Client Services Team Specialist

Amwins•Charlotte, NC

7d•Hybrid

About The Position

Join Amwins Group where we work as one team, committed to collaboration, teamwork, and never settling for the status quo! Amwins is seeking unique and collaborative individuals to join our lively Client Services Team. These individuals will be given the opportunity to learn and develop various skills that will assist the Amwins Client Services Team throughout processing. As a valued team member with our firm, you will help to perform in this role. This position requires on‑the‑job training that will provide a collaborative and exciting, team‑focused environment. Joining Amwins as part of the Client Services Team offers meaningful opportunities for advancement as the department continues to grow beyond its initial stages. We are seeking individuals who are eager to learn, grow, and develop deep expertise in the insurance industry and the services we provide for our customers. We pride ourselves on knowledge, continuous improvement, and finding better ways to do things, an approach driven by the expertise of our people and the insights gained from those who do this work every day. Curiosity, initiative, and a commitment to professional development are key to success in this role. A strong team presence is essential to how we work together. While some flexibility may be available, this role requires a regular in‑office presence to foster collaboration, learning, and relationship‑building with teammates and leaders. Maintaining a professional environment is important both in the office and in a remote setting. When participating in virtual meetings and collaborative work, please ensure your camera is on and that you are dressed professionally. This helps promote engagement and strengthens our team and office culture.

Requirements

Full understanding and application of concepts, practices and procedures related to insurance
Strong written/verbal communication and math skills
Advanced computer skills including typing proficiency, Microsoft Office skills with emphasis on ability to use Outlook and Excel
Ability to interact/develop relationships at all levels both internally and externally
Strict attention to detail
Good organization skills and ability to prioritize tasks effectively
Ability to multi-task in a fast-paced environment
Ability to resolve moderately complex problems while performing under immediate to general supervision

Nice To Haves

High School Diploma or equivalent with 2-3 years insurance experience or B.A. in Insurance or Risk Management is preferred

Responsibilities

Handles cancellations and reinstatements for policies written with the business type: Wholesale, Program and Binding Authority
Issues notices for all accounting, finance and underwriting based cancellations/reinstatements
Coordinate with markets to issue notices and endorsement for all Brokerage policies
Communicate with retail agents on status of cancellations/reinstatements
Follow-up on policy payment status with internal accounting department and finance companies
Calculate return premium, invoice cancellations through AmLINK and process endorsements through multiple carrier’s website
Data entry into multiple internet-based systems
Use Microsoft Office (i.e. Outlook, Word and Excel)
Answer incoming calls to the department for designated Customer Service teams