Demo

Licensed Service Specialist

Acuity Insurance
Sheboygan, WI Full Time
POSTED ON 7/3/2024 CLOSED ON 8/18/2024

What are the responsibilities and job description for the Licensed Service Specialist position at Acuity Insurance?

Acuity is seeking a Licensed Service Specialist to utilize Acuity's proactive, high-touch approach to assisting Acuity Service Center policyholders on the phone and through chat/email.

ESSENTIAL FUNCTIONS:

  • Employ critical thinking and decision-making skills to dynamically offer insurance coverage solutions.
  • Handle requests and miscellaneous correspondence in a prompt, accurate, and courteous manner.
  • Collaborate with other internal departments to ensure a seamless customer experience.
  • Provide a high level of support in maintaining, expanding, and servicing personal lines and commercial accounts through phone, email, and chat.
  • Prepare Auto ID Cards, Evidence of Property, Summaries of Insurance, and Certificates of Insurance in the agency management system.
  • Review policies during the Pre-Renewal process to identify coverage concerns/determine coverage recommendations for the policyholder. Send pre-renewal documentation.
  • Rewrite policies that have canceled or lapsed per request of the insured. Obtain appropriate signed documentation.
  • Assist with an annual review of process flows.
  • Maintain electronic files.
  • Alert Management of potential Errors and Omissions immediately upon discovery.
  • Regular and predictable attendance.
  • Performs other duties as assigned.


EDUCATION:

High School diploma. Post-secondary education is helpful. A Property & Casualty insurance license is required.

EXPERIENCE:

Thorough understanding of Personal and/or Commercial Lines insurance products. Two years of experience in the insurance industry and/or two years of phone queue experience.

OTHER QUALIFICATIONS:

  • Reliable, responsible, creative self-starter with a positive attitude, attention to detail, and strong verbal/written communication skills.
  • Ability to work independently and with a team. Capacity to work under pressure. A willingness to openly share and contribute to the team’s success.
  • Strong telephone and listening skills.
  • Computer knowledge with solid keyboarding skills. Willingness to learn Applied/Epic Agency Management System. Proficiency in Word and Excel. Ability to achieve 6,000-6,500 keystrokes per hour on alphanumeric data entry with minimal errors.
  • Ability to efficiently utilize emerging technology to service customers of all generations.
  • Willingness to provide telephone coverage until 6:00 pm CST several times each month. The primary schedule will be established based on call volume and the team’s staffing model.


*Acuity does not sponsor applicants for U.S. work authorization.*

This job is classified as exempt.

The salary range for this position is $45,000 - $49,000 annually. This salary range is an estimate and the actual salary will vary based on applicant’s education, experience, knowledge, skills, and abilities.

We are an Equal Employment Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.

Salary : $45,000 - $49,000

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