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Insurance Specialist

Angela Adams Consulting Inc
Posted 3 months ago, valid for 10 days
Location

North Charleston, SC 29405, US

Salary

Competitive

Contract type

Full Time

Health Insurance
Paid Time Off
Life Insurance

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Sonic Summary

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  • Angela Adams Consulting is seeking Insurance Specialists to provide remote CSR services for independent insurance agencies, requiring a minimum of one year of independent insurance experience.
  • Candidates should preferably have a P&C License and experience with Vertafore agency management systems, along with strong knowledge of insurance coverage and service procedures.
  • The role involves ensuring client obligations are met, maintaining confidentiality, and accurately tracking work time, with a focus on client communication and relationship support.
  • The position offers a flexible work schedule, allowing most employees to work from home, and provides extensive job training through the Lighthouse Academy for professional growth.
  • Salary details are not specified, but the role includes benefits such as health insurance, paid time off, and a 401(k) plan with matching.

Description

 

Who Are We? 

Angela Adams Consulting is the premier resource for independent insurance agencies providing advice, custom solutions, and remote services related to front and back-office insurance agency operations. Our Consultants, Trainers, Account Managers, Processors, and Insurance Specialists are the most elite professionals in the industry. Become part of a team that truly values collaboration, innovation, and shining the light to success for all independent insurance agencies. Our work schedule is flexible, and most employees work from the comfort of home, allowing them to enjoy work and a personal life. We provide extensive job training, and our Lighthouse Academy is available to all employees, providing an abundance of opportunity for professional growth in a variety of areas. ? 

Insurance Specialists provide remote CSR services (commercial lines & personal lines) to our agency clients in the professional standard as set forth by Angela Adams Consulting Services, Inc. 


Duties 

  • Ensure we are meeting contractual obligations to clients including time worked 
  • Communicate regularly, proactively, and effectively with Leadership, internal staff, and clients 
  • Verify that client work has been completed accurately and in a timely manner 
  • Maintain strict client confidentiality 
  • Accurate timekeeping of both billable and non-billable work 
  • Identify additional client needs, and offer solution-based services 

 

Qualifications: 

  • Minimum one year of independent insurance experience 
  • Experience with Vertafore agency management systems (preferred) 
  • Insurance P&C License strongly preferred 
  • Strong Knowledge of insurance coverage and service procedures. 
  • Highly organized with attention to detail and ability to manage multiple accounts. 
  • Proficient in agency management systems and Microsoft Office applications.   

Performance Objectives: 

  1. Technical Mastery and CSR Excellence 
  2. Workflow Ownership and Project Management 
  3. Client Communication and Relationship Support 
  4. Time Management and Productivity 
  5. Professionalism, Teamwork and Values Alignment 

Requirements


Required license or certification:

  •  P&C License prefered

Benefits

  • Health Insurance
  • Paid time off
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • 401(k) plan with matching



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By applying, a Sonicjobs account will be created for you. Sonicjobs's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.