What are the responsibilities and job description for the Equine Insurance Service Specialist position at Sterling Thompson Company?
Equine Insurance Service Specialist
Our firm is rapidly growing and we are seeking a self-motivated person who wants to join a dynamic, growing company. We are currently seeking to fulfill a full-time position. Our Equine Insurance Service Specialist will be responsible for supporting numerous areas within the Equine Insurance department and providing exceptional customer service to our current clients.
Insurance industry or agency experience and knowledge is not required but would be a greater benefit relating to clients in the beginning for this position.
Responsibilities:
- Assist account managers with claims, policy issuance, endorsements, schedules, and other items related to the servicing of clients policies in a timely and accurate manner.
- Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist them in making coverage changes.
- Respond positively to client’s questions in a timely manner.
- Research client questions thoroughly to provide accurate information and solutions.
- Assist in the onboarding process of new clients. Including, in conjunction with Advisor and Account Manager, evaluating the client’s risk profile, determine strategy (coverage determination, target pricing and market identification) by utilizing marketing skills to grow established accounts and enable new business opportunities.
- Aid Account Manager in gathering pertinent information to complete quoting and policy issuance process. Learn the quoting systems of the various insurance companies utilized in quoting, renewal assembly, billing, etc.
- Accurately and regularly document all important policy details and other pertinent account information in agency management system in accordance to agency procedures manual. This includes phone calls, emails, documents, faxes, etc. associated with that client’s particular file.
- Assemble and mail policy materials to clients.
- Interact with carrier portals and agency management software to process policy documents.
Desired Qualifications:
- College education or equivalent insurance experience.
- Must have a solid computer skills and experience with Microsoft Office.
- Prior Farm or Equine Industry experience is a plus.
- Ability to multi‐task and handle heavy workload with minimal supervision; able to self-check for accuracy; and independently research and analyze.
- Demonstrated experience meeting deadlines and working with shifting priorities.
- Ability to communicate orally and in writing with others (clients, colleagues, carrier partners) to explain complex issues, interpret complex information, and respond appropriately.
Benefits
- Medical, Dental, and Vision Insurance
- Company Paid Life Insurance
- Company Paid Long-Term Disability Insurance
- Paid Holidays
- Paid Time Off
- Paid Parental Leave
- Employee Assistance Program
- 401(k) with Employer Contribution