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