Client Service Specialist - State Fund Insurance

At Amwins, we succeed together — and have a good time doing it.

We know people don't leave companies. They leave cultures — which is why we work so hard on ours. At Amwins, we thrive on collaboration, not cutthroat competition. Our teams work together to help each other succeed, and we do right by our clients so they can do right by theirs.

First and foremost, we invest in our employees. That investment shows in everything we do; education and development programs, comprehensive and competitive benefits, and an organizational structure that's 43% owned by employee shareholders.

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Working at Amwins means you love what you do, how you do it and, ultimately, who you do it with. Whether it's today or 150 years from now, we continue to invest in our culture and your development so opportunities for growth and career advancement are never in short supply.

At Amwins, we win together — and have a good time doing it.

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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.

Snapshot of What Amwins Provides to Our Team Members:  

• Compensation includes a salary commensurate with experience
• Annual bonus potential 
• Broad benefits package available
• Most benefits available first day of employment
• Medical, Dental, Vision, Life, etc.
• Parental Leave, Adoption Assistance, Travel Reimbursement for healthcare, Retail Discount Program, Scholarships for dependents of Amwins employees, etc. 
• Generous Paid Time Off and Company Holiday Schedule 
• Collaborative, continuing education focused work environment
• Career advancement opportunities 

Position Summary: The Client Service Specialist is the go-to person for retail agents and California State Fund associates when they need help with their workers’ compensation policies. You’ll use Nexsure, the Agency Management System, to answer questions, handle policy changes and service requests, research issues, and make sure everything is taken care of accurately and on time. You’ll manage your own group of accounts and work closely with agents and internal teams to provide great service.

Essential Duties & Responsibilities:

• Use the Agency Management System (Nexsure) to manage service requests and policy-related inquiries from CA State Fund associates and assigned retail agents, including new, renewal, active, and cancelled workers’ compensation policies.
• Research and resolve policy-related questions and issues by working closely with CA State Fund associates and retail agents.
• Build strong relationships with internal teams and external partners through clear, professional communication via email, Microsoft Teams, and phone.
• Keep agents and stakeholders informed by providing timely updates on service requests and resolutions.
• Review and resolve service and billing issues while ensuring accurate follow-up and a positive client experience.
• Use WCIRB resources to research and apply information related to classifications, rules, and rating requirements.

Qualifications & Skills:

• Strong organizational and time-management skills with the ability to prioritize multiple requests and deadlines in a high-volume environment.
• Excellent customer service and communication skills, with a focus on providing helpful and responsive support.
• Ability to work efficiently and accurately in a fast-paced environment while maintaining attention to detail.
• Ability to manage multiple responsibilities, stay organized, and meet deadlines with minimal supervision.
• Willingness and ability to learn new systems, tools, processes, and insurance-related concepts.
• Collaborative team player who enjoys working with internal teams, retail agents, and CA State Fund associates.
• Proficiency with Microsoft Office, including Excel, Outlook, and Word, along with comfort using online research tools such as Google and Bing.

Education & Licensing

• High school diploma required; higher education degree preferred but not required.
• Property & Casualty License, or the ability to obtain within 90 days (cost reimbursed; study support provided by Amwins)

Physical Demands: This role requires sitting, standing, and the ability to lift to 10 pounds.

** 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.