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Relation Insurance Services · 5 hours ago

Client Service Specialist - Personal Lines

Candler, NC

Full-time

Onsite

Entry Level

$15.38/hr - $29.81/hr

1+ years exp

Relation Insurance is a leading, innovative company committed to excellence in the insurance market. The Client Service Specialist will execute administrative tasks related to account management and policy servicing, ensuring timely and accurate handling of client requests and maintaining accurate account records.

ConsultingEmployee BenefitsFinancial ServicesInsuranceRetirement

Responsibilities

Maintains 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

Performs other projects, duties, and tasks, as assigned

Qualification

PropertyCasualty LicenseInsurance marketsMicrosoft Office SuiteCustomer Service ExperienceAINSCISR DesignationBilingual (English/Spanish)Interpersonal skillsCommunication skillsTeamworkWork independently

Required

A Property and Casualty License from state of domicile may be required within 90 days of hire and must be maintained thereafter

High School Diploma or equivalent

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 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