Insurance Specialist

Sun Communities; Southfield (MI); Sur place; USD 42 000 - 64 000; Plein temps

Avantages offerts par ce poste

Medical and Prescription coverage

Dental and Vision plans

On-Site Fitness Center

401(k) with employer match

Tuition Reimbursement

Résumé du poste

Sun Communities is seeking an Insurance Specialist to quote, issue, service, and retain property and casualty policies across states. You will work with clients and carriers to deliver coverage solutions, process policy transactions, and maintain accurate documents.

You will educate customers on options, manage documentation via NetSuite/DocuSign/Microsoft Office, and pursue new business while supporting retention and renewals.

Qualifications

• High School Diploma or GED required.
• 2 years in customer service preferred.
• 2 years in sales preferred.
• Excellent verbal and written communication skills.
• Ability to multitask.
• Strong organizational skills and detail orientation.
• Ability to work well with others inside and outside the company.
• Must have a valid driver’s license.
• Property & Casualty Insurance license within 30 days of employment.

Responsabilités

• Identify needs and quote, present, sell, service, and retain property and casualty insurance policies and home-warranty products.
• Educate customers about products, coverage options, premiums, and required documentation.
• Receive, process, maintain, and organize insurance documents and carrier information.
• Maintain records in the Insurance & Warranty Dashboard in NetSuite and other tracking systems.
• Generate new business by following up on leads and cross-selling products.
• Research customer concerns and resolve policy issues within authority.
• Assist with organizing office records and records management.
• Partner with Marketing to develop insurance-related promotional materials.

Connaissances

Customer service

Sales

Communication

Multitasking

Organizational skills

Driver's license

P&C Insurance License

Microsoft Office

NetSuite

DocuSign

Formation

High School Diploma or GED

Outils

NetSuite

DocuSign

Microsoft Office Suite

Description du poste

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The Insurance Specialist is responsible for quoting, issuing, servicing, and retaining property and casualty insurance policies for customers across multiple states. This role works directly with clients and insurance carriers to provide coverage solutions, process policy transactions, maintain insurance documentation, and deliver exceptional customer service through phone, email, and electronic communication platforms. The Insurance Specialist also supports the resolution of customer concerns and ensures accurate maintenance of policy and carrier information.

Job Duties

• Identify customer needs and quote, present, sell, service, and retain property and casualty insurance policies and home warranty products, including renter’s insurance, brokered home sale policies, and other applicable coverages (Essential)
• Educate customers about available insurance and home warranty products, coverage options, policy requirements, premiums, payments, and required documentation through phone, email, DocuSign, and other approved communication platforms (Essential)
• Receive, process, maintain, and organize insurance documents, policy records, carrier information, warranty premium payment schedules, and related files (Essential)
• Maintain insurance information and documentation within the Insurance & Warranty Dashboard in NetSuite and other applicable tracking systems (Essential)
• Generate new business opportunities by proactively following up on leads, developing prospective customers, cross-selling insurance, and warranty products, and supporting retention and renewal efforts (Essential)
• Maintain all required insurance licenses, complete required continuing education, and comply with applicable laws, regulations, carrier procedures, and company documentation standards
• Research customer concerns, resolve policy and service issues within established authority, and elevate matters requiring carrier or management review while providing a high level of customer service
• Assist with organizing and maintaining office records and work areas to promote an efficient work environment
• Partner with Marketing to develop and maintain insurance-related promotional materials
• Other duties as assigned

Requirements

• High School Diploma or GED (Required)
• 2 years in of customer service experience (Preferred)
• 2 years in of sales experience (Preferred)
• Excellent verbal and written communication skills
• Ability to multitask
• Strong organizational skills with an attention to detail
• Ability to work well with others inside as well as outside the company
• Intermediate to advanced computer proficiency, with the ability to use Microsoft Office Suite, email, the internet, and provide data entry in a timely and efficient manner
• Must have a valid driver’s license
• Required Certifications/Licensures:(Property and Casualty (P&C) Insurance License license within the first 30 days of employment )

BENEFITS

• Comprehensive Medical and Prescription coverage with 4plan optionsso you can choose the plan that best meets the needs of you and your family
• Comprehensive Dental and Vision Plans
• On-Site Fitness Center
• Voluntary Health and Dependent Care Reimbursement Accounts
• Life,Accidental Death &Dismemberment Insurance and Dependent Life
• Short and Long-Term Disability Coverage
• 401(k) Plan with Sun matching contribution
• Employee Assistance Program
• Identity Theft Insurance
• Legal Assistance Plan
• Pet Insurance
• Tuition Reimbursement program providing financial support to team members who further their formal education
• Vacation RV Site Discounts for team members when visiting Sun resorts across the nation
• Team Member Perks & Discounts program with hundreds of discounts on things like travel, merchandise, mobile phone service, and more
• Up to six weeks of paid parental leave for the birth of achild, adoption, or placement of a child
• Paid Time Off including tenholidays, vacation, personal, sick time, bereavement and pay for jury duty

ACCESSIBILITY ASSISTANCE
If you are an individual with a disability and need assistance completing an online application, please contact us at (844) SUN-4343. Alternatively, an email may be sent to [e-mail]. "Applicant Accommodation" should be included in the subject line of the email.
Please note that this phone number and email address are only for those individuals who would like to request an accommodation to apply for a job.
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