Client Service Specialist – Personal Lines

Relation Insurance Services

. Execute all administrative tasks related to account management and policy servicing for small commercial accounts .

Posted 9/24/2026full-timeColumbia • South Carolina • United StatesJunior💰 $20 - $32 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in account management and policy servicing for small commercial accounts, with a strong focus on accuracy, timely processing, and customer service. Proficient in utilizing technology and software to enhance service delivery and maintain compliance with insurance regulations.

Highest-signal resume keywords

Property And Casualty LicenseCustomer Service ExperienceKnowledge Of Insurance MarketsMicrosoft Office Suite ProficiencyBilingual (English/Spanish)

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy Endorsements ProcessingAccount Record MaintenanceClaims TrackingPolicy RatingAudit ReviewCertificate Of Insurance IssuanceDirect Bill Payment MonitoringAgency Management System UsageNew Business Submission Follow-UpMotor Vehicle Report Ordering

Soft Skills

Outstanding Interpersonal SkillsEffective Communication SkillsAbility To Work IndependentlyTeam CollaborationTime Management

Tools & Technologies

Agency Management SystemProprietary AI SolutionsCarrier WebsitesComputer Software

Certifications & Qualifications

Associate In Insurance (AINS)Certified Insurance Service Representative (CISR)

Industry Keywords

Insurance ProductsUnderwriting ProceduresPersonal Lines Of CoveragePolicy ServicingCommercial Accounts

About the role

Key responsibilities & impact

Execute all administrative tasks related to account management and policy servicing for small commercial accounts
Process policy endorsements, renewals, and cancellations
Maintain accurate account records
Ensure timely and accurate handling of client requests, policy updates, and back-end service work
Order renewal policies, verify them against proposals, and process them in the Agency Management System
Handle endorsements, follow up with carriers, check accuracy, bill endorsements, and send them to clients
Follow up on new business submissions with carriers
Enter and rate policies into carrier websites and order new policies
Issue standard certificates of insurance and other forms
Monitor payment status of direct bill policies and notify the Account Manager of cancellation risks
Track claims and update the agency management system with activity, payments, and closures
Verify audit accuracy, review audits with agency staff, bill audits, and send audit review letters
Order motor vehicle reports and loss runs
Review and process mail; back up office phone calls and walk-in traffic as needed
Adopt innovative technology, including proprietary AI solutions, into the service process
Perform other assigned projects, duties, and tasks

Requirements

What you’ll need

A Property and Casualty License from state of domicile is required within 90 days of hire and must be maintained thereafter
Associate in Insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred
High School Diploma or equivalent
Bilingual (English/Spanish) preferred; may be required, depending on location
1+ year experience in Customer Service preferred
Knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred
Working knowledge of personal lines of coverage preferred
Proficient in using computers and Microsoft Office Suite
Must be computer literate with the ability to learn new software
Outstanding interpersonal and communications skills are required
Must be able to understand written and oral communications and interpret information written within policies
Ability to work independently with limited daily supervision and to work effectively in a team environment
Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment

Benefits

Comp & perks

Competitive pay
Family health and wellness programs
401K
Employee assistance programs
Paid time off
Paid holidays
Career advancement and development opportunities
Discretionary annual incentive program eligibility, subject to program rules and individual and organizational performance