What are the responsibilities and job description for the Client Care Specialist position at FinTrust Connect?
Client Service Specialist – St. Petersburg, FL
FinTrust Connect has partnered with a specialized insurance organization to identify a Client Service Specialist for an opportunity supporting builder-focused commercial insurance operations. This position is ideal for a detail-oriented insurance professional who excels in policy servicing, operational accuracy, and delivering a high-quality client experience.
Why this opportunity
- ?Culture: Team-oriented and process-driven environment with a strong focus on accountability, responsiveness, and professional development
- .Workplace: Hybrid based in St. Petersburg, Florida
- .Function: This role supports the daily servicing and operational execution of commercial insurance accounts, ensuring timely processing of certificates, endorsements, policy changes, and documentation management
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Requirement
- s:1–3 years of P&C insurance agency or carrier servicing experien
- ceWorking knowledge of General Liability, Property, Auto, Umbrella, and Workers' Compensation polici
- esHands-on experience with ACORD forms, COIs, and endorsemen
- tsFamiliarity with AMS platforms or comparable insurance syste
- msStrong attention to detail and organizational skil
- lsProfessional written and verbal communication abiliti
- esConstruction or builder-focused insurance experience preferr
- edCISR designation or progress toward certification preferr
- edAbility to manage deadlines and multitask in a fast-paced environme
nt
Descripti
- on:Process certificates of insurance, endorsements, cancellations, and reinstateme
- ntsMaintain accurate and timely AMS documentation and audit tra
- ilsSupport builder warranty enrollment and compliance documentat
- ionRespond to client service requests and coordinate escalations when nee
- dedMonitor task queues to ensure timely completion of servicing activit
- iesCommunicate status updates and timelines clearly to clients and internal te
- amsCollaborate with account managers and operations leadership to improve workfl
- owsAssist with onboarding and training of new team members when applica