New York, New York, United States · On-site
$19/hr–$32/hr
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 …
Skills: Account management, Policy servicing, Customer service, Insurance ratings, Underwriting procedures
Belmont, Massachusetts, United States · On-site
$44k–$80k/yr
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 …
Skills: Account Management, Risk Management, Underwriting, Personal Lines Insurance, Client Relationship Management
Rosemont, Illinois, United States · On-site
$44k–$80k/yr
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 …
Skills: Account management, Risk management, Insurance underwriting, Client relations, Strategic planning
Fresno, California, United States · On-site
$68k–$133k/yr
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 …
Skills: Team Management, Commercial Lines Insurance, Performance Coaching, Account Management, EPIC
Cheshire, Connecticut, United States · On-site
$44k–$80k/yr
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 …
Skills: Account Management, Risk Management, Underwriting, Personal Lines Insurance, Client Relationship Management
Tulsa, Oklahoma, United States · On-site
$43k–$93k/yr
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 …
Skills: Account management, Risk management, Commercial lines insurance, Property and casualty insurance, Underwriting
Rosemont, Illinois, United States · On-site
$44k–$80k/yr
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 …
Skills: Account management, Risk management, Insurance underwriting, Client relations, Strategic planning
Dallas, Texas, United States · On-site
$50k–$95k/yr
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 …
Skills: Account Management, Commercial Lines Insurance, Risk Management, Field Underwriting, Policy Review
Irvine, California, United States · On-site
$73k–$126k/yr
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 …
Skills: Administrative support, Project management, Calendar management, Meeting coordination, Presentation development
Fresno, California, United States · On-site
$19/hr–$37/hr
WHAT WE’RE LOOKING FOR The Account Coordinator is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests, acting as the primary contact for a…
Skills: Commercial lines insurance, Policy management, Client service, Document management, Account retention
Irvine, California, United States · On-site
$50k–$95k/yr
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 …
Skills: Account management, Commercial lines insurance, Risk management, Property and casualty insurance, Underwriting
Irvine, California, United States · On-site
$50k–$95k/yr
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 …
Skills: Account management, Commercial lines insurance, Risk management, Property and casualty insurance, Underwriting
Fresno, California, United States · On-site
$18/hr–$35/hr
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 …
Skills: Administrative support, Customer service, Scheduling, Document handling, Reception management
Salem, New Hampshire, United States · On-site
$20/hr–$36/hr
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 …
Skills: Account management, Policy servicing, Client retention, Insurance products, Risk placement
Rosemont, Illinois, United States · On-site
$50k–$95k/yr
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 …
Skills: Account management, Commercial lines insurance, Risk management, Property and casualty insurance, Strategic planning
Tulsa, Oklahoma, United States · On-site
$15/hr–$33/hr
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 …
Skills: Customer service, Call center operations, Communication, Problem solving, Documentation
New York, New York, United States · On-site
$44k–$80k/yr
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 …
Skills: Account management, Risk management, Insurance underwriting, Client relations, Policy review
Stuart, Florida, United States · On-site
WHAT WE'RE LOOKING FOR The Medical Only Adjuster is responsible for confirming the compensability of workers’ compensation medical-only claims and closely monitoring assigned files for potential lost time exposure. The i…
Skills: Claims processing, Workers' compensation, Medical billing, Communication, Microsoft Office
United States · Remote OK
$81k–$133k/yr
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 …
Skills: Financial analysis, Budgeting, Forecasting, Financial modeling, Data analysis
Newark, Delaware, United States · On-site
$44k–$80k/yr
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 …
Skills: Account management, Risk management, Insurance coverage, Field underwriting, Client relations
New York, New York, United States • On-site
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The specialist manages administrative tasks for small commercial accounts, including processing policy endorsements, renewals, and cancellations. They also handle client requests, maintain accurate account records, and support the agency management system.
Candidates must possess a high school diploma and obtain a Property and Casualty license within 90 days of hire. Proficiency in Microsoft Office and at least one year of customer service experience are preferred.
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.
The Client Service Specialist, Small Business Unit executes all administrative tasks related to account management and policy servicing for small commercial accounts. 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.
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 into 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 letters to clients.
Order motor vehicle reports “MVRs” and loss runs as directed.
Reviews and processes mail. Acts as a backup for office phone calls and walk-in traffic as needed.
Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
Performs other projects, duties, and tasks, as assigned.
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 to maintain effective relationships with clients, co-workers, carriers, vendors and others.
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.
Competitive pay.
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
Career advancement and development opportunities.
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Note: The above is not all encompassing of the full position description.
Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
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$19.71 - $32.21You deserve more than an insurance company. You deserve a partner, a teammate, a friend in the business.
Despite our size, Relation feels like a family company. Here, a handshake matters. Because we believe trust is the foundation of every successful relationship. We'll take time to listen and get to know you. Understand your challenges... and provide practical solutions. Because you deserve more than an insurance company. You deserve a partner, a teammate, a friend in the business. So we start with trust, then work to connect the dots to help you save time and regain control over insurance decisions, whether personal or professional - so you, your family, and your organization can be healthier and safer.
Offices: 300 S Wacker Dr, Ste 1250, Chicago, Illinois 60606, US
You deserve more than an insurance company. You deserve a partner, a teammate, a friend in the business.
Despite our size, Relation feels like a family company. Here, a handshake matters. Because we believe trust is the foundation of every successful relationship. We'll take time to listen and get to know you. Understand your challenges... and provide practical solutions. Because you deserve more than an insurance company. You deserve a partner, a teammate, a friend in the business. So we start with trust, then work to connect the dots to help you save time and regain control over insurance decisions, whether personal or professional - so you, your family, and your organization can be healthier and safer.
Offices: 300 S Wacker Dr, Ste 1250, Chicago, Illinois 60606, US
