Insurance Specialist

2 weeks ago


Los Angeles, California, United States NKSFB Full time
Job Title: Insurance Specialist

We are seeking an experienced Insurance Specialist to join our Business Management team at NKSFB, LLC. As an Insurance Specialist, you will be responsible for managing insurance-related tasks, providing excellent customer service, and ensuring timely follow-up and review by the client team.

Key Responsibilities:
  • Opening and processing daily mail
  • Reviewing premium invoices for accuracy, processing for payment, and confirming payment has been made to avoid cancellations
  • Updating in-house summaries of insurances with renewals, changes, etc.
  • Heavy client, broker, and co-worker interaction via email and phone
  • Evaluating various insurance exposures and qualifying appropriate quotes
  • Communicating quotes, declinations, indications, extensions, and cancellations accordingly
  • Escalating concerns to the direct Manager, or client
  • Managing and recording client and carrier communication in workflow system to ensure timely follow-up and review by the client team
  • Gathering and formatting client renewal information in summaries of insurance
  • Checking and confirming that policies match requested coverages once bound and received
  • Uploading policies to the internal storage system
  • Ensuring timely payment of client premiums and tracking return premiums for clients
  • Managing insurance-related claims
Requirements:
  • Associate degree preferred
  • 2+ years of experience working with high-net-worth individuals preferred
  • 4+ years of insurance experience surrounding Property and Casualty, Personal lines, Disability, Medical, Dental, and Vision
What We Offer:
  • Medical, Dental, and Vision coverage
  • Flexible Spending Account
  • Basic Life and AD&D
  • Voluntary Life and AD&D
  • Long Term Disability
  • Voluntary Critical Illness and Cancer, Hospital Indemnity and Accident Coverage
  • Genetic Screening and Cancer Support
  • Pet Insurance
  • Accrue 15 PTO days annually
  • 401k, Match and Profit Sharing Plan
  • 10 Paid Holidays and 1 Floating Holiday

NKSFB, LLC is an Equal Opportunity Employer and is committed to diversity and inclusion. If you're a qualified candidate with a disability and you need a reasonable accommodation in order to apply for this position, please contact us at .



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