Insurance Policy Ops & Customer Support Specialist

American Family Insurance Agency Staff; Saint Joseph (MO); On-site; USD 34,000 - 44,000; Full time

Benefits offered by this job

Medical, dental, vision and wellbeing

401(k) contribution

Pension plan

Annual incentive

9 paid holidays

PTO 23 days

Student loan repayment

Paid-family leave

Job summary

American Family Insurance Agency Staff is seeking an Experienced Insurance Support Specialist in Saint Joseph, MO. The role handles calls, emails, and chats, resolving service issues, quoting, and policy processing while coordinating with agents and carriers.

You'll prepare coverage and financing quotes, issue certificates, and ensure accuracy per carrier specs. Expect opportunities for growth, with relocation support offered for eligible candidates.

Qualifications

• Demonstrated experience providing customer-driven solutions, support or service.
• Proficiency using PC software applications (e.g. Microsoft Office, Internet Explorer, Outlook, Excel).
• Solid knowledge and understanding of insurance or brokerage customer service or policy processing processes, terms and procedures.
• Demonstrated experience in customer service for insurance or brokerage products.
• Solid knowledge of state-specific regulations and system/procedural support for insurance or brokerage products.
• Solid knowledge and application of underwriting processing, servicing or billing guidelines.
• Demonstrated experience using reference materials, reading policy language, and processing rules and procedures.
• Demonstrated written and verbal communication skills.

Responsibilities

• Serves as first point of contact (calls, emails, chats) and resolution for quoting and online binding support, market inquiries, service issues, requests, policies, procedures, and billing/account information.
• Assists agents and staff with carrier information and general processes and procedures.
• Prepares and releases coverage and premium financing quotes.
• Processes policy information including issuance of certificates. Ensures accuracy and completeness according to carrier specifications.
• Orders inspections as requested.
• Escalates more complex issues to appropriate subject matter area expert.
• May be asked to develop role specific standard work processes for team, mentor team members and provides project support.
• May be required to complete other assignments or participate in projects based upon skills, achievements, or experience.

Skills

Customer service

MS Office

Insurance knowledge

Communication skills

Policy processing

Education

Property & Casualty license

Tools

Microsoft Office

Excel

Outlook

CRM systems

Job description

American Family Insurance Agency Staff is seeking an Experienced Insurance Support Specialist in Saint Joseph, MO. The role handles calls, emails, and chats, resolving service issues, quoting, and policy processing while coordinating with agents and carriers.

You'll prepare coverage and financing quotes, issue certificates, and ensure accuracy per carrier specs. Expect opportunities for growth, with relocation support offered for eligible candidates.