Licensed Insurance Account Specialist - REMOTE or IN OFFICE if Local and Hybrid After 90 Days

At Artemis/Texan Insurance, we are dedicated to protecting what matters most to our clients by providing tailored insurance solutions and exceptional service. With decades of industry experience, we specialize in offering personalized coverage for home, auto, life, and commercial needs. Our team takes pride in building lasting relationships through trust, integrity, and a commitment to excellence. At Artemis/Texan Insurance, we believe in empowering our employees and delivering unmatched value to our customers, ensuring peace of mind every step of the way. As a company rooted in community and innovation, we’re not just an insurance provider—we’re a partner you can depend on.

• IMPORTANT: All candidates are required to complete the Culture Index. This is a very short survey with no right or wrong answers. Candidates who do not complete the Culture Index will not be reviewed. Here is the link to the survey: https://go.cultureindex.com/p/HpDpHyGTu4xieaQ

About the Role

The Licensed Insurance Account Specialist provides client support and administrative assistance in managing insurance accounts. This role involves servicing both new and existing clients by handling policy changes, answering questions regarding coverage, managing claims, and processing renewals. The Insurance Account Specialist is critical in ensuring customer satisfaction and maintaining the smooth operation of the agency or company's insurance processes.

Essential Duties and Responsibilities

• Assist clients with basic inquiries, routine policy updates, and claims filing.
• Handle client communication via phone, email, or in-person to resolve issues or provide information regarding their accounts.
• Process policy changes, renewals, and cancellations by coordinating with insurance carriers and updating internal systems.
• Review and verify policy information to ensure accuracy and compliance with company and regulatory standards.
• Support clients through the claims process by helping them file claims, providing coverage information, and liaising between clients and insurance carriers.
• Maintain and update client records, policy details, and other relevant documentation in the agency’s database and CRM systems.
• Ensure all records are accurate, up-to-date, and compliant with insurance regulations and company policies.
• Assist Account Managers and senior staff with administrative tasks, including preparing policy quotes, reports, and correspondence.
• Provide administrative support for the underwriting process, helping to gather necessary information and ensure that all paperwork is completed properly.

Skills and Abilities

• Insurance Expertise: Knowledge of insurance products, policies, and procedures, including underwriting and claims processes.
• Customer Service Excellence: Proven ability to build and maintain strong client relationships by providing outstanding service and addressing inquiries promptly and professionally.
• Communication Skills: Strong verbal and written communication skills to effectively explain policy details, coverage options, and account updates.
• Attention to Detail: Meticulous in reviewing applications, policies, and documentation to ensure accuracy and compliance with industry standards.
• Problem-Solving Skills: Ability to assess client needs and resolve complex issues efficiently while maintaining a positive client experience.
• Technical Proficiency: Proficient in insurance management software (e.g., AMS360, Applied Epic) and office applications like Microsoft Office Suite.
• Organizational Skills: Skilled in managing multiple accounts, tasks, and deadlines in a fast-paced environment.
• Analytical Thinking: Ability to interpret data and evaluate risk to provide well-informed recommendations to clients and underwriters.
• Sales and Upselling: Confident in identifying opportunities to cross-sell or upsell additional products to meet client needs and achieve agency goals.
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