Insurance Specialist jobs in United States
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Angela Adams Consulting Services ยท 2 days ago

Insurance Specialist

Angela Adams Consulting Services is a premier resource for agencies providing advice and custom solutions in the insurance industry. The Insurance Specialist role involves providing remote CSR services to agency clients, ensuring contractual obligations are met, and maintaining client confidentiality while identifying additional client needs.

AdviceConsultingInsuranceProfessional Services

Responsibilities

Ensure we are meeting contractual obligations to clients including time worked
Communicate regularly, proactively, and effectively with Leadership, internal staff, and clients
Verify that client work has been completed accurately and in a timely manner
Maintain strict client confidentiality
Accurate timekeeping of both billable and non-billable work
Identify additional client needs, and offer solution based services

Qualification

Insurance P&C LicenseVertafore agency managementAMS360Microsoft OfficeDetail orientedSelf-motivated

Required

PC with high-speed internet, virus protection, and spyware
Minimum one year of independent insurance experience
Ability to sit for extended periods of time
Designated work area, free of distractions
Microsoft Office experience
Self-motivated
Detail oriented
Required license or certification: Insurance P&C License strongly preferred

Preferred

Experience with Vertafore agency management systems

Benefits

Health Insurance
Paid time off
Dental Insurance
Vision Insurance
Life Insurance
401(k) plan with matching

Company

Angela Adams Consulting Services

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Angela Adams Consulting Services is an insurance agency that offers consultancy, advice, insurance products and accounting services.

Funding

Current Stage
Growth Stage

Leadership Team

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Joann Lanzafame Horton
Board Member former Chief Financial Officer
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Company data provided by crunchbase