Client Support Specialist – Small Business Unit at Insurance Partners Agency LLC

Westlake, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Oct, 26

Salary

0.0

Posted On

08 Jul, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Attention To Detail, Policy Processing, Microsoft Word, Microsoft Excel, AMS360, ImageRight, Analytical Skills, Decision Making, Written Communication, Verbal Communication, Customer Service, Organizational Skills, Time Management, Independent Work, Teamwork, Insurance Documentation Review

Industry

Insurance

Description

Description 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 Small Business Unit (SBU) Client Support Specialist who provides administrative and operational support to the Commercial Lines Department by assisting with the daily processing of incoming and outgoing business activities. This position supports designated Small Business Unit Account Managers by delivering prompt, efficient, and high-quality service while ensuring accurate policy processing and maintenance. The ideal candidate is detail-oriented, organized, customer-focused, and able to thrive in a fast-paced environment while managing multiple responsibilities. Essential Responsibilities Process policy audits received from insurance carriers and refer items to the Commercial Account Manager (CAM) when applicable, following established 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 necessary. Update policy information, billing screens, company commissions, producer codes, company codes, and status codes in agency management systems. Process agency-billed invoices related to endorsements and audits. Retrieve, organize, and file electronic documents obtained from carrier websites into ImageRight. Navigate carrier websites to obtain renewals, endorsements, invoices, and other policy-related documentation. Maintain accurate client and policy records in accordance with agency standards and procedures. Provide administrative support to designated SBU Account Managers and the Commercial Lines team. Ensure timely completion of assigned tasks while maintaining a high level of accuracy and professionalism Qualifications Education and Licensing High school diploma or GED required. Ability to obtain an Ohio Property & Casualty (P&C) License within six (6) months of hire. Maintain an active P&C License through continuing education and industry-related coursework, such as CISR or similar professional development programs. Skills and Competencies Strong attention to detail, particularly when reviewing renewals, audits, and endorsements. Ability to identify missing or needed coverages and recognize discrepancies in policy documentation. Proficiency in Microsoft Office applications, including Word and Excel. Experience with or ability to learn AMS360, ImageRight, and carrier websites. Strong analytical and decision-making skills. Excellent written and verbal communication skills. Professional demeanor with a commitment to exceptional customer service. Ability to adapt to changing priorities and follow agency guidelines and procedures. Strong organizational skills with the ability to manage multiple responsibilities efficiently. Ability to work independently and as part of a team. 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. www.seibertkeck.com

Responsibilities

Provide administrative and operational support to the Small Business Unit by processing policy audits, endorsements, and change requests. Maintain accurate client records and navigate carrier websites to manage policy documentation and billing.