Insurance Specialist

Sun Communities, Inc.; Southfield (MI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Comprehensive Medical and Prescription

Dental and Vision plans

On-Site Fitness Center

401(k) Plan with Sun matching

Paid time off & holidays

Tuition reimbursement

Job summary

Sun Communities, Inc. is seeking an Insurance Specialist to quote, issue, service, and retain property and casualty policies for customers across multiple states.

You will work with clients and carriers to provide coverage, process policy transactions, and maintain documentation while delivering exceptional service via phone, email, and DocuSign. The role requires a valid driver's license, 2 years of customer service and sales experience (preferred), and P&C licensing within 30 days.

Qualifications

• 2 years in customer service (Preferred)
• 2 years in sales (Preferred)
• Excellent verbal and written communication skills
• Ability to multitask
• Strong organizational skills
• Ability to work well with others
• Intermediate to advanced computer proficiency including Microsoft Office, email, internet, and data entry
• Must have a valid driver's license
• Property and Casualty Insurance License required within first 30 days

Responsibilities

• Identify needs and quote, present, sell, service, and retain property and casualty insurance policies and home warranty products
• Educate customers about products, coverages, premiums, payments, and documentation
• Receive, process, maintain, and organize insurance documents, policy records, and carrier information
• Maintain insurance information in the Insurance & Warranty Dashboard in NetSuite and other tracking systems
• Generate new business by following up on leads and cross-selling insurance and warranty products
• Maintain required insurance licenses and comply with laws and carrier procedures
• Research concerns and resolve issues within authority, escalating when needed
• Assist with organizing office records and promote an efficient work environment
• Partner with Marketing on insurance-related promotions
• Other duties as assigned

Skills

Customer service

Sales experience

Verbal and written communication

Multitasking

Organization

Driver's license

Microsoft Office proficiency

Data entry

Education

Property and Casualty (P&C) Insurance License

Tools

Microsoft Office Suite

Job description

Career Opportunities: Insurance Specialist (137428)

Requisition ID137428-Posted10/08/2026-Sun Communities, Inc.-MI-Southfield, Main Office-Regular-Full Time

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 escalarat 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

At Sun Communities, you will be part of an industry-leading organization where you will be challenged, inspired, rewarded and transformed. We place a high priority on our team members, and this is a big part of what sets us apart. We will ask you to give us your very best every day, and will challenge you with interesting work, stretch assignments, a collaborative and supportive work environment and plenty of learning and growth. In exchange, we will reward you with great pay, advancement opportunities, paid time off, great benefits, and flexibility.

• 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