tasks, as assigned

Skills

Customer Service

Bilingual English/Spanish

Microsoft Office

Computer literacy

Education

High School Diploma or equivalent

Property and Casualty License

AINS or CISR designation preferred

Tools

Agency Management System

Job description

Relation Insurance Services seeks a Client Service Specialist for our Small Business Unit to handle account management and policy servicing for small commercial accounts. Responsibilities include processing endorsements, renewals, cancellations, and maintaining accurate records in the Agency Management System to support the client experience and compliance.

The role requires a Property and Casualty License within 90 days of hire, a High School Diploma or equivalent, and typically 1+ year in