House Business Unit Insurance Service Specialist Our firm is rapidly growing and we are seeking a self-motivated person who wants to join a dynamic, growing company. We are currently seeking to ...
House Business Unit Insurance Service Specialist Our firm is rapidly growing and we are seeking a self-motivated person who wants to join a dynamic, growing company. We are currently seeking to ...
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Davis Insurance is seeking a Customer Service Representative who enjoys helping people, solving problems, and delivering exceptional customer experiences. In this role, you'll serve as a trusted ...
Quick apply
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Quick apply
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Quick apply
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Quick apply
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All other functions, particularly policy owner services, provide the opportunities to increase ... Life and health insurance license is required. Valid driver's license and dependable/reliable ...
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All other functions, particularly policy owner services, provide the opportunities to increase ... Life and health insurance license is required. Valid driver's license and dependable/reliable ...
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All other functions, particularly policy owner services, provide the opportunities to increase ... Life and health insurance license is required. Valid driver's license and dependable/reliable ...
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All other functions, particularly policy owner services, provide the opportunities to increase ... Life and health insurance license is required. Valid driver's license and dependable/reliable ...
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Insurance Service information
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Full-time
Medical, Life, Retirement, PTO
This job post has expired 1 day ago. Applications are no longer accepted.
Job description
Responsibilities
- Support HBU Team in the onboarding of new clients by gathering required information, assisting with coverage setup, and assist in the quoting, policy issuance, renewal, and billing processes by learning and utilizing carrier quoting systems and agency workflows.
- Process day‑to‑day client service requests, including endorsements, policy changes, certificates of insurance, evidence of insurance, auto ID cards, schedules, and renewal updates accurately, submitting claims; all in a timely manner.
- Serve as a point of contact for clients by promptly and professionally responding to phone calls and emails while delivering high‑quality client service.
- Maintain accurate, organized electronic client files in accordance with agency procedures, including documenting all communications, policy details, and transactions in the agency management system (EPIC).
- Process incoming mail and emails, ensuring all related documents are properly indexed to the correct client account.
- Learn the quoting systems of the various insurance companies utilized to complete quoting, renewal assembly, billing, etc.
- Identify opportunities to improve service workflows, documentation accuracy, and operational efficiency within the team.
Requirements
- College education or equivalent experience.
- Ability to multi‐task and handle heavy workload with minimal supervision; able to self-check for accuracy; and independently research and analyze.
- Demonstrated experience meeting deadlines and working with shifting priorities.
- Ability to communicate orally and in writing with others (clients, colleagues, carrier partners) to explain complex issues, interpret complex information, and respond appropriately.
- Working knowledge of Excel to create, navigate and manipulate reports, Word, PowerPoint and Microsoft E‐mail applications.
- Ability to step beyond the basics of the technologies we use to find better ways to utilize them and train others to learn those practices.
- An understanding of insurance products and a current license from the State of Kentucky.
About Sterling Thompson
Sourced by ZipRecruiter
Industry
Insurance services
Company size
51 - 200 Employees
Headquarters location
Louisville, KY, US
Year founded
1937