Insurance Client Support Specialist

2 weeks ago


Casper, Wyoming, United States PIIAC Full time
Job Overview:

The Insurance Client Support Specialist at PIIAC is dedicated to fostering strong customer relationships by addressing inquiries and concerns with efficiency and professionalism. This role involves daily interactions with clients, insurance providers, and colleagues while executing specific service and marketing initiatives.

Benefits and Advantages
  • Competitive Salary
  • Opportunities for Professional Growth
  • Job Security in an Expanding Sector
Key Responsibilities
  • Assist current clients with policy updates, provide quotes, process payments, respond to inquiries, and supply necessary documentation.
  • Handle customer communications regarding new or existing insurance policies and manage all claims, including regular and after-hours claims.
  • Engage with new clients or support a producer to identify their needs, gather essential information, research policy alternatives, present options, finalize and secure new coverage, cancel outdated policies, and negotiate with carriers as required.
  • Schedule appointments or client calls, or assist a producer in reviewing existing policies, assessing liability limits and exposures, exploring additional coverage needs, evaluating replacement costs, rounding out accounts, and securing renewals.
  • Communicate with clients to provide comprehensive information about products and services, quote new business, process renewals or cancellations, accept payments, and deliver requested documentation.
  • Resolve product or service challenges by clarifying the customer's issue, identifying the root cause, selecting and explaining the best solution, expediting corrections or adjustments, and following up to ensure resolution.
  • Review audits or policies for accuracy and facilitate necessary corrections between clients and carriers.
  • Maintain detailed records of customer interactions and transactions, documenting inquiries, comments, and actions taken in the agency management system.
  • Collaborate with team members, mentor staff, provide expertise, answer questions, and participate in formal and informal meetings as needed.
Qualifications
  • Possess the required insurance license for your state and have at least two years of experience in commercial lines insurance account management, along with a Bachelor's Degree or equivalent work experience.
  • Exhibit strong knowledge of insurance products, rating and underwriting procedures, coverages, and industry operations to effectively manage and service assigned clients and prospects.
  • Demonstrate a strong customer focus and excellent phone etiquette; possess strong written and verbal communication skills, as well as proficient math and reading abilities for calculations.
  • Exhibit a sense of urgency, attention to detail, organizational skills, multi-tasking abilities, and the capacity to handle challenging situations with clients and resolve complex issues independently.
  • Possess excellent time management skills with a mindset of personal accountability, as well as proficiency in technology and computer systems, including agency management systems, rating tools, and carrier website navigation.
Compensation: $40,000 - $60,000 per year

Your Future as an Independent Insurance Agent Awaits

If you seek a career that offers flexibility, job security, competitive compensation, and more, consider the opportunities available with PIIAC member agencies.

The mission of the Professional Independent Insurance Agents of Colorado (PIIAC) is to support, promote, and protect Independent Insurance Agents throughout Colorado. We work collaboratively to achieve professional development goals, advocacy, and regulatory objectives while providing member agencies with a suite of products and services that foster a mutually beneficial environment while upholding the highest ethical business standards.

With an impending workforce shortage in the insurance sector due to the retirement of many seasoned agents, the demand for insurance professionals is increasing daily. Is this career path right for you?

This employment opportunity is available at the organization listed at the top of this page. All hiring decisions will be made by their management.

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