Account Specialist (Licensed Customer Service Representative)

About 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. 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 are not just an insurance provider—we are a partner you can depend on.

Application Requirement

To be considered for this role, please take a moment to complete the Culture Index Assessment by clicking the link below or copying it into your browser. This brief assessment takes no more than 5 minutes to complete and is a critical part of our hiring process.

Link: https://go.cultureindex.com/p/HpDpHyGTu4xieaQ

The Culture Index helps us better understand your work style, strengths, and preferences, ensuring a strong alignment between your skills and the position's requirements. It also allows us to create a more inclusive and effective workplace by matching candidates to roles where they can thrive.

Please note: Applications without a complete Culture Index Assessment will not be reviewed or moved forward in the hiring process. We appreciate your attention to this important step and look forward to learning more about you!

About the Role

The 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 Attributes

• Customer Service Excellence – Proven ability to address client inquiries promptly, resolve issues professionally, and build lasting relationships.
• Attention to Detail – Meticulous in reviewing policies, updating records, and ensuring compliance with regulatory standards.
• Communication Skills – Strong verbal and written communication to clearly explain coverage, claims processes, and policy changes.
• Organizational Skills – Manages multiple accounts, deadlines, and administrative tasks efficiently in a fast-paced environment.
• Technical Proficiency – Skilled in CRM systems (e.g., Applied Epic, AMS360) and Microsoft Office for policy updates and documentation.
• Problem-Solving – Resolves client concerns creatively and collaborates with carriers to streamline claims and policy adjustments.
• Compli