Insurance Account Specialist Senior

Huntington National Bank•Cincinnati, OH

22d•Onsite

About The Position

The Insurance Account Specialist supports the service, retention, and growth of the agency's client portfolio by providing administrative, technical, and operational support to Producers, Account Executives, Account Managers, and other team members. The position helps ensure policy transactions, client requests, and documentation are processed accurately, efficiently, and in accordance with agency standards. The role maintains accurate client records, assists with policy administration and marketing activities, supports agency growth initiatives, and contributes to process improvement. It requires attention to detail, developing technical insurance knowledge across assigned product lines, following established workflows, managing multiple priorities, and delivering a high-quality client experience.

Requirements

High school diploma or equivalent.
At least 1 year of commercial insurance industry experience.
Active Property and Casualty insurance license.

Nice To Haves

Bachelor's degree in Business, Risk Management, Insurance, Finance, or a related field.
Industry designations or progress toward professional certifications such as CISR, CIC, CPCU, or AAI.
Strong organizational, administrative, and time management skills.
Excellent verbal and written communication skills.
Strong attention to detail and commitment to accuracy.
Ability to work independently while collaborating effectively within a team environment.
Demonstrated judgment in recognizing and escalating coverage, underwriting, or client concerns.
Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.
Proficiency with Microsoft Office applications and agency technology platforms.
Experience working within an independent agency, brokerage, or insurance carrier environment.
Familiarity with agency management systems and document management platforms.

Responsibilities

Maintain awareness of insurance industry trends, carrier changes, coverage updates, and regulatory developments.
Respond promptly and professionally to internal and external service requests by researching issues, resolving inquiries, and ensuring appropriate follow-through.
Collaborate with Producers, Account Managers, Account Executives, carriers, and other team members to address client needs and service requests.
Perform assigned service and policy administration activities in partnership with Account Managers, Account Executives, and Producers, escalating coverage, underwriting, or client concerns as appropriate.
Process policy transactions including endorsements, audits, cancellations, reinstatements, certificates, and related documentation.
Review endorsements, audits, policy changes, policy documents, and carrier correspondence for accuracy, completeness, and compliance with agency quality standards.
Support new business and renewal marketing efforts by gathering underwriting information, preparing application materials, and coordinating with clients and carrier partners to obtain required documentation.
Prepare client summaries, renewal presentations, proposal support materials, and related documentation.
Maintain accurate and complete client and policy information within agency management systems.
Document client interactions, policy activity, correspondence, and service actions according to agency standards.