Insurance Portfolio Specialist
1 week ago
About Us
At DEFENSIVE INSURANCE SERVICES INC, we pride ourselves on being a trusted insurance business since 1965. Our commitment to enhancing and protecting local communities drives us to deliver tailored insurance solutions to individuals and families.
Job Summary
We are seeking a skilled Insurance Portfolio Specialist to manage and maintain a portfolio of personal lines insurance accounts. The successful candidate will have experience in the insurance industry, excellent communication skills, and a passion for helping people.
Key Responsibilities:
- Manage a portfolio of personal lines insurance accounts, ensuring client satisfaction.
- Provide exceptional customer service by addressing client inquiries and resolving issues.
- Process policy changes, endorsements, renewals, and cancellations efficiently and accurately.
- Collaborate with insurance carriers to secure competitive coverage options.
- Maintain detailed records in our agency management system.
Requirements:
- A minimum of 3 years of experience in personal lines insurance or a related field.
- An active California Property & Casualty Insurance License is required.
- Excellent interpersonal and communication skills.
- Strong organizational and time-management abilities.
- Proficiency in insurance agency management systems and common office software.
Benefits: The estimated annual salary for this position is $65,000-$90,000, depending on experience, plus comprehensive benefits, including health and 401(k) with matching, paid time off, and ongoing training opportunities.
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