What are the responsibilities and job description for the Insurance Specialist position at Sun, Inc.?
Overview
The Insurance Specialist is responsible for quoting, issuing, servicing, and retaining property and casualty insurance policies for customers across multiple states. This role works directly with clients and insurance carriers to provide coverage solutions, process policy transactions, maintain insurance documentation, and deliver exceptional customer service through phone, email, and electronic communication platforms. The Insurance Specialist also supports the resolution of customer concerns and ensures accurate maintenance of policy and carrier information.
Job Duties
- Identify customer needs and quote, present, sell, service, and retain property and casualty insurance policies and home warranty products, including renter’s insurance, brokered home sale policies, and other applicable coverages (Essential)
- Educate customers about available insurance and home warranty products, coverage options, policy requirements, premiums, payments, and required documentation through phone, email, DocuSign, and other approved communication platforms (Essential)
- Receive, process, maintain, and organize insurance documents, policy records, carrier information, warranty premium payment schedules, and related files (Essential)
- Maintain insurance information and documentation within the Insurance & Warranty Dashboard in NetSuite and other applicable tracking systems (Essential)
- Generate new business opportunities by proactively following up on leads, developing prospective customers, cross-selling insurance, and warranty products, and supporting retention and renewal efforts (Essential)
- Maintain all required insurance licenses, complete required continuing education, and comply with applicable laws, regulations, carrier procedures, and company documentation standards
- Research customer concerns, resolve policy and service issues within established authority, and escalate matters requiring carrier or management review while providing a high level of customer service
- Assist with organizing and maintaining office records and work areas to promote an efficient work environment
- Partner with Marketing to develop and maintain insurance-related promotional materials
- Other duties as assigned
Requirements
- High School Diploma or GED (Required)
- 2 years in of customer service experience (Preferred)
- 2 years in of sales experience (Preferred)
- Excellent verbal and written communication skills
- Ability to multitask
- Strong organizational skills with an attention to detail
- Ability to work well with others inside as well as outside the company
- Intermediate to advanced computer proficiency, with the ability to use Microsoft Office Suite, email, the internet, and provide data entry in a timely and efficient manner
- Must have a valid driver's license
- Required Certifications/Licensures:(Property and Casualty (P&C) Insurance License license within the first 30 days of employment )
BENEFITS
At Sun Communities, you will be part of an industry-leading organization where you will be challenged, inspired, rewarded and transformed. We place a high priority on our team members, and this is a big part of what sets us apart. We will ask you to give us your very best every day, and will challenge you with interesting work, stretch assignments, a collaborative and supportive work environment and plenty of learning and growth. In exchange, we will reward you with great pay, advancement opportunities, paid time off, great benefits, and flexibility.
- Comprehensive Medical and Prescription coverage with 4 plan options so you can choose the plan that best meets the needs of you and your family
- Comprehensive Dental and Vision Plans
- On-Site Fitness Center
- Voluntary Health and Dependent Care Reimbursement Accounts
- Life, Accidental Death & Dismemberment Insurance and Dependent Life
- Short and Long-Term Disability Coverage
- 401(k) Plan with Sun matching contribution
- Employee Assistance Program
- Identity Theft Insurance
- Legal Assistance Plan
- Pet Insurance
- Tuition Reimbursement program providing financial support to team members who further their formal education
- Vacation RV Site Discounts for team members when visiting Sun resorts across the nation
- Team Member Perks & Discounts program with hundreds of discounts on things like travel, merchandise, mobile phone service, and more
- Up to six weeks of paid parental leave for the birth of a child, adoption, or placement of a child
- Paid Time Off including ten holidays, vacation, personal, sick time, bereavement and pay for jury duty
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