Insurance Renewal & Service Specialist

Security-Federal-Bank-2; Conger Woods (SC); On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Job summary

Security-Federal-Bank-2 is seeking a detail-oriented Insurance Renewal Specialist to maintain the renewal book of business, quote, sell, and service auto, home, and commercial insurance. You will work directly with customers to address service needs and assist sales agents.

The role requires accurate data entry in the Insurance Management System, timely processing of renewals, and adherence to insurance laws and Bank Secrecy Act policies. Competitive salary and benefits are offered.

Qualifications

• Experience in processing renewal policies and servicing policies.
• Excellent customer service and communication skills.
• Familiarity with underwriting processes and insurance regulations.
• Knowledge of Bank Secrecy Act policies and procedures.

Responsibilities

• Update policy expiration reports daily.
• Process and/or re-quote renewal policies as needed.
• Complete insurance applications for new policies.
• Follow up and complete underwriting with the insurer.
• Set up customers in the Insurance Management System and update records.
• Scan documents into the Insurance Management System.

Skills

Customer service

Communication

Detail-oriented

Teamwork

Tools

Insurance management system

Job description

Security-Federal-Bank-2 is seeking a detail-oriented Insurance Renewal Specialist to maintain the renewal book of business, quote, sell, and service auto, home, and commercial insurance. You will work directly with customers to address service needs and assist sales agents.

The role requires accurate data entry in the Insurance Management System, timely processing of renewals, and adherence to insurance laws and Bank Secrecy Act policies. Competitive salary and benefits are offered.