Job Details

The Client Service Specialist executes all administrative tasks related to account management and policy servicing. These duties include processing policy endorsements, renewals, cancellations, and maintaining accurate account records. The Client Service Specialist 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. A GLIMPSE INTO YOUR DAY - Maintains client files and ensures accurate account information. Processes policy change requests. Follows up on policy change requests/endorsements, checks endorsements for accuracy, processes completed endorsement and prepares for delivery. Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System. Enters and rates policies in carrier websites and orders new policies as needed. Issues standard certificates of insurance, auto ID cards and other forms for policy holders. P...Client Service, Specialist, Service, Personal, Policy, Communications, Business Services