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.

Responsibilities

• The Client Service Specialist, Small Business Unit executes all administrative tasks related to account management and policy servicing for small commercial accounts, including processing policy endorsements, renewals, cancellations, and maintaining accurate account records.
• Ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards.
• 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 into carrier websites and orders new policies as needed.
• Issues standard certificates of insurance and other forms for holders (e.g