Client Service Specialist – Commercial Real Estate Insurance

Location:

Toledo, OH
- Open to any Midwest state

Client Service Specialist
- Commercial Real Estate Insurance

Our client, a growing insurance brokerage with a strong presence in the commercial real estate sector, is seeking a Client Service Specialist to join its expanding team. This is an excellent opportunity for an insurance professional who enjoys working in a fast-paced, client-focused environment supporting sophisticated commercial property owners, investors, developers, and real estate operators.

Working alongside experienced brokers and account executives, you will play a key role in delivering exceptional service throughout the policy lifecycle, helping to ensure clients receive timely, accurate, and proactive support.

• Act as a primary day-to-day contact for assigned clients, responding to service requests and policy-related enquiries.
• Process policy changes, endorsements, certificates of insurance, evidence of coverage, audits, and other servicing activities.
• Review policies and endorsements to ensure coverage details are accurate and consistent with client requirements.
• Support the placement and renewal of commercial real estate insurance programs by gathering underwriting information, preparing documentation, and coordinating with internal teams and insurance markets.
• Assist with proposal preparation, renewal presentations, schedules of insurance, and other client-facing documentation.
• Maintain accurate client records and policy information within internal systems and carrier portals.
• Coordinate billing enquiries and assist with premium and invoicing issues when required.
• Help manage surplus lines documentation and regulatory requirements for applicable placements.
• Track outstanding items to ensure deadlines are met and clients receive timely communication throughout the renewal and servicing process.
• Build strong working relationships with colleagues, carrier partners, and clients while delivering a consistently high standard of service.

• 2+ years of commercial Property & Casualty insurance experience within a brokerage or agency environment.
• Experience servicing commercial real estate accounts, including property owners, developers, REITs, investors, or real estate management companies, is highly preferred.
• Active Property & Casualty insurance license.
• Strong attention to detail with the ability to manage multiple priorities simultaneously.
• Excellent written and verbal communication skills.
• Comfortable working with policy management systems and Microsoft Office applications, particularly Excel, Word, and Outlook.
• Highly organized, collaborative, and committed to delivering an exceptional client experience.
• Bachelor's degree preferred, although relevant insurance experience will also be considered.

• This position offers the opportunity to join a collaborative and growing team supporting a diverse portfolio of commercial real estate clients.
• You'll gain exposure to complex insurance programs, work alongside experienced industry professionals, and have opportunities for continued professional development and career progression.