Insurance Account Specialist Senior

Huntington Bancshares, Inc.; Pittsburgh (Allegheny County); Hybrid; USD 52,000 - 78,000; Full time

Job summary

Huntington Bancshares, Inc. in Pittsburgh seeks an Insurance Account Specialist to support service, retention, and growth of the client portfolio.

You will provide administrative, technical, and operational support across Producers, Account Executives, and Account Managers, ensuring accurate policy transactions and documentation in line with agency standards. Ideal candidates bring 1+ year of commercial insurance experience, an active Property & Casualty license, and solid MS Office skills.

Qualifications

• High school diploma or equivalent.
• 1+ year of commercial insurance industry experience.
• Active Property and Casualty insurance license.
• Bachelor's degree in a related field preferred.
• Possession or pursuit of industry designations (CISR, CIC, CPCU, AAI) preferred.

Responsibilities

• Maintain awareness of insurance industry trends and regulatory developments.
• Respond promptly to service requests, researching issues and ensuring follow-through.
• Collaborate with Producers, Account Managers, and carriers to address client needs.
• Perform service and policy administration activities with senior team members.
• Process policy transactions (endorsements, audits, cancellations, reinstatements).
• Review policy documents and carrier communications for accuracy and compliance.
• Support new business and renewal marketing with underwriting information and documentation.
• Prepare client summaries, renewal presentations, and proposal materials.
• Maintain accurate client and policy data in agency systems.
• Document client interactions and service actions per agency standards.

Skills

Organizational skills

Communication skills

Attention to detail

MS Office

Independent work

Team collaboration

Education

Bachelor's degree in Business / Risk Management / Insurance / Finance or related field

Industry designations toward CISR / CIC / CPCU / AAI (preferred)

Tools

MS Office applications

Agency management systems

Job description

Position Summary

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.

Description

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.

Position Summary

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.

Duties And 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.

Basic Qualifications

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

Preferred 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.

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

No

Workplace Type

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.