Client Service Specialist - Personal Lines

About the role

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.

Requirements

• A GLIMPSE INTO YOUR DAY
• 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.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience
• Performs other projects, duties, and tasks, as assigned.
• WHAT SUCCESS LOOKS LIKE IN THIS ROLE
• A Property and Casualty License from state of domicile may be required within 90 days of hire and must be maintained thereafter.
• Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred.
• High School Diploma or equivalent.
• Bilingual (English/Spanish) preferred; may be required, depending on location.
• 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.
• WHY CHOOSE RELATION?
• 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.
• .
• Note: The above is not all encompassing of the full position description.
• You may also be eligible to participate in a discretionary annual incentive

Benefits

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