Texan Insurance

Licensed Insurance Account Specialist

Texan Insurance

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $43,000 - $45,000 per year

Job Level

JuniorMid-Level

About the role

  • The Licensed Insurance Account Specialist provides client support and administrative assistance in managing insurance accounts.
  • 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.
  • Important: All candidates are required to complete the Culture Index survey; candidates who do not complete it will not be reviewed.

Requirements

  • Insurance Expertise: Knowledge of insurance products, policies, and procedures, including underwriting and claims processes.
  • Customer Service Excellence: Proven ability to build and maintain strong client relationships by providing outstanding service and addressing inquiries promptly and professionally.
  • Communication Skills: Strong verbal and written communication skills to effectively explain policy details, coverage options, and account updates.
  • Attention to Detail: Meticulous in reviewing applications, policies, and documentation to ensure accuracy and compliance with industry standards.
  • Problem-Solving Skills: Ability to assess client needs and resolve complex issues efficiently while maintaining a positive client experience.
  • Technical Proficiency: Proficient in insurance management software (e.g., AMS360, Applied Epic) and office applications like Microsoft Office Suite.
  • Organizational Skills: Skilled in managing multiple accounts, tasks, and deadlines in a fast-paced environment.
  • Analytical Thinking: Ability to interpret data and evaluate risk to provide well-informed recommendations to clients and underwriters.
  • Sales and Upselling: Confident in identifying opportunities to cross-sell or upsell additional products to meet client needs and achieve agency goals.
  • Compliance Knowledge: Familiarity with state and federal regulations governing insurance practices and a commitment to adhering to compliance standards.
  • Time Management: Effective in prioritizing workload and completing tasks on time while maintaining a high standard of work.
  • Conflict Resolution: Skilled in handling challenging situations with professionalism and empathy to achieve positive outcomes.
  • Collaboration: Works well independently and as part of a team to support overall account management objectives.
  • Adaptability: Flexible in responding to evolving client needs, industry trends, and internal processes.
  • Required: Must have an active P&C License.
  • Experience: 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.
  • Education: Associate degree or bachelor's degree in a related field preferred.