Insurance Specialist
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AI Summary
Description
Who Are We?
Angela Adams Consulting is the premier resource for independent insurance agencies providing advice, custom solutions, and remote services related to front and back-office insurance agency operations. Our Consultants, Trainers, Account Managers, Processors, and Insurance Specialists are the most elite professionals in the industry. Become part of a team that truly values collaboration, innovation, and shining the light to success for all independent insurance agencies. Our work schedule is flexible, and most employees work from the comfort of home, allowing them to enjoy work and a personal life. We provide extensive job training, and our Lighthouse Academy is available to all employees, providing an abundance of opportunity for professional growth in a variety of areas. ?
Insurance Specialists provide remote CSR services (commercial lines & personal lines) to our agency clients in the professional standard as set forth by Angela Adams Consulting Services, Inc.
Duties
- Ensure we are meeting contractual obligations to clients including time worked
- Communicate regularly, proactively, and effectively with Leadership, internal staff, and clients
- Verify that client work has been completed accurately and in a timely manner
- Maintain strict client confidentiality
- Accurate timekeeping of both billable and non-billable work
- Identify additional client needs, and offer solution-based services
Qualifications:
- Minimum one year of independent insurance experience
- Experience with Vertafore agency management systems (preferred)
- Insurance P&C License strongly preferred
- Strong Knowledge of insurance coverage and service procedures.
- Highly organized with attention to detail and ability to manage multiple accounts.
- Proficient in agency management systems and Microsoft Office applications.
Performance Objectives:
- Technical Mastery and CSR Excellence
- Workflow Ownership and Project Management
- Client Communication and Relationship Support
- Time Management and Productivity
- Professionalism, Teamwork and Values Alignment
Requirements
Required license or certification:
- P&C License prefered
Benefits
- Health Insurance
- Paid time off
- Dental Insurance
- Vision Insurance
- Life Insurance
- 401(k) plan with matching
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