Personal Lines Client Service Specialist

Personal Lines Client Service Specialist

Seeking a dedicated and detail-oriented Personal Lines Client Service Specialist to join a this role you will be responsible for executing administrative tasks related to account management and policy servicing within aSmall Business Unit. You will play a key role in ensuring timely and accurate handling of client requests policy updates and back-end service work to support an exceptional client experience.

• Pay Range: $15$23/hour (commensurate with experience)
• Benefits Include:
  • Comprehensive health and wellness programs
  • 401(k) plan

• Maintain accurate client files and account information.
• Process policy change requests endorsements renewals and cancellations.
• Verify and process endorsements for accuracy and prepare them for delivery.
• Enter and rate policies in carrier websites and order new policies as needed.
• Issue standard certificates of insurance auto ID cards and other forms for policyholders.
• Prepare and send policy cancellation/lost policy release forms; follow up as necessary.
• Fully adopt and utilize innovative technology including proprietary AI solutions to enhance service delivery.
• Order motor vehicle reports (MVRs) and loss runs as directed.
• Review and process incoming mail; provide backup support for office phone calls and walk-in traffic.
• Perform other projects duties and tasks as assigned.

• Education: High School Diploma or equivalent required.
• Experience:
  • 1 year of customer service experience required.
  • 2 years of experience in a similar role preferred.
  • Brokerage experience is a plus.
• Licensing:
  • Active Property and Casualty (P&C) license is a strong plus.
  • Must obtain a P&C license within 90 days of hire if not already licensed.
• Certifications:
  • Associate in Insurance (AINS) and/or Certified Insurance Service Representative (CISR) designation preferred.
• Skills and Knowledge:
  • Knowledge of insurance markets products services and underwriting procedures.
  • Familiarity with personal lines of coverage.
  • Proficiency in Microsoft Office Suite (especially Excel) and ability to learn new software.
  • Strong interpersonal and communication skills to maintain effective relationships with clients co-workers carriers and vendors.
  • Ability to interpret written and oral communications including policy documents.
  • Bilingual (English/Spanish) preferred depending on location.
• Work Style:
  • Ability to work independently with minimal supervision.
  • Strong organizational skills to manage multiple tasks and meet strict deadlines in a fast-paced environment.

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