Sr. Client Service Specialist

1 month ago

Yuma, United States Relation Insurance Services Full time

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 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.

WHAT WE’RE LOOKING FOR


The primary responsibility of this position is to assist the Sales and Account Management teams in servicing and retaining clients. The Senior Client Service Specialist works to ensure client retention goals are met by responding promptly to requests from clients, prospects and members of the production staff. This individual is expected to project a professional company image through all interaction with carriers, clients, producers, team members and others. In addition, this position will be responsible for training and providing mentorship to less experienced client service team members.


A GLIMPSE INTO YOUR DAY

  • Assists with the day-to-day maintenance of customer files in order to support the Service team.
  • Develops professional business relationships with producers, account managers and clients.
  • Develops, maintains and demonstrates a thorough knowledge of Personal Lines products and services.
  • Actively participates in efforts to gain and deepen client relationships.
  • Identifies, researches and provides resolution for escalated client issues.
  • Assists in the remarketing of renewals to ensure a high level of account retention.
  • Orders renewal policies.
  • 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 for submissions not being handled by Risk Placement Specialists.
  • Enters and rates policies in carrier websites and orders new policies as needed.
  • Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.)
  • Checks on payment status of direct bill policies to assure policies are not cancelled.
  • Follows up on claims and current status, updating the agency management system with claims activity, payments closures, etc.
  • Checks audits for accuracy and reviews with agency staff as appropriated.
  • Order motor vehicle reports “MVRs” and loss run as directed.
  • Act as resident expert for AMS and provides training and ongoing guidance to team members at all levels.
  • Special projects and other duties as assigned.


WHAT SUCCESS LOOKS LIKE IN THIS ROLE

  • A Property and Casualty and/or Personal Lines License from state of domicile is required and must be maintained thereafter.
  • High School Diploma.
  • Bilingual (English/Spanish) preferred; may be required, depending on location.
  • 3+ year experience in Customer Service with preference given to individuals with personal lines experience.
  • Proficiency with computer software and Microsoft Office Suite.
  • 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.
  • Experience with social media, including Facebook and Twitter.
  • Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.


WHY CHOOSE RELATION?

  • 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.

.


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.

  • Client Service Specialist

    3 weeks ago

    Yuma, Arizona, United States Relation Insurance Services Full time

    Sr. Client Service SpecialistWe are seeking a highly skilled and dedicated Sr. Client Service Specialist to join our team at Relation Insurance Services. As a key member of our Service team, you will be responsible for assisting the Sales and Account Management teams in servicing and retaining clients.Key Responsibilities:Assist in the day-to-day maintenance...

  • Sr. Client Service Specialist

    1 month ago

    Yuma, United States Relation Insurance Inc Full time

    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 ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future...

  • Sr. Client Service Specialist

    1 month ago

    Yuma, United States Relation Insurance Inc Full time

    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 ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future...

  • Client Service Specialist

    4 weeks ago

    Yuma, Arizona, United States Relation Insurance Inc Full time

    Job SummaryRelation Insurance Inc is seeking a highly skilled Client Service Specialist to join our team. The ideal candidate will have a strong background in customer service and a passion for delivering exceptional results.Key Responsibilities Assist the Sales and Account Management teams in servicing and retaining clients Respond promptly to requests from...

  • Senior Client Service Specialist

    4 weeks ago

    Yuma, Arizona, United States Relation Insurance Inc Full time

    Job SummaryWe are seeking a highly skilled Senior Client Service Specialist to join our team at Relation Insurance Inc. This role is responsible for assisting the Sales and Account Management teams in servicing and retaining clients. The ideal candidate will have a strong commitment to excellence, excellent communication skills, and the ability to work in a...

  • AAA Case Manager

    4 weeks ago

    Yuma, Arizona, United States Arizona Department of Economic Security Full time

    Job Summary: We are seeking a skilled Case Manager to provide assistance to clients and their caregivers, promoting independence and safety in their homes and communities.About the Role: Under general supervision, the successful candidate will work with clients to maintain their independence, ensuring their safety and well-being. This role requires a...

  • Customer Service and Distribution Specialist

    2 months ago

    Yuma, United States Gowan Company Full time

    Gowan Company is seeking a customer service and distribution specialist. This person will be responsible for advanced functions within Gowan's Customer Service and Distribution Team. He/she will supervise and coordinate sales and ensure compliance with government regulations as well as acting as a key resource for Gowan Sales professionals, external customer...

  • Healthcare Professional

    1 month ago

    Yuma, Arizona, United States Quest Diagnostics Full time

    Job Opportunity: Biometric Screening SpecialistThis is a unique opportunity to work as an Independent Contractor with Quest Diagnostics, a leading provider of Worksite Wellness Screenings and health improvement programs. As a Biometric Screening Specialist, you will travel to corporate locations and perform screenings and immunizations for employees.Duties...

  • Sanitation Specialist

    4 weeks ago

    Yuma, Arizona, United States Waste Management , Inc. Full time

    At Waste Management, Inc., we are seeking a highly skilled Sanitation Specialist to join our team. The primary responsibilities of this role include:Key Responsibilities:Operating garbage trucks in a safe and efficient mannerCollecting and dumping trash receptacles as assignedFollowing established routes and schedules to ensure timely completion of...

  • Patient Services Specialist

    6 months ago

    Yuma, United States American Vision Partners Full time

    Company Intro: At American Vision Partners (AVP), we partner with the most respected ophthalmology practices in the country and integrate best-in-class management systems, operational infrastructure, and advanced technology to provide the highest quality patient care possible. Our practices include Barnet Dulaney Perkins Eye Center, Southwestern Eye Center,...

  • Physician for Primary Care and Specialist Services

    4 weeks ago

    Yuma, Arizona, United States AB Staffing Solutions, LLC Full time

    **Discover New Opportunities in Primary Care**Are you a skilled Physician looking to explore new places while expanding your professional horizons? At AB Staffing Solutions, LLC, we tailor our placements to match the expertise and goals of our medical professionals. Our travel assignments can range from six (6) months to one year, providing the chance to...

  • Inventory Management Specialist

    4 weeks ago

    Yuma, Arizona, United States U.S. Marine Corps Full time

    Job SummaryWe are seeking a highly skilled Inventory Management Specialist to join our team at the U.S. Marine Corps. As an Inventory Management Specialist, you will be responsible for maintaining the inventory accuracy level/rating as prescribed in Naval/marine Corps instructions.Key ResponsibilitiesMaintain records and controls over ordnance in stock, due...

  • Registered Nurse

    4 weeks ago

    Yuma, Arizona, United States Solomon Page Full time

    At Solomon Page, we are seeking a highly skilled Registered Nurse to join our team as a Medical Surgical Specialist in Yuma, Arizona.About the RoleThis is a fantastic opportunity for a Registered Nurse to work in a dynamic and fast-paced environment, providing top-notch patient care and making a real difference in the lives of our patients.We are looking for...

  • An Arizona Facility Is Looking for a Locum Tenens Laborists

    2 months ago

    Yuma, United States HealthEcareers - Client Full time

    Interested in this assignment? Or maybe you still haven't found what you're looking for? Contact one of our specialty-specific recruiters to get access to our vast network of open jobs - including some jobs that never get posted. CompHealth will handle all the details like housing and credentialing for you, and our services are always free to you.Must have...

  • Financial Services Specialist

    4 weeks ago

    Yuma, Arizona, United States Magellan Health Full time

    Job SummaryThis position provides personal financial services at assigned military installations. The primary responsibilities include delivering comprehensive personal financial counseling services to military service members and their families at military installations. Services encompass education and counseling addressing financial services, including...

  • Travel Nurse ICU Specialist

    1 month ago

    Yuma, Arizona, United States Skyline Med Staff Nursing Full time

    Job Title: Travel Nurse ICU SpecialistJob Summary:Skyline Med Staff Nursing is seeking a travel nurse ICU specialist for a travel nursing job in Arizona. The ideal candidate will have experience in intensive care unit settings and be able to work 12-hour shifts, 36 hours per week.Responsibilities:* Provide high-quality patient care in an ICU setting*...

  • Cardiovascular Specialist

    4 weeks ago

    Yuma, Arizona, United States Newmark Healthcare Services, Inc. Full time

    About the OpportunityNewmark Healthcare Services, Inc. is seeking a skilled Cardiovascular Specialist to join its team in a 166-bed full-service hospital. The ideal candidate will have experience in interventional cardiology and a strong commitment to delivering high-quality patient care.About the HospitalThe hospital is a comprehensive medical facility that...

  • Customer Service Representative

    2 weeks ago

    Yuma, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are in the process of recruiting a Customer Service Representative to join our team in the insurance industry. Our office is situated in Walnut Creek, California. In this role, you will be a key player in maintaining customer satisfaction by addressing their inquiries and ensuring their records are accurate and up-to-date....

  • Dental Care Specialist

    4 weeks ago

    Yuma, Arizona, United States NaphCare Full time

    We are seeking an experienced Dental Care Specialist to join our team at NaphCare, a leading provider of quality healthcare in the correctional industry.The ideal candidate will have a current unrestricted license as a dentist in Arizona, current DEA registration, and valid CPR card. A minimum of 2-3 years' experience in general practice residency is also...

  • Licensed Lead Clinician

    4 days ago

    Yuma, United States Deployed Services, LLC Full time

    Deployed Services serves as a dedicated strategic partner to government and other clients. We hire individuals committed to excellence and who share our passion for making a positive impact in a collaborative and inclusive work environment. The Licensed Lead Clinician (Lead Specialist, Child Well Being) is the point of contact for matters related to child...