Case Specialist I
About The Position
The Case Specialist I in one of ISC's retail divisions is tasked with handling incoming inquiries from policy holders and providing top notch customer service to address their needs, problem solve and ensure the best experience possible. Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market. Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and “Main Street USA”, we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we’re building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners.
Requirements
- Associate Degree and/or currently pursuing or obtained Property & Casualty Insurance license.
- 1 year in commercial insurance industry.
- Proficiency in a customer service-related field
- 2 years utilizing Microsoft Office and/or digital CRM system.
- Demonstrated oral & written communication skills.
- Must be legally authorized to work in the United States.
Responsibilities
- Reviewing and producing or responding to customer inquiries for Certificates of Insurance, Additional Insured and related special wording endorsements, and their associated policy changes with related premiums, such as Buy-Backs, Limit Increases, Class Code and Description of Operations Changes, or other policy changes.
- Liaising between the customer and their customer/hiring agency, addressing special coverage requirements and strategizing for possible solutions to meet their contractual needs; liaising communications between underwriting and the customer, breaking down insurance terminology into language that is easy for the customer to understand.
- Administering policy entry of products that are sold by the New Business sales team, ensuring pinpoint accuracy of the data entered.
- Partnering with agent and customer to provide job specifics and/or details that require the customer to purchase a new, customized policy or other lines of business necessary to fulfill their contractual obligations; partnering with customer support teammates, providing training, guidance, and clear communication which include quality records of the case’s interactions and transactions, attaching details/source documents in our agency management system that will ensure a seamless case handling if the case specialist is unavailable.
Benefits
- Comprehensive medical, dental and vision insurance
- 401(k) plan with match
- paid time off
- Employee Ownership Program
- Professional development opportunities
- Owner Referral Program
- Work from home reimbursement for remote/hybrid roles
- Canary emergency financial assistance program
- Life/AD&D Insurance
- Confidential, Employee Assistance Program
- Health Savings Account, includes company contribution
- Short-term disability
- Voluntary benefits - supplemental accident, critical illness, hospital insurance
- Employee discounts
- 401(k) Plan with company match contribution
- Addition Wealth Financial Wellness Program
- Various Time Off Programs
- 11 company paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
