Client Service Specialist, Personal Lines
Core
Administer a personal insurance book of business, manage client inquiries, and ensure timely renewals and policy accuracy for personal lines clients.
Role type
Client Service Specialist (Personal Lines)
Builds
Personal lines insurance policies and related documentation
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
insurance industry operations, policy administration, client communication, record keeping, contract management, renewal processing, cross-selling
Preferred skills
EPIC software proficiency, CISR designation, CIC designation
Technologies
EPIC, Microsoft Office Suite
Responsibilities
Administer a personal insurance book of business, address client inquiries, manage monthly renewal processes, follow up with insurance carriers, check issued policies for accuracy, assist with petitions and certificates of insurance, act as liaison between internal departments and clients, handle financing contracts, monitor policy deadlines, maintain client records, support special projects, develop new business opportunities
Seniority
Mid-level, hands-on IC