Relation Insurance Services | Northeast Region
Frederick, MD | Two full-time openings
Hybrid after onboarding and training
Relation Insurance Services is hiring two Client Service Specialists to support its Frederick team. You’ll work with Account Managers and insurance carriers to process policy updates, prepare documents, and follow up on client requests.
If you enjoy helping people, keeping details organized, and following a request through to completion, we’d love to hear from you.
What You’ll Do
- Process policy change requests, follow up with carriers, and check endorsements for accuracy before sending them to clients.
- Support renewals by requesting policy documents, checking them against proposals, and updating account records.
- Prepare proof of insurance and other policy documents as requested.
- Track cancellation requests and follow up on missing information or paperwork.
- Enter and update policy information in carrier portals.
- Keep client communications, policy documents, and follow-up tasks organized in AMS360 and ImageRight.
- Help answer incoming calls and assist walk-in clients as needed.
What You’ll Bring
- At least 1 year of customer service experience.
- High school diploma or equivalent.
- Familiarity with insurance policies and terminology. Experience in an insurance agency or policy servicing role is a plus.
- An active Property & Casualty license or willingness to obtain one within 90 days of hire if required for the role.
- Comfort with Microsoft Office and the ability to learn agency systems and carrier portals. AMS360 and ImageRight experience is a plus.
- Clear communication, attention to detail, and the ability to prioritize multiple client requests.
- Bilingual English/Spanish skills and insurance designations such as AINS or CISR are a plus.
Why Join Relation?
- Medical, dental, vision, and life insurance benefits.
- A 401(k) plan, paid time off, and paid holidays.
- Professional development and opportunities to grow your insurance career.
- A collaborative local team backed by the resources of a national insurance brokerage.
Location & Schedule
This position is based in Frederick, MD. After onboarding and training, the hybrid schedule includes three days in the office each week, including either Monday or Friday.
Equal Opportunity Employer
Relation Insurance Services provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment based on race, color, religion, age, sex, national origin, disability, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local law.
