State Licensed Client Relations Specialist

Job Summary

To support a collaborative team environment, the full-time State Licensed Client Relations Specialist will manage client service requests, provide coverage advice, and assist with new business issuance while working remotely.

Key responsibilities

• Respond to client service requests and inquiries regarding coverage for small to large accounts
• Advise clients on risk exposures and review inspection reports for accuracy and claims-related matters
• Collaborate with team members to improve processes and uphold the firm's operational excellence standards

Required qualifications

• Current state insurance license or willingness to obtain it within the first 90 days of employment
• Preferred college degree; professional designations such as CPCU or CIC are a plus
• 3+ years of experience in personal insurance, including knowledge of insurance company contracts and claims
• Intermediate proficiency in Microsoft Word and Excel; ability to learn firm and carrier software
• Demonstrated ability to multitask and thrive in a fast-paced, team-oriented environment