Client Service Specialist – Personal Lines

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🔥 6 minutes ago

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

💵 $15 - $29 / hour

⏰ Full Time

🟢 Junior

📁 Client Services

🚫👨‍🎓 No degree required

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Relation Insurance Services

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🏗️ Construction

🏥 Healthcare

Consulting • Construction • Healthcare

Relation Insurance Services is a trusted partner in insurance brokerage, offering personalized solutions across various sectors. The company emphasizes building strong relationships based on trust and understanding client challenges, whether in personal or business contexts. With expertise in industries such as agribusiness, construction, finance, and technology, Relation Insurance Services leverages data-driven insights and long-term carrier relationships to navigate the complexities of insurance, ensuring clients feel safer and more in control of their insurance decisions.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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