Insurance Specialist

Sun Communities•Southfield, MI

32d•Onsite

About The Position

The Insurance Specialist is responsible for quoting, issuing, servicing, and retaining property and casualty insurance policies for customers across multiple states. This role works directly with clients and insurance carriers to provide coverage solutions, process policy transactions, maintain insurance documentation, and deliver exceptional customer service through phone, email, and electronic communication platforms. The Insurance Specialist also supports the resolution of customer concerns and ensures accurate maintenance of policy and carrier information.

Requirements

High School Diploma or GED
Excellent verbal and written communication skills
Ability to multitask
Strong organizational skills with an attention to detail
Ability to work well with others inside as well as outside the company
Intermediate to advanced computer proficiency, with the ability to use Microsoft Office Suite, email, the internet, and provide data entry in a timely and efficient manner
Must have a valid driver's license
Property and Casualty (P&C) Insurance License license within the first 30 days of employment

Nice To Haves

2 years in of customer service experience
2 years in of sales experience

Responsibilities

Identify customer needs and quote, present, sell, service, and retain property and casualty insurance policies and home warranty products, including renter’s insurance, brokered home sale policies, and other applicable coverages
Educate customers about available insurance and home warranty products, coverage options, policy requirements, premiums, payments, and required documentation through phone, email, DocuSign, and other approved communication platforms
Receive, process, maintain, and organize insurance documents, policy records, carrier information, warranty premium payment schedules, and related files
Maintain insurance information and documentation within the Insurance & Warranty Dashboard in NetSuite and other applicable tracking systems
Generate new business opportunities by proactively following up on leads, developing prospective customers, cross-selling insurance, and warranty products, and supporting retention and renewal efforts
Maintain all required insurance licenses, complete required continuing education, and comply with applicable laws, regulations, carrier procedures, and company documentation standards
Research customer concerns, resolve policy and service issues within established authority, and escalate matters requiring carrier or management review while providing a high level of customer service
Assist with organizing and maintaining office records and work areas to promote an efficient work environment
Partner with Marketing to develop and maintain insurance-related promotional materials
Other duties as assigned

Benefits

Comprehensive Medical and Prescription coverage with 4 plan options
Comprehensive Dental and Vision Plans
On-Site Fitness Center
Voluntary Health and Dependent Care Reimbursement Accounts
Life, Accidental Death & Dismemberment Insurance and Dependent Life
Short and Long-Term Disability Coverage
401(k) Plan with Sun matching contribution
Employee Assistance Program
Identity Theft Insurance
Legal Assistance Plan
Pet Insurance
Tuition Reimbursement program
Vacation RV Site Discounts
Team Member Perks & Discounts program
Up to six weeks of paid parental leave
Paid Time Off including ten holidays, vacation, personal, sick time, bereavement and pay for jury duty