What are the responsibilities and job description for the Insurance Specialist position at Capital Coverage Insurance Agency?
Company Description
Capital Coverage Insurance Agency is a growth-oriented independent insurance firm focused on delivering high-value risk management solutions to individuals and businesses. Leveraging a multi-carrier platform, the agency offers flexible, data-driven coverage strategies across personal, commercial, and specialty insurance lines.
Capital Coverage differentiates itself through a consultative advisory model, proactive risk analysis, and client education. We believe insurance not a commodity, but a strategic financial safeguard. Capital Coverage Insurance is focuses on maintaining high-touch service and excellent client/customer service.
Role Description
This is a part-time, on-site role for an Insurance Specialist located in Bothell, WA. The Insurance Specialist will manage client accounts, assist with insurance brokerage processes, and handle policy billing.
Qualifications
- Property & Casualty state licenses (or able to retrieve within 60 days of start date.
- Basic understanding of financial services
- Excellent Communication skills to effectively engage with clients and team members
- Proven experience in providing exemplary Customer Service
- Attention to detail and ability to manage multiple accounts
- Proficiency in insurance software tools is a plus
- Bachelor’s degree in Business, Finance, or a related field, or equivalent experience