Personal Lines Client Service Specialist

Job Description

Personal Lines Client Service Specialist

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Client Service Specialist to join a team. In this role, you will be responsible for executing administrative tasks related to account management and policy servicing within Small 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.

Compensation Package

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

Responsibilities

• 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.
  
  

Qualifications/Requirements

• 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.