Position Details

Type Not Specified

Experience entry

Exp. Years One or more years work experience

Education High school diploma or GED and two years college or equivalent work experience

Category Customer Success & Support

About this role

The Client Services Specialist provides customer support to agents, insureds, claimants, and others by directing inquiries, handling daily workflow transactions, and supporting underwriting submission processes. The role also processes loss run requests and updates customer address and contact information in company systems.

Key Responsibilities

Provide excellent customer service to agents, insureds, claimants, and others;Support underwriting submission steps including indexing and preparing resource documents;Update customer address and contact information in various systems;Process written loss run requests for copies of policy loss runs;Handle daily workflow transactions including misdirected/returned emails and basic correspondence

Technical Overview

This is a support operations role using standard office productivity tools. The work includes managing email workflows, indexing and document preparation steps, processing loss run requests, and maintaining accurate customer information updates using Microsoft Office (Excel, Word) and company systems.

Ideal Candidate

The ideal candidate is an entry-level client services professional in insurance with 1+ years of work experience and strong customer service skills. They can accurately handle loss run requests, support underwriting submission steps (indexing and document preparation), update customer information, and communicate clearly in both writing and speech using Microsoft Office tools.

Must-Have Skills

High school diploma or GEDTwo years college or equivalent work experienceOne or more years work experienceAbility to perform basic mathAbility to operate proficiently a personal computer and related software such as Microsoft Office (ExcelWordetc.)

Nice-to-Have Skills

None explicitly stated

Tools & Platforms

Microsoft OfficeExcelWordpersonal computervarious systems

Required Skills

Customer serviceloss run request handlingunderwriting submission supportindexingpreparing resource documentsassigning prioritiescustomer information updatingaddress and contact information updatesmisdirected or returned emails handlingbasic correspondencebasic mathMicrosoft OfficeExcelWordconfidentialityactive listeningwritten communicationoral communication

Hard Skills

Customer serviceCustomer supportHandling daily workflow transactionsIndexingSubmission preparatory workBasic correspondenceLoss run request handlingProcessing written requests for copies of policy loss runsAbility to perform basic mathAddress and contact information updating in various systemsMicrosoft OfficeExcelWordPersonal computerManaging emails (misdirected or returned emails)Active listeningAttention to detailConfidentiality maintenance

Soft Skills

Excellent customer servicePositive and effective customer serviceAttention to detailSuperior Englishgrammarspellingpunctuation and sentence structureSuperior oral and written communicationExcellent oral and written communication with all levels of the organization and with AgentsEnjoys reading and writing documentationStrong active listening skillsWork independentlyOrganize time and resourcesHandle multiple high prioritiesWork well with othersMaintain confidentiality

Industry & Role

Industry Insurance

Job Function Deliver client services and customer support for National Indemnity Company

Role Subtype Customer Success Manager

Clearance & Visa

Visa Sponsorship No

Keywords for Your Resume

Client Services Specialistcustomer serviceagentsinsuredsclaimantsloss runloss run request handlingunderwriting submission supportindexingpreparing resource documentsassigning prioritiescustomer information updatingaddress and contact informationemailsmisdirected or returned emailsbasic correspondenceMicrosoft OfficeExcelWordpersonal computerconfidentialityactive listeningEnglish grammarwritten communicationoral communication

Deal Breakers

High school diploma or GED and two years college or equivalent work experience, One or more years work experience, Ability to operate proficiently Microsoft Office (Excel, Word), No employer visa sponsorship

Apply for this Position →

Get matched to jobs like this

Luna finds roles that fit your skills and career goals — no endless scrolling required.

Create a Free Profile