Volvo Financial Services · 19 hours ago
Insurance Operations Specialist
Greensboro, NC
Full-time
Onsite
Mid Level
$63K/yr - $78K/yr
3+ years expVolvo Financial Services is focused on shaping sustainable transport and infrastructure solutions. The Insurance Operations Specialist is responsible for supporting daily insurance agency operations, including planning, organizing, and reporting, while maintaining service standards and assisting sales personnel.
BankingFinancial ServicesInformation Technology
Responsibilities
Provide customer service to new and existing customers and prospects
Process insurance transactions needed to maintain client files, including quoting and issuing new business, billing, and making policy changes
Prepare and maintain periodic management, sales, and accounting reports and ad-hoc reports as requested
Support the Insurance sales team as needed to increase sales penetration of insurance by Volvo and Mack dealers and to achieve annual production goals and KPIs
Prepare insurance proposals for presentation to clients
Submit insurance applications to insurers and wholesalers
Maintain files to ensure compliance with established workflows and procedures
Assist in developing and following agency operating procedures, achieving service standards, and meeting service expectations
Ensure insurance services policies and procedures are in accordance with company business standards
Maintain knowledge of carrier underwriting criteria and guidelines
Utilize agency automation systems with a high level of knowledge and proficiency
Maintain compliance with insurance and company regulatory requirements
Check policies and endorsements for accuracy and follow to make corrections if needed
Follow up as needed to ensure transactions are processed in a timely manner
Handle customer inquiries via phone, mail, email, and text
Identify opportunities to improve quoting, conversion, and post-sell activities
Manage accounts receivable and ensure the accounts receivable policy is properly enforced
Other duties as assigned
Qualification
Required
3 or more years of experience in the commercial insurance industry
Possess and maintain an active Property & Casualty Insurance license
Maintain an understanding of rules, regulations, and laws impacting a property and casualty insurance agency
Attention to detail and ability to meet deadlines
Strong verbal, written, presentation, training, and negotiation skills
Thorough follow-up skills
Excellent organization skills, with the ability to prioritize and work effectively on multiple tasks in a fast-paced, evolving environment
High level of integrity with a positive customer and quality focus
Demonstrated computer skills with an emphasis in MS Office suite
Cross-functional team player who works within and in support of a team environment
Proven problem-solving and customer service skills
Occasional travel, as needed
Preferred
Trucking, construction, and dealership insurance experience is a plus
Previous experience with AMS 360 agency management system, or similar
Advanced insurance designations are a plus (such as CPCU, CIC, ARM, etc.)
Benefits
Competitive medical, dental and vision insurance
Generous paid time off
Competitive matching retirement savings plans
Working environment where your safety, health and wellbeing come first
Focus on professional and personal development through Volvo Group University
Programs that make today’s challenging reality of combining work and personal life easier
Company
Volvo Financial Services
Volvo Financial Services is a financial solutions provider of the Volvo Group.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Brian Dumbill
SVP & Chief Financial Officer
Bobbie Liggett, SHRM - CP
People & Culture Business Partner
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