Client Support Specialist – Standard Commercial Lines
Location: Ohio, Kentucky or Florida
Employment Type: Full-Time, Hybrid, based in one of our locations
Why Join Us?
- Build a rewarding career in the commercial insurance industry with opportunities for growth and advancement.
- Work in a supportive, collaborative environment focused on teamwork and exceptional client service.
- Take advantage of ongoing training, licensing support, and continuing education opportunities.
- Gain valuable experience with commercial insurance operations, carrier systems, and diverse client accounts.
- Develop your technical insurance expertise while expanding your professional skills and industry knowledge.
Position Summary
We are seeking a Client Support Specialist who provides administrative and technical support to the Commercial Lines Department by assisting with the daily processing of incoming and outgoing business activities. This position partners closely with Commercial Account Managers and Producers to deliver prompt, efficient, and high-quality service to clients while ensuring the accuracy of policy servicing, documentation, and account maintenance.
The ideal candidate is an experienced Commercial Lines professional who possesses strong attention to detail, excellent communication skills, and the ability to manage multiple priorities in a deadline-driven environment.
Essential Responsibilities
- Process policy audits received from carriers and refer items to the Commercial Account Manager (CAM) when applicable, following agency audit procedures.
- Review and process endorsements and policy change requests for accuracy after they have been ordered by the CAM, including carrier follow-up as needed.
- Prepare endorsement summaries and supporting documentation.
- Assist Account Managers with pre-renewal marketing activities.
- Process and review renewal policies for accuracy and completeness.
- Prepare renewal certificates of insurance and basic new certificates as directed by the CAM.
- Update policy information, billing screens, company commissions, producer codes, company codes, and status codes within agency management systems.
- Process agency-billed invoices related to endorsements and audits.
- Obtain, organize, and file electronic documents from carrier websites into ImageRight.
- Assist in developing initial client proposals for review by the Account Manager.
- Navigate carrier websites to obtain renewals, endorsements, invoices, policy documents, and other account-related information.
- Maintain accurate client records and policy documentation in accordance with agency standards and procedures.
- Provide timely and professional support to Account Managers, Producers, carriers, and clients.
Qualifications
Education and Experience
- High school diploma or GED required.
- Minimum of two (2) years of Commercial Lines Property & Casualty insurance experience.
- Current and active Ohio Property & Casualty (P&C) License required.
Professional Development
- Maintain a current Ohio P&C License.
- Participate in continuing education and insurance-related professional development, such as CISR, CIC, or similar industry designation programs.
Knowledge, Skills, and Abilities
- Strong understanding of commercial insurance policies, coverages, endorsements, renewals, and audits.
- Ability to review certificate holder requirements and verify applicable policy coverages.
- Knowledge of certificate wording requirements and the ability to coordinate with insureds regarding required coverage additions, quotations, and compliance needs.
- Exceptional attention to detail with the ability to identify missing coverages, coverage gaps, and policy discrepancies.
- Proficiency in Microsoft Office applications, including Excel and Word.
- Proficient in AMS360, ImageRight, internet research, and carrier web portals.
- Ability to effectively navigate multiple carrier websites to obtain policy documents, invoices, endorsements, and renewal information.
- Strong analytical, organizational, and decision-making skills.
- Excellent verbal and written communication skills.
- Professional demeanor and commitment to delivering exceptional customer service.
- Ability to adapt to changing priorities while adhering to agency guidelines, procedures, and service standards.
- Ability to work independently, prioritize competing responsibilities, and manage a high-volume workload with accuracy and efficiency.
Benefits
- Health, dental and vision insurance from day one
- Company-funded health savings account (HSA)
- Life insurance, short and long-term disability insurance
- 401(k) with employer match
- Paid time off, including summer hours and paid parental leave
- Hybrid work location
- And much more!
About Us
With 100+ years of history behind every client relationship, we’ve built a reputation on integrity, expertise, and the dedication of our people. That commitment has earned us recognition as a Top Insurance Employer and Top Insurance Workplace by Insurance Business America, a spot among the Top 100 Independent Insurance Agencies by Insurance Journal, and distinction as a leading Northeast Ohio agency by Crain’s Cleveland Business.
Founded in Akron, OH in 1910, we’ve grown to 250+ employees across 20+ locations in Ohio, Kentucky and Florida, while maintaining the personal, relationship driven service that sets us apart.
If you’re passionate about service, enjoy working with people, and want to build a rewarding career with a company that values both professional achievement and personal fulfillment, you’ll thrive at SeibertKeck Insurance Partners.
Our competitive edge comes from:
- Regional specialization and deep market knowledge
- Client education that emphasizes prevention over reaction
- Access to regional, national, and international insurance markets
- A reliable in-house claims service team that advocates for clients when it matters most
At SeibertKeck Insurance Partners, we go beyond premium. We reduce costs through proprietary risk-management and loss-control strategies, negotiate the best possible rates through strong carrier relationships, and support clients with responsive, around-the-clock claims partners.
We’re proud of where we’ve been, and even more excited about where we’re going!
Equal Opportunity Employer
We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, national origin, gender, sexual orientation, veteran status, disability, age, or any other protected characteristic.