What are the responsibilities and job description for the Insurance Support Specialist position at The Kilmer Group?
Insurance Support Specialist
Location: Wyalusing, PA
Employment: Full-Time
Reports To: Vice President
The Kilmer Group is an independent insurance agency headquartered in Wyalusing, PA. We serve clients across Pennsylvania and New York, helping them reach their goals every day.
If you are looking for a position with room for growth in a successful local business, this position may be for you. Our competitive benefits package includes vacation and paid time off, health insurance, employer-paid and voluntary benefits, a 401(k) program including an employer match, and agency profit sharing. Compensation is negotiable based on experience.
Job duties include, but are not limited to:
- Policy Processing & Data Entry
- Enter and update client and policy information across agency management systems and carrier platforms.
- Review applications, submissions, and documentation for completeness and accuracy.
- Process new business, renewals, endorsements, cancellations, reinstatements, and other transaction requests.
- Documentation & Compliance
- Collect, organize, and maintain required forms, signatures, and supporting documents.
- Ensure all processed items meet agency and carrier guidelines, regulatory requirements, and internal quality standards.
- Assist in preparing documents for audits, carrier reviews, and compliance checks.
- Workflow Coordination
- Track the status of submissions, quotes, and policy changes; follow up with carriers or agents as needed.
- Maintain orderly electronic filing and ensure documentation is stored correctly within the agency management system.
- Coordinate with internal team members to ensure timely processing of all requests.
- Operational Support
- Generate reports, certificates, ID cards, and policy documents as needed (minimal or no customer interaction).
- Assist with special projects, data cleanup, and process improvement initiatives.
- Support agency operations with general administrative tasks.
A valid Pennsylvania property and casualty insurance license is a plus, but not a requirement. We will train the right candidate for passing this exam if the candidate doesn’t currently hold an active license.
Qualifications include, but are not limited to:
- Strong attention to detail and accuracy in data entry and document handling.
- Proficiency with computers and the ability to learn insurance management systems and carrier portals.
- Excellent organizational and time-management skills.
- Ability to work independently, follow established procedures, and manage multiple tasks in a fast-paced environment.
The Kilmer Group is an equal opportunity employer and does not discriminate against any employee or applicant for employment based on race, color, religion, national origin, age, gender, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran status, or military status.