Customer Service Operations Specialist
Core
Own complex commercial insurance accounts requiring expert judgment, managing audits, renewals, and cancellations while building relationships with underwriters and wholesalers.
Role type
Senior IC commercial insurance operations specialist
Builds
End-to-end resolution for complex commercial insurance cases, including E&S placements and premium finance arrangements
Domain
Commercial insurance / Property & Casualty
Deliverable
client delivery
Required skills
commercial lines underwriting, account executive, wholesale brokerage, carrier-side operations, policy interpretation, contract analysis, E&S and surplus lines expertise, premium finance management, stakeholder relationship management
Preferred skills
surplus lines licensing, E&S tax and filing experience, premium finance depth, workers' comp and class-code expertise, NCCI audit dispute resolution, insurtech or tech-forward brokerage background
Technologies
service workbench, DocuSign workflows
Responsibilities
Own complex accounts end-to-end from initial contact to resolution, partner with underwriters and wholesalers to place hard risks and remarket renewals, guide customers through premium audits and inspections, handle E&S and surplus lines filings and binding packets, update coverage and class codes as business needs evolve, resolve cancellation and payment financing issues, maintain key carrier and wholesaler relationships, document case resolutions to build team playbooks, identify automation opportunities for product and engineering
Seniority
Senior, hands-on IC