Insurance Account Specialist Senior

About the role

The Insurance Account Specialist supports the service, retention, and growth of the agency's client portfolio by providing administrative, technical, and operational support to Producers, Account Executives, Account Managers, and other team members. This position helps ensure that policy transactions, client requests, and documentation are processed accurately, efficiently, and in accordance with agency standards. The Insurance Account Specialist maintains a strong attention to detail, develops technical insurance knowledge across assigned product lines, and follows established workflows and procedures to support exceptional client service. This role is responsible for maintaining accurate client records, assisting with policy administration and marketing activities, supporting agency growth initiatives, and contributing to process improvement efforts. Success in this position requires strong organizational skills, the ability to manage multiple priorities, and a commitment to delivering a high-quality client experience.

Responsibilities

• Maintain awareness of insurance industry trends, carrier changes, coverage updates, and regulatory developments.
• Respond promptly and professionally to internal and external service requests by researching issues, resolving inquiries, and ensuring appropriate follow-through.
• Collaborate with Producers, Account Managers, Account Executives, carriers, and other team members to address client needs and service requests.
• Perform assigned service and policy administration activities in partnership with Account Managers, Account Executives, and Producers, escalating coverage, underwriting, or client concerns as appropriate.
• Process policy transactions including endorsements, audits, cancellations, reinstatements, certificates, and related documentation.
• Review endorsements, audits, policy changes, policy documents, and carrier correspondence for accuracy, completeness, and compliance with agency quality standards.
• Support new business and renewal marketing efforts by gathering underwriting information, preparing application materials, and coordinating with clients and carrier partners to obtain required documentation.
• Prepare client summaries, renewal presentations, proposal support materials, and related documentation.
• Maintain accurate and complete client and policy information within agency management systems.
• Document client interactions, policy activity, correspondence, and service actions according to agency standards.

Requirements

• High school diploma or equivalent.
• 1+ year of commercial insurance industry experience.
• Active Property and Casualty insurance license.

Qualifications

• Bachelor's degree in Business, Risk Management, Insurance, Finance, or a related field.
• Industry designations or progress toward professional certifications such as CISR, CIC, CPCU, or AAI.
• Strong organizational, administrative, and time management skills.
• Excellent verbal and written communication skills.
• Strong attention to detail and commitment to accuracy.
• Ability to work independently while collaborating effectively within a team environment.
• Demonstrated judgment in recognizing and escalating coverage, underwriting, or client concerns.
• Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.
• Proficiency with Microsoft Office applications and agency technology platforms.
• Experience working within an independent agency, brokerage, or insurance carrier environment.
• Familiarity with agency management systems and document management platforms.

Schedule

Workplace type: Office. Certain positions outside our branch network may be eligible for a flexible work arrangement combining in-office and work from home. Specific work arrangements will be provided by the hiring team.

Exempt status: Non-exempt (eligible for overtime pay