Client Service Specialist - Personal Lines

WHO WE ARERelation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.WHAT WE’RE LOOKING FORThe Client Service Specialist executes all administrative tasks related to account management and policy servicing. These duties include processing policy endorsements, renewals, cancellations, and maintaining accurate account records.  The Client Service Specialist ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards.A GLIMPSE INTO YOUR DAYMaintains client files and ensures accurate account information.Processes policy change requests.Follows up on policy change requests/endorsements, checks endorsements for accuracy, processes completed endorsement and prepares for delivery.Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System.Enters and rates policies in carrier websites and orders new policies as needed.Issues standard certificates of insurance, auto ID cards and other forms for policy holders.Prepares policy cancellation/lost policy release forms and sends to clients. Follows up on policy cancellations as needed.Order motor vehicle reports “MVRs” and loss runs as directed.Reviews and processes mail. Acts as a 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.WHAT SUCCESS LOOKS LIKE IN THIS ROLEA Property and Casualty License from state of domicile may be required within 90 days of hire and must be maintained thereafter.Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred.High School Diploma or equivalent.Bilingual (English/Spanish) preferred; may be required, depending on location.1+ year experience in Customer Service.Knowledge of insurance markets, products, services insurance ratings and underwriting procedures.Working knowledge of personal lines of coverage.Proficient in using computers and Microsoft Office Suite (emphasis on Excel).  Must be computer literate with the ability to learn new software.Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.Must be able to understand written and oral communications and interpret information written within policies.Ability to work independently with limit...