Insurance Account Specialist Senior
Core
Administrative and operational support for an insurance agency's client portfolio, ensuring accurate policy transactions and client service.
Role type
Senior Insurance Account Specialist
Builds
Policy administration, client service, and agency growth initiatives
Domain
Insurance (Property & Casualty)
Required skills
Commercial insurance industry experience, Active Property and Casualty insurance license, policy administration, client record management, regulatory compliance awareness, Microsoft Office proficiency
Preferred skills
Bachelor's degree in Business/Risk Management/Insurance, industry designations (CISR, CIC, CPCU), agency management systems familiarity, independent work capability, multitasking in fast-paced environments
Technologies
Microsoft Office, agency management systems, document management platforms
Responsibilities
Process policy transactions (endorsements, audits, cancellations, reinstatements), maintain accurate client records, respond to service requests, collaborate with producers and carriers, support new business and renewal marketing efforts, prepare client summaries and proposal materials, document client interactions and policy activity
Seniority
Senior, hands-on IC