Client Service Specialist - Insurance

Position: Client Service Specialist - Insurance Sector
Location: Stockton

Be a part of Relation Insurance as a Client Service Specialist, focusing on commercial lines. This role manages client policy services to ensure a seamless experience.

As a Client Service Specialist, you will handle essential administrative tasks that support policy management. Responsibilities include processing endorsements, renewals, and client requests with precision and care. This position enhances client satisfaction while ensuring all activities meet compliance standards.

Key Responsibilities:

• Process and verify new and renewal policies in agency systems

• Manage endorsements and ensure accuracy in client communications

• Monitor payment statuses to maintain policy integrity

• Track and document claims through the management system

• Utilize cutting-edge technology for superior client service

Requirements:

• High School Diploma or equivalent required

• 1+ year experience in a customer service role

• Bilingual (English/Spanish) preferred

• Familiarity with insurance products and commercial lines helpful

• Excellent communication and interpersonal skills

Drive excellence in service at Relation Insurance by showcasing your expertise and commitment to clients.
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