What are the responsibilities and job description for the Account Services Specialist position at State Insurance Services?
Account Services Specialist
We are looking for a highly organized, motivated, and dependable individual to join our insurance agency as an Account Services Specialist. This position will work closely with two of our agents to provide day-to-day client and administrative support while helping ensure that important account details, follow-ups, renewals, and outstanding items are handled accurately and timely.
The ideal candidate is someone who takes ownership and pride in their work. We are looking for a person who does not simply complete a task and move on, but understands what needs to happen next, follows through, keeps things organized, and takes responsibility for seeing a task through to completion
This is an excellent opportunity for someone who is self-motivated, eager to learn, and interested in developing a long-term career within the insurance industry. Prior insurance experience is a plus, but not required. We are willing to train the right person who brings the right attitude, work ethic, communication skills, and desire to grow.
Key Responsibilities
- Provide day-to-day account and administrative support to two insurance agents
- Communicate with clients by phone and email regarding policy needs, requests, documents, and follow-ups
- Track policy renewals and proactively follow up with clients to ensure necessary information and paperwork are received
- Request, organize, and follow up on applications, signatures, documents, and other outstanding items
- Follow up with clients regarding insurance inspections, required repairs, photos, documentation, and other outstanding requirements
- Maintain accurate and organized client and policy records
- Monitor outstanding tasks and follow-ups to ensure nothing falls through the cracks
- Keep agents informed of outstanding issues, client responses, and items requiring their attention
- Learn and effectively utilize agency management systems and Microsoft Office products
- Look for ways to improve organization, efficiency, and client service
What We're Looking For
The right person will:
- Be extremely organized and detail-oriented
- Take ownership and personal responsibility for their work
- Be self-motivated and able to work independently without constant supervision
- Have excellent phone, email, and interpersonal communication skills
- Demonstrate outstanding professional and customer-service etiquette
- Be dependable, punctual, and consistent
- Be a quick learner who is comfortable learning new software and processes
- Be familiar with Microsoft Office products
- Have a positive, team-oriented attitude
- Be comfortable asking questions, seeking clarification, and communicating when an issue needs additional attention
- Have a genuine desire to learn, grow personally and professionally, and become a valuable part of the agency
What We Value
We are a small agency, and because of that, every person on our team matters. We rely on each other, and we need team members who can be trusted to take ownership of their responsibilities.
Our ideal team member understands that being successful in this position means more than simply completing a checklist. It means noticing when something needs attention, taking initiative, following up, communicating with the appropriate person, and making sure it gets resolved.
We value honesty, accountability, respect, hard work, teamwork, integrity, and treating our clients the way we would want to be treated ourselves. We are looking for someone whose values align with ours and who will contribute positively to our office and our clients.
Opportunity for Growth
This position offers the opportunity to grow with the agency and take on increasing responsibility over time. The right person will have the opportunity to learn the insurance business, develop their client-service and account-management skills, expand their knowledge and responsibilities, and build a long-term career within the agency.
We are looking for someone who wants to be more than an employee—we are looking for someone who wants to become a trusted and valuable member of our team and an asset to the continued growth of the agency.
Pay: $15.00 - $17.00 per hour
Expected hours: 40.0 per week
Benefits:
- Paid time off
People with a criminal record are encouraged to apply
Work Location: In person
Salary : $15 - $17