Join Our Squad


Now Hiring: An AMAZING Licensed Insurance Specialist to join our family!

As the Marketing & Client Support Specialist, you will be responsible for:

  • Managing Client Experience
  • Client Policy Reviews
  • New Customer Welcome campaigns
  • Managing Client Emergency Contacts
  • Client Claims Processing
  • Managing Policy Endorsement Processes
  • Enhancing current and building new Mortgage Broker Relationships

To succeed in this role, you must be Highly Motivated, Enthusiastic, Well-Organized, Solid Administrative Skills, Technology orientated with a Do-It-Now Attitude.

You will work directly with our personal lines accounts to provide them with a memorable customer experience. This includes all areas of customer service, including discussing coverage and risk management concepts.

  • Schedule and conduct client account reviews
  • Assist clients with purchasing better limits or coverages as needed
  • Gather and validate customer contact info with each interaction
  • Handle billing issues
  • Handle various underwriting, rewriting and coverage situations that occur in the agency
  • Efficiently update client records & notes in all agency management tools and systems
  • Manage & Verify endorsement requests were processed correctly by the processing team
  • Follow the conversations, process workflow steps, and agency guidelines for servicing a client and conducting policy reviews
  • Send E-signature forms to clients, verify forms were returned and submitted to the correct entities, and properly filed for retrieval if necessary in management system
  • Scan and file customer and prospect records, forms, documents
  • Run Audits and reports as necessary

You will work with our advisors, especially in placement of new business and with carriers on all areas of a client’s account.

Responsibilities and Duties

Complete details and day-to-day activities are provided in our Agency Procedure Manual.

You will be measured on the following Key Performance Indicators

  • Suspenses in AMS must be handled and closed within 48 hours
  • A minimum 90% annual retention of your book of business
  • Minimum score of 90 on Quarterly Performance Reviews
  • Average 10% annual growth in total book of business
  • Minimum of 4 account rounding sales per month

Qualifications And Skills

You will utilize your current skills in addition to training provided by our agency.

  • Current Insurance License
  • Excel, Word, Outlook
  • Ezlynx Management System
  • Carrier Portals
  • Time Management
  • Problem Solving
  • Effective Communication
  • Ability To Follow Agency Procedures

What You'll Need to be Successful

  • Understanding technology is critical - we rely on technology and automation to build our client experience
  • Amazing personality with the ability to play well with others.
  • A Natural Desire to help our clients and prospects
  • Comfortable with prospecting conversations
  • Must be coachable and trainable
  • Willingness to meet sales goals
  • A Dedicated Workspace at Home

How We Work

  • We offer Competitive pay Hourly (or Salary if qualified) + Enhanced Pay
  • Work from home office hours are from 9am - 5pm Monday through Friday
  • Observation of Federal Holidays
  • Fun work environment is flexible and fun

Job Application Interest

1Contact Info
2Previous Job Info
3Final Questions
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