Life & Health Insurance Renewal Specialist

Insperity, Inc.; Houston (TX); Presencial; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

Insperity is seeking an Insurance Specialist, Life & Health to manage a book of business, support renewal activities, and assist clients and internal teams in IIS. The role requires knowledge of Life & Health products, strong service orientation, compliance with HIPAA, and the ability to cross-sell while maintaining accuracy in policy data.

You’ll work in an insurance agency environment with collaborative teammates and opportunities for growth.

Formación

• High School Diploma or equivalent is required; Bachelor's Degree preferred.
• One to four years of related work experience is required.
• Valid Insurance license for Life and Health Lines is required.
• Ability to follow underwriting, rating and compliance requirements.

Responsabilidades

• Maintains comprehensive knowledge of IIS Life & Health products and services and applicable regulations.
• Supports retention strategies for clients during life cycle and renewal events.
• Handles client inquiries, processes policy changes and coordinates with senior specialists.
• Maintains client relationships with follow-up calls and emails to ensure satisfaction.
• Documents service issues and maintains data in agency systems (IIS/Salesforce).
• Follows HIPAA rules and maintains compliance with training requirements.

Conocimientos

Customer Service

Communication

HIPAA Compliance

Multi-tasking

Problem-Solving

Teamwork

Educación

High School Diploma

Bachelor's Degree preferred

Herramientas

Salesforce

Microsoft Office

Descripción del empleo

Insperity is seeking an Insurance Specialist, Life & Health to manage a book of business, support renewal activities, and assist clients and internal teams in IIS. The role requires knowledge of Life & Health products, strong service orientation, compliance with HIPAA, and the ability to cross-sell while maintaining accuracy in policy data.

You’ll work in an insurance agency environment with collaborative teammates and opportunities for growth.