Insurance Account Specialist - VW Insurance

ONSITE Position - may become hybrid after 90 days.

IMPORTANT: All candidates must complete the Culture Index. This is a very short survey with no right or wrong answers. Candidates that do not complete the Culture Index will not be reviewed. Here is the link to the survey: https://go.cultureindex.com/p/HpDpHyGTu4xieaQ

About the Role

The Insurance Account Specialist provides client support and administrative assistance in managing insurance accounts. This role involves servicing both new and existing clients by handling policy changes, answering questions regarding coverage, managing claims, and processing renewals. The Insurance Account Specialist is critical in ensuring customer satisfaction and maintaining the smooth operation of the agency or company's insurance processes.?

Essential Duties and Responsibilities

• Assist clients with basic inquiries, routine policy updates, and claims filing.

• ?Handle client communication via phone, email, or in-person to resolve issues or provide information regarding their accounts.

• ?Process policy changes, renewals, and cancellations by coordinating with insurance carriers and updating internal systems.

• ?Review and verify policy information to ensure accuracy and compliance with company and regulatory standards.

• ?Support clients through the claims process by helping them file claims, providing coverage information, and liaising between clients and insurance carriers.

• ?Maintain and update client records, policy details, and other relevant documentation in the agency’s database and CRM systems.

• ?Ensure all records are accurate, up-to-date, and compliant with insurance regulations and company policies.

• ?Assist Account Managers and senior staff with administrative tasks, including preparing policy quotes, reports, and correspondence.

• ?Provide administrative support for the underwriting process, helping to gather necessary information and ensure that all paperwork is completed properly.?

Desired Outcomes

Satisfactorily meet established KPIs.?

Meet Organizational Retention goal.

Employment & Educational Experience

• ????Education: Associate degree or bachelor's degree in a related field preferred.?

• ??Experience: 2+ years [Independent Agency] or 5+ years [Captive Agency] of experience in personal lines insurance account management or customer service. Experience with home, auto, and other personal insurance products is essential.?

• ??Technical Skills: Proficiency in Microsoft Office and experience with insurance agency management systems (e.g., Applied Epic, AMS 360).?

• ??Soft Skills: Strong interpersonal skills, excellent written and verbal communication, attention to detail, and the ability to multitask in a fast-paced environment.???

Certificates, Licenses, Registrations, and/or Specialize Required

?Active and valid Property and Casual Insurance License.?