Client Service Specialist – Personal Lines

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Maintains client files while ensuring the accuracy of account information.

• Processes requests for policy changes.

• Follows up on policy change requests and endorsements, verifies their accuracy, processes finalized endorsements, and prepares them for delivery.

• Orders renewal policies, confirms them against proposals, and processes them in the Agency Management System.

• Inputs and rates policies on carrier websites and orders new policies as necessary.

• Issues standard certificates of insurance, auto ID cards, and other documents for policyholders.

• Prepares policy cancellation and lost policy release forms, sending them to clients.

• Follows up on policy cancellations as required.

• Orders motor vehicle reports (MVRs) and loss runs as directed.

• Reviews and processes incoming mail.

• Serves as a backup for office phone calls and walk-in traffic when needed.

• Fully embraces innovative technology, including proprietary AI solutions, to enhance the client service experience.

• Performs additional projects, duties, and tasks as assigned.

⛳️ Requirements

• A Property and Casualty License from the 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 is preferred.

• High School Diploma or equivalent is required.

• Bilingual (English/Spanish) is preferred and may be required based on location.

• At least 1 year of experience in Customer Service is necessary.

• Knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures is essential.

• Familiarity with personal lines of coverage is required.

• Proficient in using computers and the Microsoft Office Suite, with an emphasis on Excel.

• Must be computer literate and able to learn new software applications.

• Exceptional interpersonal and communication skills are necessary to maintain effective relationships with clients, co-workers, carriers, vendors, and others.

• Must be able to comprehend written and oral communications and interpret information contained within policies.

• Ability to work independently with minimal daily supervision while also functioning effectively in a team environment.

• Ability to perform well under tight time constraints, consistently meet strict deadlines, prioritize tasks, and handle multiple responsibilities in a demanding work environment.

🏝️ Benefits

• Competitive pay.

• A safe and healthy work environment supported by our comprehensive benefit program, including family health and wellness initiatives.

• 401K plan.

• Employee assistance programs.

• Paid time off.

• Paid holidays.