Client Service Specialist

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Join our Amwins Access State Fund team in Santa Rosa as a Client Service Specialist!

This is a full time, in office position in our Santa Rosa, CA office.

Position Summary: 

The Client Service Specialist manages service requests from California State Fund associates and responds to inquiries and endorsement requests from assigned retail agents. This role operates within an alpha-split model, with accounts assigned by retail agent name in the Agency Management System (Nexsure). The CSS ensures timely, accurate, and professional servicing of in-force, renewal, new, and cancelled CA State Fund workers’ compensation policies.

Essential Duties & Responsibilities: 

• Use the Agency Management System (Nexsure) to initiate and manage service actions for CA State Fund requests and retail agent inquiries involving new, renewal, in-force, and cancelled workers’ compensation policies.
• Research, evaluate, and resolve policy-related issues in collaboration with CA State Fund associates and retail agents.
• Build and maintain effective relationships with internal and external stakeholders through clear communication by email, Microsoft Teams, and phone.
• Provide timely, clear, and professional updates on service request status and resolution.
• Resolve complex service and billing issues with accuracy and appropriate follow-up.
• Apply working knowledge of WCIRB resources, including classifications, rules, and rating protocols.

Qualifications & Skills:

• Strong organizational and time management skills, with the ability to effectively prioritize competing tasks in a high-volume environment.
• Excellent verbal and written communication skills, with a professional and service-focused approach.
• Ability to work efficiently and accurately in a fast-paced, production-driven environment.
• Demonstrated ability to manage workloads, maintain priorities, and meet deadlines with minimal supervision.
• Ability to quickly learn and adapt to new systems, tools, workflows, and processes.
• Collaborative team player with the ability to work effectively with internal staff, retail agents, and CA State Fund associates.
• Proficiency with Microsoft Office, including Excel, Outlook, and Word, and comfort using internet research tools such as Google and Bing.

EDUCATION REQUIRED: Prior workers’ compensation experience with an agency or carrier is required. High school diploma required; higher education degree preferred but not required. Property & Casualty license required.

PHYSICAL DEMANDS: This role requires sitting, standing, and the ability to lift to 10 pounds. The position is based in an office environment in Santa Rosa, CA.

** Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.