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Insurance Specialist

We are hiring for 3 Insurance Specialists:

Commercial Insurance Processors or Personal Lines Insurance Processors

The Commercial Insurance Processor for Property and Casualty Insurance is responsible for processing and managing insurance policy applications, endorsements, renewals, certificates, and cancellations. The role requires a keen attention to detail, excellent organizational skills, and the ability to work efficiently in a fast-paced environment. The ideal candidate will have experience in commercial property and casualty insurance processing and a strong understanding of insurance policies and procedures.

Key Responsibilities:

Policy Processing:

  • Process new insurance policy applications, ensuring all required information and documentation are complete and accurate.
  • Handle policy endorsements, renewals, and cancellations in a timely manner.
  • Review policy applications for compliance with company standards and regulatory requirements.

Documentation Management:

  • Maintain accurate and organized client files and policy records.
  • Ensure all policy documentation is properly scanned, filed, and stored.
  • Generate and distribute policy documents to clients and relevant parties.
  • Data Entry and Verification:
  • Enter policy information into the insurance management system accurately and efficiently.
  • Verify data for accuracy and completeness, making corrections as needed.
  • Update and maintain client and policy information in the database.

Customer Support:

  • Assist clients with inquiries related to policy status, coverage details, and billing.
  • Provide support to the customer service team by supplying necessary policy information.
  • Communicate with clients, agents, underwriters, and other stakeholders to resolve issues.

Compliance and Reporting:

  • Ensure all processing activities comply with company policies and industry regulations.
  • Prepare and submit regular reports on policy processing activities and performance metrics.
  • Stay informed about changes in insurance regulations and industry trends.

Qualifications:

  • Previous experience in commercial property and casualty insurance processing is highly desirable.
  • Familiarity with insurance software such as Applied EPIC, AMS 360, EZ Lynx and CRM systems.

Skills and Competencies:

  • Strong attention to detail and accuracy.
  • Excellent organizational and time-management skills.
  • Effective verbal and written communication abilities.
  • Ability to work independently and as part of a team.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

The Personal Lines Insurance Processor for Property and Casualty Insurance is responsible for processing and managing personal insurance policy applications, endorsements, renewals, certificates and cancellations. This role demands a high level of attention to detail, excellent organizational skills, and the ability to work efficiently in a fast-paced environment. The ideal candidate will have experience in personal lines property and casualty insurance processing and a thorough understanding of insurance policies and procedures.

Key Responsibilities:

  • Policy Processing:
  • Process new personal insurance policy applications, ensuring all required information and documentation are complete and accurate.
  • Handle policy endorsements, renewals, and cancellations promptly.
  • Review policy applications for compliance with company standards and regulatory requirements.

Documentation Management:

  • Maintain accurate and organized client files and policy records.
  • Ensure all policy documentation is properly scanned, filed, and stored.
  • Generate and distribute policy documents to clients and relevant parties.
  • Data Entry and Verification:
  • Enter policy information into the insurance management system accurately and efficiently.
  • Verify data for accuracy and completeness, making corrections as needed.
  • Update and maintain client and policy information in the database.

Customer Support:

  • Assist clients with inquiries related to policy status, coverage details, and billing.
  • Provide support to the customer service team by supplying necessary policy information.
  • Communicate with clients, agents, underwriters, and other stakeholders to resolve issues.

Compliance and Reporting:

  • Ensure all processing activities comply with company policies and industry regulations.
  • Prepare and submit regular reports on policy processing activities and performance metrics.
  • Stay informed about changes in insurance regulations and industry trends.

Qualifications:

Education and Experience:

  • Previous experience in personal lines property and casualty insurance processing is highly desirable.
  • Familiarity with insurance software such as Applied Epic, AMS 360, EZ Lynx and CRM systems.

Skills and Competencies:

  • Strong attention to detail and accuracy.
  • Excellent organizational and time-management skills.
  • Effective verbal and written communication abilities.
  • Ability to work independently and as part of a team.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

This is a 100% Remote Work

Full time

$5/hr

Dual-monitor is required

Windows OS only, IOS is not accepted

Average salary estimate

$10400 / YEARLY (est.)
min
max
$10400K
$10400K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Insurance Specialist, Remote Raven

Join our dynamic team at our cutting-edge IT company as an Insurance Specialist! We are on the lookout for both Commercial and Personal Lines Insurance Processors who thrive in a fast-paced environment and have a passion for providing exceptional service. As an Insurance Specialist, you will be responsible for managing and processing various insurance policy applications, endorsements, renewals, and cancellations. Your keen attention to detail and organizational skills will be vital as you ensure all documentation is complete and compliant with regulations. You'll interact with clients, helping them understand their policies, and provide crucial support to the customer service team. We value individuals with a strong background in property and casualty insurance processing, so bring your expertise in insurance software like Applied EPIC or AMS 360 along with your ability to work both independently and collaboratively. If you are ready for full-time remote work that allows you to utilize your skills in a professional setting, apply today for the Insurance Specialist position. We look forward to welcoming you to the team!

Frequently Asked Questions (FAQs) for Insurance Specialist Role at Remote Raven
What are the main responsibilities of the Insurance Specialist position at our company?

As an Insurance Specialist at our company, you'll be engaged in processing and managing insurance policy applications and endorsements, handling renewals and cancellations, and ensuring compliance with regulatory requirements. You'll also maintain organized documentation and provide critical customer support by addressing inquiries about policy status and coverage details.

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What qualifications are needed for the Insurance Specialist roles in your company?

To be considered for the Insurance Specialist positions, candidates should ideally have previous experience in commercial or personal lines property and casualty insurance processing. Familiarity with insurance management software such as Applied EPIC, AMS 360, and EZ Lynx is also a plus. Strong organizational, communication, and time-management skills are essential.

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What does a typical day look like for an Insurance Specialist at your company?

A typical day for an Insurance Specialist involves processing new insurance applications, managing client files and records, entering data into the insurance management system, and communicating with clients and stakeholders. You'll also be tasked with ensuring compliance with company policies and staying updated on industry regulations.

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Is the Insurance Specialist position fully remote, and what are the work requirements?

Yes, the Insurance Specialist position is 100% remote! You will need to have a dual-monitor setup and a Windows OS computer, as Mac OS is not accepted. Candidates should be ready to work full-time and demonstrate the ability to stay organized and efficient in a virtual environment.

Join Rise to see the full answer
What skills are essential for success as an Insurance Specialist at your company?

Success as an Insurance Specialist requires strong attention to detail, effective verbal and written communication skills, and excellent organizational capabilities. Proficiency in Microsoft Office Suite and the ability to work independently or as part of a team will also greatly contribute to your success in this role.

Join Rise to see the full answer
Common Interview Questions for Insurance Specialist
Can you describe your experience with property and casualty insurance processing?

In answering this question, focus on your relevant experience and specific tasks like processing applications and handling endorsements. Discuss any familiarity with software tools and how you've ensured compliance with regulations in your previous roles.

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How do you prioritize tasks in a fast-paced environment like insurance processing?

Share your personal strategies for prioritization, such as creating to-do lists or utilizing task management tools. Emphasize your ability to remain organized and meet deadlines while maintaining accuracy in your work.

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What steps do you take to ensure accuracy in your documentation?

Discuss your methods for double-checking data entries, maintaining organized records, and any systematic approaches you use to catch errors. This shows attention to detail, which is crucial for the Insurance Specialist role.

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How would you handle a difficult client inquiry regarding their insurance policy?

Explain your approach to customer service, including active listening, empathy, and providing clear, factual information. Highlight your communication skills and how you've resolved similar issues in the past.

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What is your experience with insurance software, and how do you use it in your work?

Detail any specific software you have used, such as Applied EPIC or AMS 360. Explain how you've utilized these tools for managing client data, generating reports, or streamlining processing tasks to enhance efficiency.

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Can you give an example of a time you improved a process or procedure in your previous insurance roles?

Share a specific instance where you identified inefficiencies and implemented changes. Highlight the results of your efforts, such as time savings or error reduction, to demonstrate your problem-solving skills.

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What do you think are the most important regulations to stay informed about in insurance processing?

Discuss relevant regulations that affect property and casualty insurance. Express your commitment to continuous learning and how you stay updated on industry changes through training, professional organizations, or news.

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How do you approach data entry and verification tasks in your role as an Insurance Specialist?

Explain your attention to detail in data entry and any techniques you use to verify information. Emphasize the importance of data accuracy and how it impacts client satisfaction and compliance.

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How do you ensure you meet deadlines in your work?

Discuss your time management strategies, such as setting reminders and breaking larger tasks into manageable pieces. Provide examples of how you've consistently met deadlines in prior roles.

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What motivates you to work in the insurance industry, especially in a processing role?

Share your passion for helping clients and the importance of risk management. Talk about how you find fulfillment in ensuring accurate processing and contributing to their peace of mind.

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DATE POSTED
March 22, 2025

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