Property and Casualty Client Service Specialist
Job Description:
Client Service Specialist – St. Petersburg, FL
FinTrust Connect has partnered with a specialized insurance organization to identify a Client Service Specialist for a confidential opportunity supporting builder-focused commercial insurance operations. This position is ideal for a detail-oriented insurance professional who excels in policy servicing, operational accuracy, and delivering a high-quality client experience.
Why this opportunity?
Culture:
Team-oriented and process-driven environment with a strong focus on accountability, responsiveness, and professional development.
Workplace:
On-site or hybrid opportunity based in St. Petersburg, Florida.
Function:
This role supports the daily servicing and operational execution of commercial insurance accounts, ensuring timely processing of certificates, endorsements, policy changes, and documentation management.
Requirements:
- 1–3 years of P&C insurance agency or carrier servicing experience
- Working knowledge of General Liability, Property, Auto, Umbrella, and Workers' Compensation policies
- Hands-on experience with ACORD forms, COIs, and endorsements
- Familiarity with AMS platforms or comparable insurance systems
- Strong attention to detail and organizational skills
- Professional written and verbal communication abilities
- Construction or builder-focused insurance experience preferred
- CISR designation or progress toward certification preferred
- Ability to manage deadlines and multitask in a fast-paced environment
Description:
- Process certificates of insurance, endorsements, cancellations, and reinstatements
- Maintain accurate and timely AMS documentation and audit trails
- Support builder warranty enrollment and compliance documentation
- Respond to client service requests and coordinate escalations when needed
- Monitor task queues to ensure timely completion of servicing activities
- Communicate status updates and timelines clearly to clients and internal teams
- Collaborate with account managers and operations leadership to improve workflows
- Assist with onboarding and training of new team members when applicable