Insurance Specialist
13 hours ago
Job Details
Job Location: Corporate Office- Houston - Houston, TX
Salary Range: Undisclosed
Description
SWE and its affiliates have been in business nearly 40 years and been consistently profitable regardless of the economic environment.
The Insurance Specialist will be assessing property risks, explaining policy details, generating quotes, managing policy renewals, and handling inquiries or claims assistance.
Key Responsibilities:
• Manage incoming calls and handle all incoming/outgoing correspondence, including email and mail.
• Maintain and update insurance records for customer accounts.
• Handle changes in policies and renewals and assist with inspection reports for claims.
• Prepare renewal reports to ensure timely payments of various insurance policies.
• Learn and understand various insurance products and maintain records of customer interactions, recording details of claims, complaints and other inquiries.
• Responsible for ensuring that all mortgagors' insurance policies are paid timely; procuring renewal information as needed.
• Responsible for insurance for company assets, getting quotes from multiple insurance companies to ensure best premium pricing.
• Interact with Insurance Agents and customers for information and account updates relative to insurance processing, insurance tracking and hazard loss claims ensure accuracy of records and information
• Set-up payee headers; reconcile insurance disbursements.
• Assist with vendor issues, such as pulling legal descriptions, loading flood determinations, etc.
• Research items related to insurance matters, loss draft claims and/or escalated client issues.
• Process insurance claims, obtaining documentation such as adjustor's reports, inspections, contractor bids, etc.; depositing and disbursing insurance claim funds as appropriate.
• Perform various functions on mortgage servicing system, including but not limited to, review/clear assigned tasks within required timeframes; document required notations; monitor vendor tasks and responses.
• Respond to audits and advise manager of work status, escalations, and potential risks.
• Performs other related duties as assigned.
Requirements:
• High school diploma or equivalent required.
• 1–3 years of experience in insurance sales or customer service, preferably in property or casualty insurance.
• Must hold an active Property & Casualty Insurance License (plus)
Skills:
• Bilingual abilities (e.g., English and Spanish) required.
• Strong knowledge of homeowners insurance products and underwriting guidelines.
• Excellent communication, sales, and customer service skills.
• Detail-oriented with strong organizational and documentation abilities.
• Proficiency in insurance management software and Microsoft Office Suite.
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