Commercial Lines Insurance Specialist

4 weeks ago


Houston, Texas, United States Kingspoint Insurance Agency Full time
Job Summary

Kingspoint Insurance Agency is seeking a highly skilled Commercial Lines Insurance Specialist to join our team. As a key member of our agency, you will be responsible for managing client relationships, providing expert advice on commercial insurance products, and ensuring seamless communication and service delivery.

Key Responsibilities:

  • Client Relationship Management: Serve as the primary point of contact for clients, handling inquiries, processing requests, and addressing concerns regarding their commercial insurance policies.
  • Policy Servicing: Manage the day-to-day servicing of existing accounts, including policy renewals, endorsements, claims, and audits.
  • Client Needs Assessment: Work closely with clients to assess their insurance needs, providing expert advice on coverage options, ensuring adequate protection for their business.
  • Quoting and Proposals: Assist in preparing insurance quotes, proposals, and presentations tailored to client needs. This includes gathering necessary information, working with underwriters, and providing comparisons for the best options.
  • Account Review: Conduct periodic reviews of client accounts to ensure accuracy of coverage, identify cross-sell opportunities, and suggest modifications or updates as needed.
  • Claims Assistance: Support clients through the claims process by coordinating with insurance carriers, ensuring timely resolution, and keeping clients informed throughout the process.
  • Team Collaboration: Work closely with the sales and underwriting teams to support business development efforts and ensure seamless communication and service delivery.
  • Problem-Solving: Proactively identify and resolve any issues related to client accounts, billing, or claims in a timely and effective manner.
  • Client Retention: Play a key role in retaining and renewing existing accounts by providing superior customer service and maintaining positive client relationships.

Requirements:

  • Proven experience in commercial lines insurance (5+ years preferred).
  • Insurance license required (CIC, CISR, or other relevant designations are a plus).
  • In-depth knowledge of commercial insurance products (e.g., property, liability, workers' compensation, auto, etc.).
  • Strong customer service and relationship management skills.
  • Ability to work effectively both independently and as part of a team.
  • Excellent communication, negotiation, and organizational skills.
  • Proficiency in insurance software systems (AMS360, Applied Epic, etc.) and Microsoft Office Suite.
  • Strong attention to detail and ability to manage multiple priorities.

What We Offer:

  • Competitive compensation.
  • Work-life balance and employee well-being.
  • A supportive, diverse, people-first culture and mindset.
  • A voice at the table to create constructive change and work on purposeful products.
  • Time dedicated to professional development.
  • Opportunities to give back to our community.


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