Insurance & Warranty Solutions 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

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.