Personal Insurance Specialist

1 month ago


Los Angeles, California, United States Performancereview Full time

**Job Title: Insurance Service Representative**

**Job Summary:**

We are seeking a highly skilled Insurance Service Representative to join our team at Performancereview. As an Insurance Service Representative, you will be responsible for providing exceptional customer service to our clients, ensuring they receive the best possible insurance solutions.

**Key Responsibilities:**

  • Educate and cross-sell clients on their insurance options and recommended coverages.
  • Cross-sell insurance products and other financial services to produce more business for the agency.
  • Prepare daily reports from all insurance carriers and review reports for cancellations, expirations, endorsements, and renewals.
  • Process all transactions, memos, and invoices resulting from daily insurance reports.
  • Prepare documents, applications, and invoices for all personal loan closings and ensure appropriate companies receive documents.
  • Coordinate with insurance carriers to bind and process policies as quoted.
  • Process, review, and file policies received from companies.
  • Coordinate all correspondence, including emails, faxes, and phone calls to and from mortgage companies and customers.
  • Verify all insurance policies remain in good standing and send out renewal quotes and invoices as needed.
  • Request and verify invoices, premiums, and policy declarations.
  • Maintain accurate and neat filing of daily workflow folders, daily reports, and expiration reports and archive filing as needed.
  • Complete quote questionnaires for insured customers by researching the property and submitting information to several carriers to get the best quote.

**Requirements:**

  • Property and Casualty Life Insurance License
  • Associates Degree or equivalent
  • 1 year of insurance industry experience preferred
  • Working knowledge of MS Office
  • TAMS preferred

**What We Offer:**

We value every member of our team and offer a competitive pay and an extensive benefits package, including paid time off, medical, dental, and vision, 401K, and future growth opportunities within the company.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.



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