Apply on Employer Site

Relation Insurance Services · 3 days ago

Client Service Specialist - Commercial Lines

Chicago, IL

Full-time

Onsite

Entry Level

$15.38/hr - $35.58/hr

1+ years exp

Relation Insurance Services is a leading company in the insurance market, committed to delivering innovative solutions to clients. The Client Service Specialist is responsible for executing administrative tasks related to account management and policy servicing, ensuring timely handling of client requests and maintaining accurate account records.

ConsultingEmployee BenefitsFinancial ServicesInsuranceRetirement

Responsibilities

Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System

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

Follows up on new business submissions with carriers not managed by Risk Placement Specialists

Enters and rates policies in carrier websites and orders new policies as needed

Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.)

Monitors payment status of direct bill policies to prevent cancellations and notifies the Account Manager if there is a risk of cancellation due to non-payment

Tracks claims and updates the agency management system with activity, payments, and closures

Verifies audit accuracy, reviews with agency staff, bills audits, and sends audit review letter to clients

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 LicenseAINS CertificationCISR DesignationInsurance knowledgeCommercial lines knowledgeMicrosoft Office SuiteCustomer Service experienceBilingual (English/Spanish)Interpersonal skillsCommunication skillsTeamworkTime management

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

Proficient in using computers and Microsoft Office Suite. 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