The Insurance Specialist role is critical to the agencies Mission, Vision, and Core Values of the organization. This position requires a dedicated, dependable, and enthusiastic individual with excellent Customer Service skills.

Duties & Responsibilities

  • Manage a comprehensive daily report of uninsured or expired certificates
  • Review certificates of insurance for applicable coverage requirements
  • Manage an email box of renewal certificates, update in system, and save in the customer file
  • Open, sort and scan inbound mail containing certificates of insurance to the customer file
  • Update the systems with information obtained from the certificate
  • Apply approval to other departments requests for insurance verification on existing and/or new business deals
  • When required, reach out to the customer or their agent of record to resolve outstanding insurance requirements
  • Preform special projects and duties as requested by manager


  • Proficiency with Microsoft applications and aptitude to learn other Agency applications
  • Basic knowledge of insurance
  • Delivers excellence and expect the same in return.


  • Diversity – Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
  • Ethics – Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
  • Customer Service – Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
  • Dependability – Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
  • Oral Communication – Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
  • Written Communication – Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Reports To: Christine Montalbano