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Business Insurance Service Specialist
Big I KentuckyBusiness Insurance Service Specialist supporting clients in the insurance department and providing customer service. Position involves interacting with clients and assisting with various insurance processes.
Tech Stack
Tools & technologiesAssembly
About the role
Key responsibilities & impact- Assist account managers with servicing claims, billing inquiries, late payments, cancellations, non-renewals, refinancing, etc.
- Process requests for auto ID cards, evidence of insurance, certificates of liability, etc.
- Send updated auto ID cards to renewing clients.
- Process endorsements/change requests upon renewal and throughout policy year.
- Create applications/cancellation requests for new or existing policies.
- Assemble/mail renewal materials and policies to clients.
- Help develop and prepare marketing and renewal proposals for clients and prospects, including summaries of insurance.
- Assist account manager in renewal evaluations, including highlighting coverage and pricing differences year over year.
- Learn the quoting systems of the various insurance companies utilized to assist Account Managers in quoting, renewal assembly, billing, etc.
- Process incoming electronic mail/emails – attaching appurtenant information to client in EPIC.
- Promptly answer and return phone calls.
- Process “agency billed” items for clients.
- Seek ways to improve overall efficiencies and processes within the department.
Requirements
What you’ll need- College education or equivalent experience.
- Ability to multi‐task and handle heavy workload with minimal supervision; able to self-check for accuracy; and independently research and analyze.
- Demonstrated experience meeting deadlines and working with shifting priorities.
- Ability to communicate orally and in writing with others (clients, colleagues, carrier partners) to explain complex issues, interpret complex information, and respond appropriately.
- Working knowledge of Excel to create, navigate and manipulate reports, Word, PowerPoint and E‐mail applications.
- Ability to step beyond the basics of the technologies we use in order to find better ways to utilize them and train others to learn those practices.
- An understanding of insurance products and a current license from the State of Kentucky preferred but not required.
Benefits
Comp & perks- 401(k)
- 401(k) matching
- Flexible schedule
- Health insurance
- Paid time off
- Parental leave
- Profit sharing
- Training & development
- Vision insurance
- Wellness resources
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance processingclaims servicingbilling inquiriespolicy renewalendorsements processingmarketing proposalsquoting systemsreport manipulationdata analysis
Soft Skills
multi-taskingself-checking for accuracydeadline managementcommunication skillsindependent researchanalytical skillsadaptability
Certifications
insurance licenseState of Kentucky license