Supervisor, Support & Retention

70 Insperity Insurance Services, L.L.C.; Houston (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

Insperity Insurance Services (IIS) is seeking a supervisor to lead product support and client retention efforts. You will analyze marketplace needs, oversee onboarding processes, and collaborate with sales to ensure services meet client expectations.

The role requires a bachelor’s degree or equivalent, 3–5 years in insurance, and licenses such as Life, Accident & Health. Strong communication, project management, and regulatory knowledge are essential for success.

Qualifications

• Bachelor’s Degree or equivalent experience required; 3–5 years in insurance preferred.
• Licenses: Property & Casualty preferred; Life, Accident & Health license required.
• Able to work independently with limited direction.
• Ability to coordinate multiple communications projects from start to finish.
• Strong understanding of federal, state, and local laws as relates to insurance programs.
• Proficient with Microsoft Office suite and related document-management tools.

Responsibilities

• Supervises IIS product support and client retention personnel.
• Monitors processes to ensure efficient, compliant service delivery.
• Interacts with carriers and vendors to ensure clear data communication and onboarding.

Skills

Communication skills

Project management

Regulatory knowledge

Relationship building

MS Office

HTML familiarity

Education

Bachelor’s Degree or equivalent

Tools

Microsoft Office

Adobe Acrobat

Database software

HTML authoring tools

Job description

Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide. Behind our success is the unshakeable belief in the value of our people.

We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen.

We’ve earned recognition time and again as a top place to work—named among the best by respected organizations like Glassdoor and U.S. News & World Report. We’re also proud to be recognized for one of the country’s Top 50 Midsize Early Talent Programs through RippleMatch’s Campus Forward Awards.

There’s never been a better time to be part of Insperity, and our best work is still ahead. Learn more at Insperity.com.

Why Insperity?

• Flexibility: Over 80% of Insperity’s jobs have flexibility. We want your time to have balance, whether it’s spent with coworkers, clients, family or your community.
• Career Growth: Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training.
• Well-Being: Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more. We take care of our people so that you can do your best work.

Supervisor, Support & Retention Summary

This position is responsible for representing and providing service for the Insperity Insurance Services (IIS) programs; guided by policy and focused on daily operations.

ESSENTIAL FUNCTIONS

• Supervises IIS product support and client retention personnel.
• Analyzes marketplace in order to determine viable vendors.
• Performs market research in order to ensure competitiveness of IIS offerings.
• Collaborates with Sales Teams to verify that services offered meet or exceed market needs.
• Works with vendors and Internal Teams to create and/or maintain process/procedure/data integration for service delivery.
• Monitors process to verify service delivered is efficient and cost effective.
• Works with carrier/vendor partners to monitor, evaluate and enhance client onboarding and service experience.
• Coordinates with carrier and broker partners to ensure clear data communication.
• Provides oversight to the Agency Management Systems, including:
  • Collaboration with the vendor and internal partners
  • System administration and support
  • Training of the IIS sales and operations personnel
  • Report management
  • System documentation
  • Data integrity
• Initiates and maintains a productive working relationship with internal and external clients, carriers and vendors.
• Identifies process needs and assists with implementation and revising processes as necessary.
• Delivers effective product training for the IIS Sales and Service organizations, to include the quoting and submission process for new business.
• Collaborates with IIS Product Manager to maintain a product and procedural training manual to be used by the IIS sales and operations personnel.
• Acts as a product line expert and maintains a thorough knowledge of industry product features and benefits as well as industry product trends.
• Provides product expertise to various internal areas, including IIS sales and marketing, Legal and Finance.
• Stays informed of industry trends, markets and carrier submission processes.
• Gathers information, analyzes data trends, identifies root causes and makes recommendations.
• Maintains familiarity with state laws to properly transact business within a state.
• Responds to escalated product (coverage) questions or inquiries.

SUPERVISORY RESPONSIBILITY

Supervises others: Yes

Other Responsibilities

• Assists in the accomplishment of Insperity Company goals.
• Helps other employees to accomplish Insperity Company goals.
• Performs other duties as may be assigned by department supervisor.
• Participates in the Disaster Recovery plan as required.

Education / Experience Requirements

Bachelor’s Degree or equivalent experience is required. Three to five years of experience in insurance field is preferred.

Licenses / Certifications

• Property & Casualty License is preferred.
• Life, Accident & Health License is required.

Knowledge / Skills

• Demonstrated ability to support the execution and deployment of sales, service and operational strategies, including the measurement of results.
• Extensive knowledge and application of federal, state, and local laws and regulations as relates to insurance programs.
• Able to establish working relationships and interact effectively with a wide range of people; work independently with limited direction; and maintain effective work relations with those encountered in the course of employment.
• Ability to coordinate print, online, and other communications projects from start to finish.
• Ability to plan, organize and coordinate multi-faceted projects, organize workflow under narrow time limitations.
• Ability to read, analyze, and interpret benefits plan documents.
• Intermediate proficiency in Microsoft Office suite, Adobe Acrobat document-sharing software, Internet software, and database software.
• Familiarity with Internet and intranet environments, HTML, and authoring tools a plus.
• Communicates tactfully and effectively, verbally and in writing, and maintains effective work relations with those encountered in the course of employment.

At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal‑opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.