Client Support Specialist – Standard Commercial Lines

Posted 2 Days Ago
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Akron, OH, USA
In-Office
Entry level
Insurance • Professional Services
The Role
Supports commercial insurance account managers by processing audits, endorsements, invoices, policy updates, certificates, renewals, and client documentation. Maintains accurate records in agency management systems, retrieves files from carrier websites, assists with insurance proposals, and provides administrative and operational support. The role requires strong organization, attention to detail, communication, customer service, and the ability to manage multiple priorities. An Ohio Property and Casualty license must be obtained within six months.
Summary Generated by Built In

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? 

  • Opportunity to build a career in commercial insurance.
  • Supportive team environment with ongoing training and development.
  • Professional growth through licensing and industry education opportunities.
  • Collaborative workplace focused on delivering exceptional service to clients.

Position Summary

We are seeking a Client Support Specialist who plays a key role in supporting the Commercial Lines team by assisting with the daily processing of incoming and outgoing business activities. This position provides prompt, efficient, and high-quality service while supporting designated Commercial Account Managers. The ideal candidate is detail-oriented, organized, customer-focused, and able to manage multiple priorities in a fast-paced environment.

Essential Responsibilities

  • Process policy audits received from carriers and refer to the Commercial Account Manager (CAM) when applicable according to      audit procedures.
  • Review and process endorsements and change requests for accuracy after they have been ordered by the CAM, including carrier follow-up as needed.
  • Prepare endorsement summaries and documentation.
  • Update policy information, billing screens, company commissions, producer codes, company codes, and status codes within agency management systems.
  • Process agency-billed invoicing related to endorsements and audits.
  • Obtain and file electronic documents from carrier websites into ImageRight.
  • Prepare renewal certificates of insurance and basic new certificates of insurance as directed by the Account Manager.
  • Assist with the preparation of initial insurance proposals for Account Manager review.
  • Navigate carrier websites to access and retrieve renewals, endorsements, invoices, and other policy-related documents.
  • Maintain accurate client and policy records while ensuring adherence to agency procedures and quality standards.
  • Provide administrative and operational support to the Commercial Lines team as needed.

Qualifications

Required Education & Experience

  • High school diploma or GED required.
  • Previous insurance agency, administrative support,      customer service, or office experience preferred.
  • Ability to obtain an Ohio Property & Casualty      (P&C) License within six (6) months of hire.

Licensing & Professional Development

  • Obtain and maintain an active Ohio Property & Casualty (P&C) License.
  • Participate in continuing education and professional development related to commercial insurance, such as CISR coursework and other industry training opportunities.

Knowledge, Skills, and Abilities

  • Strong attention to detail with the ability to identify missing or needed coverages on renewals and endorsements.
  • Proficiency with Microsoft Office, including Excel and Word.
  • Experience with or ability to learn AMS360, ImageRight, and carrier management platforms.
  • Ability to navigate multiple carrier websites efficiently.
  • Strong analytical, organizational, and problem-solving skills.
  • Excellent verbal and written communication skills.
  • Professional demeanor and commitment to exceptional client service.
  • Ability to adapt to changing priorities while following agency guidelines and procedures.
  • Strong time management skills with the ability to prioritize competing responsibilities.
  • Ability to work independently and exercise sound judgment in a high-volume work environment.

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 

Skills Required

  • High school diploma or GED
  • Obtain an Ohio Property and Casualty license within six months of hire
  • Maintain an active Ohio Property and Casualty license
  • Previous insurance agency, administrative support, customer service, or office experience
  • Proficiency with Microsoft Office, including Excel and Word
  • Experience with or ability to learn AMS360, ImageRight, and carrier management platforms
  • Strong attention to detail, organizational, analytical, and problem-solving skills
  • Excellent verbal and written communication skills
  • Strong time management and prioritization skills
  • Ability to work independently and exercise sound judgment in a high-volume environment
  • Participate in continuing education and professional development related to commercial insurance
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The Company
160 Employees
Year Founded: 1910

What We Do

Full-service property and casualty insurance brokerage focussed on delivering risk solutions to Northwest-based businesses and individuals.

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