Client Success Specialist, Commercial Risk-Middle Market
New
J
JobgetherCommercial Insurance
Working remotely within the United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 1–3+ years of experience in commercial insurance, brokerage, carrier operations, or a related client service environment
- Required Skills
- Data AnalysisMicrosoft ExcelCompliance
Requirements
- 1–3+ years of experience in commercial insurance, brokerage, carrier operations, or a related client service environment.
- Bachelor’s degree in business, finance, insurance, or a related field preferred.
- Knowledge of commercial insurance coverages, renewal workflows, policy processes, and regulatory requirements.
- Ability to analyze complex service situations, determine appropriate solutions, and exercise independent judgment.
- Strong written and verbal communication skills with the ability to create clear client-ready documentation.
- Experience using insurance technology platforms, agency management systems, and digital workflow tools.
- Proficiency with Microsoft Office, especially Excel functions such as formulas, lookups, pivot tables, and data validation.
- Strong attention to detail with a commitment to accuracy and quality assurance.
- Ability to build collaborative relationships with clients, colleagues, vendors, and cross-functional teams.
- Required insurance licensing must be maintained or obtained for applicable jurisdictions.
Responsibilities
- Manage assigned policy renewal lifecycle activities, ensuring deadlines, documentation, and client commitments are completed accurately and efficiently.
- Coordinate with client relationship teams, carriers, vendors, and internal stakeholders to support smooth service delivery.
- Review policy information, identify discrepancies, investigate root causes, and resolve issues or escalate when appropriate.
- Support compliance-related processes, including certificates of insurance, policy documentation, regulatory requirements, and record maintenance.
- Prepare client-facing materials such as renewal documents, coverage summaries, policy communications, and claims updates.
- Participate in client meetings and renewal discussions as a knowledgeable resource for insurance processes and service delivery.
- Track workflows and deliverables using agency management systems while maintaining accurate records and documentation.
- Identify opportunities to improve processes, increase efficiency, and enhance the overall client experience.
- Support business retention efforts by ensuring accurate policy administration and responsive client support.
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