The Personal Insurance Specialist performs service and related tasks. The foundation to be used in all situations will be to apply our Verge Group Core Values of Integrity, Competency and Empathy in all of our dealings with clients, companies and fellow co-workers. We are one of the top independent insurance agencies in the area. Were proud to have built a reputation on integrity and first-class service among our clients, partners, and the communities that we serve. Youre organized and know the art of building relationships with teammates, clients and vendors. This role performs a wide range of duties across planning, education, research and analysis for both existing and prospective clients. Respond to clients, insurance carriers, sales team, and supervisors correspondences and requests in a timely, effective, and professional manner. Prepare proposals with the help of the sales team for client presentations. Process and check policies, endorsements, endorsement requests, and audits for accuracy. Manage, submit, and follow-up with claims throughout the claims process. RIBO / OTL licensed or working towards Insurance: 2 years (Preferred)
Job Title
Specialist, Policy Analysis