Insurance Relationship Specialist

Purpose

To support all aspects of personal lines insurance, including quality control of underwriting and compliance requirements, retention, remarketing, and servicing policies.

Responsibilities

• Assist insurance specialists with routine software navigation, coverage selection, and carrier communications to ensure accurate frontline underwriting.
• Conduct policy retention by contacting members for rate and coverage reviews, rewriting policies as needed.
• Resolve standard compliance issues with insurance specialists to ensure accurate documentation and alignment with carrier and agency standards.
• Provide direct phone assistance to members for policy servicing needs and new business inquiries.
• Run insurance quotes and issue policies for specialized lines where specialists lack system access.
• Resolve foundational policy and business-related inquiries for agency staff within the internal support queue.

Qualifications

• Bachelor's degree in Communications, Business Management, Finance, Risk Management, Mathematics or related fields of study.
• Minimum of two years of experience in property and casualty insurance sales and service.
• In-depth knowledge of Property and Casualty Insurance industry and the responsibilities to the policyholders.
• Experience working with multiple insurance carriers in an agency management system.
• Ability to work independently and be proficient with carrier systems and processes.
• Ability to build and maintain relationships with carriers, peers and members.
• Must possess active North Carolina Personal Lines or Property & Casualty licenses or obtain those licenses within 1 month of hire.
• Certified Insurance Counselor (CIC) designation preferred.

Physical Requirements

• Sitting for prolonged periods
• Carrying up to 15 lbs.
• Lifting up to 15 lbs.
• Push/Pull up to 15 lbs.
• Telephone for prolonged periods
• Computer for prolonged periods