Position Summary:
The Insurance Specialist is an entry-level role that supports Account Managers and Producers with various administrative tasks related to insurance processing and client servicing.
Essential Duties and Responsibilities:
Assist with processing:
- Certificates of Insurance
- Evidence of Insurance
- Auto ID Cards
- Endorsements
- Policy preparation and review
- Request loss runs from expiration lists
- Enroll accounts in the Agency Management System
- Add applications to the Marketing Module
- Perform miscellaneous clerical duties to ensure adequate service
Education and Experience:
- Experience in the insurance industry is a must
- A 4-year college degree is preferred
Job Requirements:
Background: Experience in Select Lines, Businesses, Commercial and General Insurance with nationally recognized insurance carriers is highly valuable.
Language Proficiency: Excellent communication skills in English.
Insurance Knowledge: Solid understanding of insurance policies, procedures, and terminology.
Customer Service Skills: Exceptional customer service skills, including conflict resolution and problem-solving.
Organizational Skills: Highly organized and detail-oriented.
Time Management: Effective time management skills, able to prioritize tasks and meet deadlines.
Adaptability: Willingness to learn and adapt to different insurance policies and regulations.
Attention to Detail: Keen eye for detail to ensure accuracy in documents and policies.
Ethical Conduct: High ethical standards, maintaining confidentiality and data protection.
Technical Skills: Proficiency in relevant software, including CRM (Epic), signature software (Indio), document management (Excel), and digital communication tools.
Cultural Sensitivity: Strong interpersonal skills to work with diverse clients.
Requirements: Must own a computer with Wi-Fi and a dual-monitor setup for remote work.
