To be considered for this role, please take a moment to complete the Culture Index Assessment by clicking the link below or copying it into your browser. This brief assessment takes no more than 5 minutes to complete and is a critical part of our hiring process.
Link: https://go.cultureindex.com/p/HpDpHyGTu4xieaQ
The Culture Index helps us better understand your work style, strengths, and preferences, ensuring a strong alignment between your skills and the position's requirements. It also allows us to create a more inclusive and effective workplace by matching candidates to roles where they can thrive.
Please note: Applications without a complete Culture Index Assessment will not be reviewed or moved forward in the hiring process. We appreciate your attention to this important step and look forward to learning more about you!
About the Role
The Insurance Account Specialist provides client support and administrative assistance in managing insurance accounts. This role involves servicing both new and existing clients by handling policy changes, answering questions regarding coverage, managing claims, and processing renewals. The Insurance Account Specialist is critical in ensuring customer satisfaction and maintaining the smooth operation of the agency or company's insurance processes.
Essential Duties and Responsibilities
- Assist clients with basic inquiries, routine policy updates, and claims filing.
- Handle client communication via phone, email, or in-person to resolve issues or provide information regarding their accounts.
- Process policy changes, renewals, and cancellations by coordinating with insurance carriers and updating internal systems.
- Review and verify policy information to ensure accuracy and compliance with company and regulatory standards.
- Support clients through the claims process by helping them file claims, providing coverage information, and liaising between clients and insurance carriers.
- Maintain and update client records, policy details, and other relevant documentation in the agency’s database and CRM systems.
- Ensure all records are accurate, up-to-date, and compliant with insurance regulations and company policies.
- Assist Account Managers and senior staff with administrative tasks, including preparing policy quotes, reports, and correspondence.
- Provide administrative support for the underwriting process, helping to gather necessary information and ensure that all paperwork is completed properly.
Skills and Attributes
- Customer Service Excellence – Proven ability to address client inquiries promptly, resolve issues professionally, and build lasting relationships.
- Attention to Detail – Meticulous in reviewing policies, updating records, and ensuring compliance with regulatory standards.
- Communication Skills – Strong verbal and written communication to clearly explain coverage, claims processes, and policy changes.
- Organizational Skills – Manages multiple accounts, deadlines, and administrative tasks efficiently in a fast-paced environment.
- Technical Proficiency – Skilled in CRM systems (e.g., Applied Epic, AMS360) and Microsoft Office for policy updates and documentation.
- Problem-Solving – Resolves client concerns creatively and collaborates with carriers to streamline claims and policy adjustments.
- Compliance Knowledge – Understands insurance regulations to maintain accurate records and adhere to company and legal standards.
- Collaborative Mindset – Works effectively with Account Managers and underwriters to support client needs and team goals.
Education
- An associate's degree or a bachelor's degree in a related field is preferred.
Experience
Required
- 2+ years [Independent Agency] or 5+ years [Captive Agency] of experience in personal lines insurance account management or customer service. Experience with home, auto, and other personal insurance products is essential.
Certificates, License, and or Specialized Requirements
- Must have an active P&C License.
What We Offer
We believe in taking care of our team as much as we take care of our clients. When you join us, you will enjoy:
- Competitive Compensation: A salary and benefits package that recognizes your skills and contributions.
- Comprehensive Benefits: Health, dental, and vision insurance, as well as additional coverage options to support your well-being.
- Retirement Planning: A 401(k) plan with company contributions up to 4% to help you build a secure future.
- Paid Time Off: Generous PTO and 9 paid holidays so you can recharge and enjoy life outside of work.
- Professional Development: In-house Corporate Trainer to help you grow professionally and create customized training specifically for you, along with opportunities to grow within the company.
- Positive Work Environment: A supportive and collaborative team culture where your ideas and efforts are valued.
- Community Impact: Opportunities to participate in initiatives that give back to our local community by providing 16 hours of additional PTO to volunteer at an organization of your choosing, plus company-sponsored events.
We are committed to helping you thrive—both professionally and personally. Join us, and let’s grow together!