Pubblicato il 17 giugno
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Who We Are
Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.
What We’re Looking For
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
Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System.
Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client.
Follows up on new business submissions with carriers not managed by Risk Placement Specialists.
Enters and rates policies in carrier websites and orders new policies as needed.
Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.).
Monitors payment status of direct bill policies to prevent cancellations and notifies the Account Manager if there is a risk of cancellation due to non-payment.
Tracks claims and updates the agency management system with activity, payments, and closures.
Verifies audit accuracy, reviews with agency staff, bills audits, and sends audit review letter to clients.
Order motor vehicle reports “MVRs” and loss runs as directed.
Reviews and processes mail. Act
