Insurance Client Services Specialist

2 weeks ago


Clearwater, Florida, United States Single Source Insurance Inc Full time
Insurance Client Services Specialist Job Description

The Insurance Client Services Specialist plays a vital role within our organization, dedicated to delivering outstanding support to our clients while ensuring they receive optimal insurance solutions tailored to their individual requirements. Become part of a vibrant workplace where you can enhance your skills and advance your career.

Benefits:
  • 401(k) with employer matching
  • Company events and gatherings
  • Comprehensive dental coverage
  • Complimentary snacks and meals
  • Health insurance options
  • Career advancement opportunities
  • Paid leave
  • Professional training and development
  • Vision care plans
  • Wellness initiatives
Key Responsibilities:
  • Oversee personal insurance policies, including automobile, homeowners, flood, boat, and umbrella coverage
  • Accurately manage client information within our database
  • Gather essential details for insurance quotes
  • Research and negotiate new and renewal business accounts
  • Leverage our insurance carriers to optimize sales
  • Engage professionally with clients
  • Operate independently with a portfolio of clients
  • Collaborate effectively with colleagues and clients
  • Support workflow as necessary
Requirements:
  • 440 Insurance license / Experience in customer service
  • Minimum of 2 years in a professional office environment
  • Proficient in Microsoft Outlook, Word, and Excel
Preferred Qualifications:
  • 220 Insurance License
  • Bachelor's degree
  • 3+ years of experience in an independent insurance agency
  • Familiarity with Vertafore AMS360

If you are a committed professional with a strong interest in the insurance field, we invite you to consider joining our team.



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