Insurance Specialist CSR

Angela Adams Consulting Services; Fully; Vor Ort; CHF 60.000 - 75.000; Vollzeit

Benefits dieser Stelle

Paid time off

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) plan with matching

Other voluntary benefits

Zusammenfassung

Angela Adams Consulting is seeking Insurance Specialists to provide remote CSR services for agency clients in both commercial and personal lines. You will deliver accurate, timely, and professional support to help agencies manage their daily service needs while upholding our high standards.

Join a team that values collaboration and growth, with flexible work schedules and remote training through Lighthouse Academy to develop expertise across back-office insurance operations.

Qualifikationen

• Minimum one year of independent insurance experience.
• Experience with Vertafore agency management systems preferred.
• P&C license 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 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

P&C Licensing (preferred)

Microsoft Office

Detail-oriented

Multi-account management

Tools

Vertafore AMS

Agency management systems

Jobbeschreibung

Angela Adams Consulting

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.

The Role

Insurance Specialists provide remote CSR services in both commercial and personal lines to agency clients. This role is essential to ensuring agencies receive accurate, timely, and professional support in managing their daily service needs. By upholding the high standards set forth by Angela Adams Consulting Services, Inc., Insurance Specialists help agencies operate more efficiently, enhance client satisfaction, and maintain compliance with industry’s best practices. The position requires strong technical expertise, attention to detail, and a client-focused approach to deliver reliable, high-quality service.

Core Responsibilities

• 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

Success in this role looks like

Success in the Insurance Specialist role means being a trusted, highly accurate remote Insurance Specialist CSR who enables agency clients to operate smoothly, compliantly, and efficiently—while consistently meeting Angela Adams Consulting’s quality, time, and service standards.

Benefits

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

Requirements

• 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.

Required License Or Certification

• P&C License preferred