Client Service Specialist - Small Commercial (Xpress)

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Relation 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.


The Client Service Specialist – Relation Xpress, assists with the day-to-day maintenance of customer files and acts as the front-line administrative processor. They remain knowledgeable of advances in the insurance business, stay abreast of the types of insurance products available and work with clients and others in a professional manner. 


  • This role will be working alongside the Account Managers within the Relation Xpress division, which handles small accounts under $3k in revenue.
  • 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.
  • Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.).
  • Checks audits for accuracy and reviews with agency staff as appropriated. Bill audits, creates audit review letter, and sends to client.
  • Supports the renewal process by initiating and processing requests for updates from clients. 
  • Order motor vehicle reports (MVRs) and loss run reports as directed.
  • Checks renewal policies against applications and quotes. 
  • Enters and rates policies in carrier websites and orders new policies as needed.
  • Follows up on new business and renewal submissions with carriers for submissions as requested by the Xpress Account Manager.
  • Performs other duties as assigned. 



  • A Property and Casualty License from state of domicile is required within 90 days of hire and must be maintained thereafter.
  • High School Diploma.
  • Bilingual is a plus.
  • 3+ years' experience in customer service with preference given to individuals with commercial lines experience.
  • 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 commercial lines of coverage.
  • Ability to manage multiple priorities and competing deadlines.
  • Outstanding interpersonal and professional communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others. 
  • 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.


  • Competitive pay.
  • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.  
  • Career advancement and development opportunities.
  • Paid training and continuing education to obtain/maintain your insurance license.

Note: The above is not all encompassing of the full position description. 

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.