Relation is among the fastest-growing insurance brokers in the U.S. We work together to bring new products, capabilities and ideas to our clients, while preserving the local relationships and expertise that our clients have come to expect. Our employees and our clients are our top priorities…our success is built upon both and we take that seriously. We offer a competitive compensation package (including benefits), a collaborative team environment and growth opportunities.
We are looking for brilliant minds to come join us in a fast-paced, exciting work environment where having fun while working hard is part of our core values. Our culture encourages personal growth, and success. Are you a team player who enjoys challenging work? Do you believe the client always comes first? Come claim your future with a growing company that can help you be your best. Build a lasting connection with Relation!
The primary responsibility of this position is to assist with the day-to-day maintenance of customer files and acts as the front-line administrative processor. This person also provides first in class hospitality to external clients, business partners and vendors. The Client Service Specialist works to ensure client retention goals are met by responding promptly to requests from members of the production and account management staff.
A GLIMPSE INTO THE POSITION
- Follows up on endorsements not received from carriers, checks endorsements for accuracy.
- May assist with remarketing of renewals.
- Orders renewal policies, as needed. Handles endorsements including entering on company websites.
- Enters and rates policies in carrier websites or and enters into AMS as needed.
- Receives and processes incoming mail.
- Provides backup support to client support teams and/or agency management as needed.
- Performs other duties as assigned.
- Proficient in using computers, Microsoft Office Suite (emphasis on Excel), agency management systems software, and online rating systems.
- Knowledge of insurance markets, products, services insurance ratings and underwriting procedures.
- Working knowledge of personal lines of coverage.
- 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 limited daily supervision and to work effectively in a team environment.
- Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.
- Enthusiastic, dependable, highly motivated and detail oriented.
- Hands-on, open minded, proactive team player.
- Self-managed and responsible for project and time management.
- Customer focused, high integrity, excellent work ethic.
- Excellent customer service skills are a must.
- Willingness to adhere to all principles of confidentiality.
EDUCATION AND QUALIFICATIONS
- High School Diploma.
- 3 + year experience in Customer Service with preference given to individuals with insurance experience.
- A Personal Lines Insurance License from state of domicile is required within the amount of time as specified in your offer letter and must be maintained thereafter.
Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.