Property and Casualty Client Service Specialist -St. Petersburg, FL
FinTrust Connect · fintrustconnect.com
Saint PetersburgHybridEntry level1–3 yrs
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The job in short
Property and casualty client service.
AuditInsuranceCompliance
Details
- Found
- 21 d ago · posted 2026-10-03
- Location as listed
- Saint Petersburg, Florida, United States
- Role
- Customer Service Representative
- Source
- The company’s own careers site
Full description
Property and Casualty Client Service Specialist –St. Petersburg, FL
FinTrust Connect has partnered with a specialized insurance organization to identify a Client Service Specialist for an 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: Hybrid 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
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Familiarity with AMS platforms or comparable insurance systems
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Strong attention to detail and organizational skills
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Professional written and verbal communication abilities
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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
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Support builder warranty enrollment and compliance documentation
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Respond to client service requests and coordinate escalations when needed
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Monitor task queues to ensure timely completion of servicing activities
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Communicate status updates and timelines clearly to clients and internal teams
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Collaborate with account managers and operations leadership to improve workflows
•
Assist with onboarding and training of new team members when applicable
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