Insurance Servicing Specialist

This is a fully remote position, open to applicants in Arizona, +6 more states.

📋 Description

• Assist customers throughout all phases of the policy lifecycle, including endorsements, renewals, cancellations, reinstatements, and underwriting requirements.

• Recognize and remarket policies to enhance retention and achieve company objectives.

• Convey intricate carrier information in a clear and empathetic manner.

• Offer actionable solutions when underwriting challenges occur to help maintain coverage.

• Collaborate with various departments and identify as well as report product bugs.

• Partner with sales agents, carriers, loan officers, and third parties to update policies effectively.

• Accurately and urgently manage documentation and updates related to refinancing policies.

• Oversee daily cancellations and non-renewals while addressing servicing issues across over 35 carrier systems.

• Ensure data accuracy within both internal systems and carrier platforms.

• Contribute to process enhancements as products and operations expand.

• Document interactions from calls, chats, emails, and internal communications following company formatting standards.

• Simplify complex policy and underwriting terminology into understandable language.

• Identify verification requirements prior to endorsing policies and escalate concerns to licensed agents when necessary.

• Stay updated on carrier guidelines, industry developments, and product changes.

⛳️ Requirements

• 1–3 years of experience in the insurance field, preferably in home and auto insurance.

• A Bachelor's degree is preferred; relevant experience may be accepted in lieu of a degree.

• Familiarity with GSuite is preferred.

• Proficient computer skills and the ability to navigate various systems and platforms concurrently.

• Capability to work independently with minimal supervision following onboarding.

• Ability to make informed decisions independently and determine when to escalate issues to licensed agents.

• Skill in articulating complex policy and underwriting information in straightforward, plain English.

• Ability to manage time-sensitive policy modifications accurately.

• Competence in troubleshooting servicing issues across more than 35 carrier systems.

• Commitment to staying informed about carrier guidelines, industry trends, and product updates.

🏝️ Benefits

• Annual discretionary bonus.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• 401(k) plan.

• Paid time off.

• Additional benefits in line with applicable plan documents.