Insurance Specialist

Key ResponsibilitiesAdministrative Support

• Manage calendars, schedule appointments, and coordinate meetings.
• Prepare client correspondence, policy documents, and presentation materials.
• Maintain organized electronic and paper files for all client and policy records.
• Handle incoming calls, emails, and mail related to client accounts and insurance carriers.

Client Service

Respond to client inquiries regarding life and disability insurance policies.

Assist clients with applications, claims, policy changes, and follow-ups.

Provide excellent customer service and ensure timely resolution of client needs.

Policy and Application Processing

Assist in completing and submitting new business applications.

Track pending applications and communicate with carriers to ensure timely issuance.

Verify accuracy of data and documentation in client files.

Agent Support

Prepare reports, proposals, and insurance illustrations as requested by the agent.

Maintain knowledge of current products, underwriting requirements, and compliance standards.

Support marketing and outreach initiatives, including client communications and event coordination.

Compliance and Recordkeeping

Ensure all documentation meets regulatory and company compliance standards.

Maintain confidentiality of all client and business information.

Qualifications

• High school diploma required; associate or bachelor’s degree preferred.
• 2+ years of administrative experience (insurance industry preferred).
• Working knowledge of life and disability insurance terminology and processes.
• Proficiency in Microsoft Office Excel (Vlook Up), Word, Powerpoint, and CRM systems (e.g., AgencyBloc).
• Strong organizational, multitasking, and time management skills.
• Excellent written and verbal communication abilities.
• Ability to work independently and handle confidential information with discretion.
• Licensed in Life & Health Insurance (or willingness to obtain license).