Insurance Specialist

LanceSoft, Inc.; Honolulu (HI); Hybrid; USD 60,000 - 85,000; Full time

Job summary

A leading insurance firm is seeking an experienced Account Management Specialist to support underwriting and client servicing activities. Responsibilities include managing policies, assisting with claims, and preparing invoices. The ideal candidate has over 5 years of experience in account management or insurance support, particularly in Property & Casualty. This role offers a hybrid work environment with 3 days onsite, providing an excellent opportunity to build strong relationships within the industry.

Qualifications

• Minimum of 5 years of experience in account management or insurance support roles.
• Experience supporting underwriting and/or claims functions.
• Ability to work in a hybrid environment (3 days onsite).
• Strong organizational, documentation, and billing support skills.
• Ability to work in a hybrid environment (3 days onsite).

Responsibilities

• Proactively support Brokers with policy management and proposal preparation.
• Perform clerical functions, including document preparation and word processing.
• Prepare, issue, and reconcile client invoices; resolve billing discrepancies.
• Assist with coverage questions and program adjustments.
• Build and maintain strong working relationships with clients and team members.
• Support underwriting and claims-related services in Property & Casualty.
• Enter and maintain policy data, client demographics, renewals, and documentation under appropriate supervision.

Skills

Insurance industry experience

Strong organizational skills

Documentation skills

Billing support skills

Hybrid work

Job description

We are seeking an experienced and detail-oriented Account Management Specialist to support underwriting and client servicing activities within an insurance environment. This role partners closely with Brokers to manage policies, support claims-related activities, and assist with program expansion. The ideal candidate is trustworthy, dedicated, and brings strong insurance and administrative expertise.

Key Responsibilities

• Proactively support Brokers with policy management, proposal preparation, and presentation materials.
• Perform clerical and administrative functions including document preparation, scanning, filing, and word processing.
• Prepare, issue, and reconcile client invoices; identify and resolve billing discrepancies.
• Assist with coverage questions and program adjustments to ensure policies remain accurate and up to date.
• Build and maintain strong working relationships with clients and internal team members.
• Support underwriting and claims-related services, particularly within Property & Casualty insurance.
• Enter and maintain policy data, client demographics, renewals, and documentation under appropriate supervision.

Required Qualifications

• Minimum of 5 years of experience in account management or insurance support roles
• Insurance industry experience, preferably Property & Casualty
• Experience supporting underwriting and/or claims functions
• Strong organizational, documentation, and billing support skills
• Ability to work in a hybrid environment (3 days onsite)

Preferred Qualifications

• Experience supporting program expansion initiatives