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Property Casualty (P&C) Client Service Specialist

Anywhere
full-time
Posted 9/24/2025
Verified Source
Key Skills:
Property & Casualty insurance knowledge
Client relationship management
Policy processing and documentation
Agency management systems
Microsoft Office Suite
Organizational and interpersonal skills

Compensation

Salary Range

$45K - 65K a year

Responsibilities

Manage client relationships and insurance policy documentation while supporting team collaboration and continuous improvement.

Requirements

High school diploma, 1+ years P&C insurance or client service experience preferred, proficiency with agency management systems and Microsoft Office, and insurance license preferred.

Full Description

We are looking for an energetic person to join our P&C Insurance team. The Property Casualty (P&C) Client Service Specialist is responsible for delivering exceptional service to clients by managing their property and casualty insurance needs. This role involves supporting team members, responding to client inquiries, processing policy changes, and ensuring timely, accurate documentation. The ideal candidate is detail-oriented, proactive, and thrives in a collaborative, fast-paced environment. Client Relationship Management: • Serve as the primary point of contact for assigned clients, addressing routine inquiries and requests. Build and maintain strong, professional relationships with clients, carriers, and internal teams. Educate clients on policy coverage, exclusions, and claims processes. Client Relationship Management: • Process policy changes, renewals, endorsements, certificates of insurance, and cancellations accurately and promptly. Review and verify policy documents for accuracy and completeness. Coordinate with insurance carriers to resolve discrepancies and ensure timely issuance of documents. ​Documentation & Compliance: • Maintain organized and up-to-date client files in accordance with company and regulatory standards. Ensure all documentation is compliant with industry regulations and company policies. Team Collaboration: • Work closely with team members to deliver seamless client service. Participate in team meetings, training sessions, and process improvement initiatives. Positivity: • Approaches daily tasks and client interactions with a positive, can-do attitude. Maintains composure and optimism, even during busy periods or when facing challenges, helping to foster a supportive and uplifting work environment. Team Player: • Values collaboration and actively contributes to team success. Willingly assists colleagues, shares knowledge, and celebrates group achievements. Communicates openly and respectfully, building trust and rapport with others. Efficient Use of Time: • Demonstrates strong organizational skills and the ability to prioritize tasks effectively. Uses digital tools, checklists, and proactive planning to manage workload and meet deadlines. Seeks ways to streamline processes and maximize productivity without sacrificing quality. Adaptability: • Embraces change and remains flexible in a dynamic industry. Quickly adjusts to new procedures, technologies, or client needs. Accountability: • Takes ownership of responsibilities and follows through on commitments. Admits mistakes promptly and works collaboratively to find solutions. Continuous Improvement: • Pursues ongoing professional development and welcomes feedback. Strives to enhance personal performance and contribute to the team’s growth. : • High School Degree • 1+ years of experience in property and casualty insurance or client service role preferred. • Strong knowledge of P&C insurance products, policies, and regulations preferred. • Proficiency with agency management systems and Microsoft Office Suite. • Excellent organizational, analytical, and interpersonal skills. • Insurance license (Property & Casualty) preferred. Job Type: Full-time Pay: $45,000.00 - $65,000.00 per year Work Location: Remote

This job posting was last updated on 9/29/2025

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