Insurance Specialist CSR

Angela Adams Consulting Services; Fully; Vor Ort; USD 41.600 - 56.160; Vollzeit

Benefits dieser Stelle

Health Insurance

Paid time off

Dental Insurance

Vision Insurance

Life Insurance

401(k) plan with matching

Zusammenfassung

Angela Adams Consulting Services provides remote CSR services (commercial and personal lines) to agency clients. The role focuses on meeting contractual obligations, timely communication with leadership and clients, and accurate timekeeping while maintaining confidentiality.

Ideal candidates have independent insurance experience, familiarity with Vertafore AMS, and a preferred P&C license, with strong insurance knowledge and organizational skills to manage multiple accounts and deliver service

Qualifikationen

• Minimum one year of independent insurance experience.
• Experience with Vertafore agency management systems (preferred).
• Insurance P&C License strongly preferred.
• Strong knowledge of insurance coverage and service procedures.
• Highly organized with attention to detail and ability to manage multiple accounts.
• Proficient in agency management systems and Microsoft Office applications.

Aufgaben

• Ensure we are meeting contractual obligations to clients including time worked.
• Communicate regularly, proactively, and effectively with Leadership, internal staff, and clients.
• Verify that client work has been completed accurately and in a timely manner.
• Maintain strict client confidentiality.
• Accurate timekeeping of both billable and non-billable work.
• Identify additional client needs, and offer solution-based services.

Kenntnisse

Independent insurance experience

Attention to detail

Microsoft Office proficiency

Agency management systems knowledge

Ausbildung

P&C License preferred

Tools

Vertafore AMS

Jobbeschreibung

Who Are We?

Angela Adams Consulting is the premier resource for independent insurance agencies providing advice, custom solutions, and remote services related to front and back-office insurance agency operations. Our Consultants, Trainers, Account Managers, Processors, and Insurance Specialists are the most elite professionals in the industry. Become part of a team that truly values collaboration, innovation, and shining the light to success for all independent insurance agencies. Our work schedule is flexible, and most employees work from the comfort of home, allowing them to enjoy work and a personal life. We provide extensive job training, and our Lighthouse Academy is available to all employees, providing an abundance of opportunity for professional growth in a variety of areas.

Description

Insurance Specialists provide remote CSR services (commercial lines & personal lines) to our agency clients in the professional standard as set forth by Angela Adams Consulting Services, Inc.

Duties

• Ensure we are meeting contractual obligations to clients including time worked
• Communicate regularly, proactively, and effectively with Leadership, internal staff, and clients
• Verify that client work has been completed accurately and in a timely manner
• Maintain strict client confidentiality
• Accurate timekeeping of both billable and non-billable work
• Identify additional client needs, and offer solution-based services

Qualifications

• Minimum one year of independent insurance experience
• Experience with Vertafore agency management systems (preferred)
• Insurance P&C License strongly preferred
• Strong Knowledge of insurance coverage and service procedures.
• Highly organized with attention to detail and ability to manage multiple accounts.
• Proficient in agency management systems and Microsoft Office applications.

Performance Objectives

• Technical Mastery and CSR Excellence
• Workflow Ownership and Project Management
• Client Communication and Relationship Support
• Time Management and Productivity
• Professionalism, Teamwork and Values Alignment

Requirements

• P&C License preferred

Benefits

• Health Insurance
• Paid time off
• Dental Insurance
• Vision Insurance
• Life Insurance
• 401(k) plan with matching

Salary: $41,600.00 - $56,160 per year