Insurance Solutions Specialist

3 days ago


Charlotte, North Carolina, United States Guided Insurance Solutions Full time
Job Title: Insurance Solutions Specialist

We are Guided Insurance Solutions, a dynamic and innovative insurance broker. Our team is dedicated to providing exceptional service and expertise to our clients.

The Insurance Solutions Specialist will work closely with our advisors and line-of-business specialists to analyze client data, evaluate needs, and develop effective risk management solutions tailored to meet clients' financial goals.

Key Responsibilities:
  • Prepare documents for presenting risks to the market
  • Prepare applications, summaries of insurance, insurance certificates, auto identification cards, and other coverage-related documents
  • Assist client service teams in preparing presentation materials
  • Analyze and summarize complex data and compile reports under supervision
  • Record data into the appropriate insurance company and firm software programs
  • Run monthly cancellation and expiration reports
  • Process and complete endorsements and audits
  • Complete special projects as assigned
  • Identify opportunities to improve the firm, business segment, and processes
Requirements:
  • One to two years' experience in the insurance industry
  • Current Property and Casualty License, as required by the State Department of Insurance, to effectively service clients, or be willing and able to obtain all required licenses within the first 90 days of employment
  • Basic understanding of insurance coverages, preferred
  • Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems
Working Conditions:

This is a fast-paced, multi-tasking environment where you will have the opportunity to work with a dynamic team and make a meaningful contribution to our clients' success.



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