Property & Casualty Agency Specialist

Coterie Insurance Agency, LLC; United States; Remote; USD 50,000 - 70,000; Full time

Job summary

A prominent insurance agency is seeking an Agency Experience Specialist. In this role, you will be the first point of contact for agent partners and handle policy inquiries and updates. The ideal candidate has over 3 years of experience in insurance sales support and is familiar with commercial insurance compliance. Proficiency in Microsoft Office, especially Excel, is required. This position allows for remote work.

Qualifications

• 3+ years of experience in insurance sales support or related service experience.
• Experience in a remote call center service environment.
• Knowledge of commercial insurance and compliance requirements.

Responsibilities

• Act as the first point of contact for agent partners regarding policy inquiries and changes.
• Process endorsements, cancellations, and updates to agency information.
• Serve as a liaison between the underwriting department and agents to enhance service delivery.

Skills

Insurance sales support

Customer service

Communication skills

Problem-solving

Education

Property & Casualty Producer license

Tools

Microsoft Excel

SharePoint

Power Automate

Job description

A company is looking for an Agency Experience Specialist.

Key Responsibilities

• Act as the first point of contact for agent partners regarding policy inquiries and changes
• Process endorsements, cancellations, and updates to agency information
• Serve as a liaison between the underwriting department and agents to enhance service delivery

Required Qualifications and Education

• 3+ years of experience in insurance sales support or related service experience
• Experience in a remote call center service environment
• Property & Casualty Producer license in home state, with willingness to pursue licensing in other states
• Knowledge of commercial insurance and compliance requirements
• Expertise with Microsoft Office products, particularly Excel, SharePoint, and Power Automate