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.

Pursuant to California regulation, the compensation range for this position is as stated and includes eligibility for performance-based bonuses.

California Pay Range

$25 , $32 USD