Client Service Specialist - Commercial Lines (Xpress)

WHAT WE’RE LOOKING FOR

The Client Service Specialist – Relation Xpress, assists with the day-to-day maintenance of customer files and acts as the front-line administrative processor. They remain knowledgeable of advances in the insurance business, stay abreast of the types of insurance products available and work with clients and others in a professional manner.

A GLIMPSE INTO YOUR DAY

• This role will be working alongside the Account Managers within the Relation Xpress division, which handles small accounts under $3k in revenue.
• 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.
• Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.).
• Checks audits for accuracy and reviews with agency staff as appropriated. Bill audits, creates audit review letter, and sends to client.
• Supports the renewal process by initiating and processing requests for updates from clients.
• Order motor vehicle reports (MVRs) and loss run reports as directed.
• Checks renewal policies against applications and quotes.
• Enters and rates policies in carrier websites and orders new policies as needed.
• Follows up on new business and renewal submissions with carriers for submissions as requested by the Xpress Account Manager.
• Performs other projects, duties, and tasks, as assigned.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

• High School Diploma.
• A Property and Casualty License from state of domicile is required within 90 days of hire and must be maintained thereafter.
• 3+ years’ experience in Customer Service.
• Bilingual a must or a plus depending on location.
• Experience with commercial lines insurance preferred.
• Proficient in using computers, Microsoft Office Suite (emphasis on Excel), agency management systems software, and online rating systems.
• Knowledge of insurance markets, products, services insurance ratings and underwriting procedures.
• 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 consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.
• Customer focused, high integrity, excellent work ethic.

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.

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Note: The above is not all encompassing of the full position description.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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