Insurance Specialist Jobs

About The Position

Requirements

• Excellent phone etiquette and written, verbal, presentation, and interpersonal communication skills.
• Ability to work with minimal supervision and accept direction on assignments.
• Proficiency with Microsoft Office, particularly Excel and Word.
• Strong organizational skills and ability to handle multiple tasks and prioritize work.
• Flexibility and adaptability when priorities and deadlines change.
• Strong attention to detail and document accuracy.
• Ability to work effectively in a team environment with strong customer service skills.
• Experience with a broker or agent, including marketing large middle-market accounts to carriers, and excellent knowledge of insurance markets.
• Strong knowledge of basic applicable insurance coverages.
• Proficiency in creating required proposal presentation documents.
• 3–5 years of relevant insurance experience, emphasizing middle- to large-market placements.
• Current Property and Casualty insurance license.

Nice To Haves

• Experience with Epic.
• College degree preferred.
• Pursuit of a professional designation such as CRM, CISR, CIC, AAI, ARM, or CPCU.

Responsibilities

• Manage timelines and processes for new business and renewal accounts, including exposure analysis, quote specifications, coverage-offer analysis and negotiation, and preparation and presentation of coverage proposals.
• Communicate effectively with Client Advisors, Account Service Teams, insurance markets, and carrier partners.
• Review insurance policies and contracts and recommend improvements.
• Prepare property and casualty insurance submissions for new and renewing accounts, including coverage specifications, ACORD applications, loss summaries, prospect profiles, and exposure schedules.
• Analyze client exposure and loss data in Excel and develop financial models for loss-sensitive programs when necessary.
• Maintain familiarity and working relationships with insurance companies and wholesalers.
• Handle confidential and non-routine information.
• Rate policies in carrier systems, when applicable, to support quoting and proposal development.
• Maintain required insurance licensing and continuing education.
• Attend seminars, company meetings, carrier events, and educational activities to improve job expertise and product knowledge.
• Perform coverage gap analysis and provide strategic recommendations tailored to clients’ risk profiles.
• Work independently and collaboratively on special, nonrecurring, and ongoing projects.
• Identify opportunities to engage Risk Resources and partner with them to deliver tailored solutions for complex client needs.

Benefits

• Comprehensive medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Fertility benefits
• Wellness resources
• Paid sick time
• Paid time off
• Paid holidays
• Employee Assistance Program
• Complimentary Calm app subscription
• 401(k) plan with immediate vesting
• Health Savings Account options
• Flexible Spending Account options
• Commuter benefits
• Employee discount programs
• Paid maternity leave
• Paid paternity leave, including for adoptive parents
• Legal plan options
• Pet insurance