Senior Client Services Specialist

About Us:

American Integrity Insurance (NYSE: AII) is a leading provider of homeowners insurance, proudly serving over 400,000 policyholders across the Southeast. Comprised of more than 300 insurance professionals, most of whom work in our Tampa-area headquarters, and exclusively represented by more than 3,000 independent agents, we offer sound and comprehensive property and dwelling insurance to families throughout Florida, Georgia, and South Carolina. Our organization derives its Strength From IntegrityTM, and we are proud to have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Place to Work in Insurance by Business Insurance Magazine for the past twelve years. We have also rated among the Top Workplaces in the USA by USA Today for the past five years.

A Day in the Life:

Who knew Insurance could be this fun? From company picnics to charity events, no one can ever say American Integrity Insurance doesn't understand the importance of having fun, helping others, or giving back. Our company culture is priceless, and it's built around our six core values: Integrity, Commitment, Teamwork, Humility, Passion, and Fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance and paying claims in a timely manner when our customers suffer a loss – and to do so with Integrity.

Learn more about American Integrity Insurance and our job opportunities at https://careers.aii.com.

This Job: Senior Client Services Specialist

You'll Report To: Supervisor of Client Services and Billing

The Senior Client Services Specialist is responsible for providing support to the Underwriting team through offline work production and supplemental phone support. 

Key Job Functions:

• Working with underwriters to ensure that all required information is obtained to promptly and accurately issue new policies. 
• Completing workflow tasks as assigned. 
• Assisting with special projects as needed. 
• Processing of endorsements and policy changes. 
• Communicating with the respective underwriter regarding policy concerns, needs or changes when appropriate. 
• Directly supporting policy holders on behalf of select agent partners, providing full service, including coverage changes, recommendations and functions of a traditional agent.
• Processing e-mails, system generated underwriting tasks and all other correspondence. 
• Providing overflow inbound call support to Underwriting and Client Service queues, including but not limited to, responding to inquiries and questions from agents and customers, providing agents and insureds with accurate information, and maintaining a superior level of customer service. 

Education: Associates Degree preferred. 

Experience: Two (2) or more years of personal lines experience at a carrier or agency. 

Licensure:  Active Florida Insurance sales/service license required, 20-44 or 2-20 preferred. CPCU, AINS, API preferred. 

Knowledge:                       

• Demonstrated skills in the use of computer software applications. 
• Specific knowledge in a particular line of business and / or additional education may be required by the hiring business unit. 
• Familiarity with various types of insurance policies preferred.

Skills:                                 

• Proven ability in customer service required. 
• Ability to communicate interpersonally with individuals and groups via telephone and in writing. 
• Ability to communicate effectively with a wide variety of technical / professional / consumer clients. 
• Ability to develop and maintain open and trusting working relationships with clients / agents in order to gather pertinent information.
• Ability to balance timeliness and accuracy.
• Ability to listen and communicate clearly while maintaining proper confidentiality. 
• Strong decision-making and problem solving skills. 
• Ability to innovate regarding methods and approaches to existing and future work processes.
• Ability to be resourceful in information gathering and assess information for the best possible decision. 

Schedule: 8:30-5:30pm, M-F. #LI-Onsite

Working Conditions: Normal business office environment.  Must be able to remain in a stationary position for periods of time while constantly operating a computer and or other office productivity machinery such as a calculator or telephone.  The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery or communicate with coworkers.

Travel: Minimum, as required.

ADA: The above statements cover what are generally believed to be the principal and essential functions of this job.  Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of job duties. 

American Integrity Insurance Group is an Equal Opportunity Employer.