Insurance Account Specialist Senior

Huntington Bancshares, Inc.; Toledo (OH); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Huntington Bancshares, Inc. is seeking an Insurance Account Specialist to support service, retention, and growth of client portfolios. You will process policy transactions, maintain client records, and assist with underwriting information and marketing materials.

The role requires attention to detail, ability to manage multiple priorities, and collaboration with Producers, Account Managers, and carriers to ensure a high-quality client experience.

Qualifications

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

Responsibilities

• Maintain awareness of insurance industry trends, carrier changes, and regulatory developments.
• Respond to service requests by researching issues, resolving inquiries, and ensuring follow-through.
• Collaborate with Producers, Account Managers, Account Executives, carriers, and team members to address client needs.
• Process policy transactions including endorsements, audits, cancellations, reinstatements, certificates, and related documentation.
• Review endorsements, audits, policy changes, and carrier correspondence for accuracy and compliance.
• Support new business and renewal marketing by gathering underwriting information and coordinating with clients and carriers.
• Prepare client summaries, renewal presentations, and proposal support materials.
• Maintain accurate client and policy information in agency management systems.
• Document client interactions and policy activity according to agency standards.

Skills

Verbal communication

Written communication

Organizational skills

Time management

Education

High school diploma or equivalent

Bachelor's degree in Business or related field

Tools

Microsoft Office

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 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.

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.