Client Service Specialist

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Description

  • 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!


POSITION SUMMARY

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.


Requirements

SKILLS

  • 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.
  • 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.


EDUCATION AND QUALIFICATIONS

  • High School Diploma
  • Prefer 2+ years of  insurance experience


CERTIFICATIONS/LICENSES

  •  A  Property and Casualty License from state of domicile is required must be maintained


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.