Personal Lines Insurance Account Technician

About the role

WSMT Insurance, an Ensurise company, is a trusted insurance and risk management firm dedicated to delivering tailored solutions and exceptional client service. We’re seeking a Personal Lines Insurance Account Technician to join our team.

In addition to cash compensation we provide health, dental, vision and disability insurance, paid time off, holiday pay, flexible schedule, and 401(k) matching, professional growth and career progression opportunities, respectful culture and work/family life balance, supportive teammates and a rewarding work environment. This position will also give you the ability to obtain a Property & Casualty Insurance License to help further your career.

Responsibilities

• Process policy changes, endorsements, cancellations, reinstatements, and renewals.
• Prepare and issue evidence of insurance, ID cards, and other policy-related documents.
• Review policy information for accuracy and completeness.
• Enter and maintain client and policy data within the agency management system.
• Aid with renewal preparation, including gathering underwriting information and preparing renewal proposals.
• Maintain and follow up on pending transactions with carriers and clients.
• Respond to routine client inquiries regarding billing.
• Communicate with insurance carriers to obtain quotes, policy information, and underwriting requirements.
• Maintain electronic files and documentation in accordance with agency procedures.
• Support Account Managers and Producers with administrative tasks and special projects.
• Ensure compliance with agency standards, carrier requirements, and regulatory guidelines.
• Aid with claims documentation as needed.
• Other support duties as requested.

Requirements

• High school diploma or equivalent required; associate or bachelor's degree preferred.
• Minimum of 1-3 years of insurance, customer service, or administrative experience preferred.

Qualifications

• Knowledge of personal lines insurance products, including auto, homeowners, umbrella, recreational vehicle, and other related coverages.
• Strong attention to detail and organizational skills.
• Excellent verbal and written communication skills.
• Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.
• Proficiency with agency management systems, Microsoft Office Suite, and carrier portals.
• Strong problem-solving and customer service skills.
• Ability to work independently and collaboratively within a team environment.

Skills

• Ability to obtain a Property & Casualty Insurance License within a specified timeframe.

Benefits

This position offers health, dental, vision and disability insurance, paid time off, holiday pay, flexible schedule, and 401(k) matching.

Pay

From $23.00 to $26.00 per hour.

Schedule

Fully remote, hybrid in Bel Air, MD.