Commercial Lines Client Service Specialist

Build Your Career in Commercial Insurance with a Clear Path to Account Management

Relation Insurance is seeking a detail-oriented Commercial Lines Client Service Specialist to join its Dallas office.

This is an excellent opportunity for someone looking to launch or grow a long-term career in commercial insurance. Whether you already have insurance experience or bring strong professional office experience from another detail-driven environment, Relation provides the training, licensing support, mentorship, and career path to help you succeed.

You’ll be joining a high-performing team during an exciting growth phase as Relation continues building out its Southwest commercial operations. With regional leadership based in Dallas, experienced service professionals onsite, and a collaborative training environment, this is a unique opportunity to get in early, learn from experienced mentors, and grow alongside the business.

This role is designed as a career-track opportunity, with the goal of developing strong performers into Account Manager positions over time. If you're someone who enjoys organization, problem-solving, and supporting clients in a fast-paced professional environment, we’d love to connect.

What You’ll Do

• Process policy endorsements, renewals, cancellations, and account updates
• Review renewal policies for accuracy and compare against proposals
• Issue certificates of insurance (COIs), binders, and related policy documentation
• Follow up with insurance carriers regarding endorsements, policy changes, and submissions
• Maintain accurate account records and activity within internal systems
• Monitor direct bill payment activity and escalate cancellation risks when needed
• Track claims activity, payments, and closures
• Review audits, billing changes, and supporting documentation
• Order loss runs, motor vehicle reports (MVRs), and underwriting support documentation
• Support internal account servicing workflows to ensure timely, accurate client service
• Assist with additional office/team support as needed

What You Bring

• 1+ years of experience in a detail-oriented professional office environment such as insurance, banking, mortgage, claims, medical office administration, billing, financial services, administrative operations, or similar
• Commercial insurance experience is a plus, but not required
• Property & Casualty license is a plus, but not required
• Willingness to complete employer-sponsored licensing training and obtain your P&C license
• Strong organizational skills with exceptional attention to detail
• Ability to manage multiple deadlines and competing priorities in a fast-paced environment
• Strong written and verbal communication skills
• Comfortable learning new software systems and technology
• Ability to work independently while collaborating as part of a team
• Experience with agency management systems, ImageRight, or similar platforms is a plus
• Exposure to construction, real estate, hospitality, healthcare, or similar commercial accounts is a plus
• Bilingual English/Spanish is a plus

Preferred but not required:

• AINS and/or CISR designation

Schedule:

This is a full-time, Monday through Friday, in-office position based in Dallas with some flexibility around start and end times. There is an option to choose a hybrid schedule after the training period. 

Why Join Relation Insurance:

• Competitive compensation
• Annual incentive opportunity
• Employer-sponsored licensing training and testing
• Clear career path into an Account Manager role for strong performers
• Comprehensive benefits package including medical, wellness programs, PTO, paid holidays, 401(k), and employee assistance resources
• Stability and growth with a nationally recognized insurance brokerage
• Collaborative in-office team environment with hands-on mentorship and training
• Opportunity to join a growing leadership team helping shape the future of the Southwest division

Similar Titles: Commercial Lines Client Service Specialist, Commercial Insurance Client Service Specialist, Commercial Lines Customer Service Representative (CSR), Commercial Insurance Account Coordinator, Commercial Lines Account Support Specialist, Assistant Account Manager – Commercial Insurance, Insurance Client Service Representative, Commercial Lines Service Associate, Client Service Coordinator – Commercial Insurance, and Commercial Insurance Operations Specialist.

Keywords: Commercial lines insurance, commercial insurance, client service specialist, client service representative, CSR, insurance account coordinator, account support, assistant account manager, insurance brokerage, policy servicing, endorsements, renewals, certificates of insurance, COIs, binders, claims tracking, audit processing, loss runs, underwriting support, agency management system, AMS, Property & Casualty license, P&C license, insurance licensing training, customer service, administrative support, banking, financial services, mortgage servicing, loan processing, title and escrow, Dallas insurance jobs, and commercial insurance careers.

EEOC:  We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.