Administrative Skills, Billing, Communication Skills, Customer Satisfaction, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Documentation, Establish Priorities, File Maintenance, Insurance, Insurance Documentation, Licensing, Maintain Compliance, Microsoft Office, Multitasking, Organizational Skills, Performance Metrics, Physical Demands, Presentation/Verbal Skills, Property and Casualty Insurance, Proposal Writing, Record Keeping, Regulatory Compliance, Regulatory Requirements, Resolve Customer Issues, Resource Management, Risk Management, Sales Management, Technical Support, Time Management, Transaction Processing/Management, Underwriting, Writing Skills
About Us
WSMT Insurance, an Ensurise company, is a trusted insurance and risk management firm dedicated to delivering tailored solutions and exceptional client service. We’re seeking a Personal Lines Insurance Account Technician to join our team.
In addition to cash compensation we provide health, dental, vision and disability insurance, paid time off, holiday pay, flexible schedule, and 401(k) matching, professional growth and career progression opportunities, respectful culture and work/family life balance, supportive teammates and a rewarding work environment. This position will also give you the ability to obtain a Property & Casualty Insurance License to help further your career.
About The Job
The Personal Lines Insurance Account Technician provides administrative and technical support to the Personal Lines team by assisting with policy servicing, processing transactions, maintaining client records, and ensuring accurate and timely completion of insurance documentation. This role serves as a key support resource for Account Managers, Producers, and clients, helping to deliver exceptional customer service while maintaining compliance with agency and carrier guidelines.
Essential Duties and Responsibilities
- Process policy changes, endorsements, cancellations, reinstatements, and renewals.
- Prepare and issue evidence of insurance, ID cards, and other policy-related documents.
- Review policy information for accuracy and completeness.
- Enter and maintain client and policy data within the agency management system.
- Assist with renewal preparation, including gathering underwriting information and preparing renewal proposals.
- Monitor and follow up on pending transactions with carriers and clients.
- Respond to routine client inquiries regarding billing
- Communicate with insurance carriers to obtain quotes, policy information, and underwriting requirements.
- Maintain electronic files and documentation in accordance with agency procedures.
- Support Account Managers and Producers with administrative tasks and special projects.
- Ensure compliance with agency standards, carrier requirements, and regulatory guidelines.
- Assist with claims documentation as needed.
- Other support duties as requested.
About You
Education and Experience
- High school diploma or equivalent required; associate or bachelor's degree preferred.
- Minimum of 1-3 years of insurance, customer service, or administrative experience preferred.
Knowledge, Skills, and Abilities
- Knowledge of personal lines insurance products, including auto, homeowners, umbrella, recreational vehicle, and other related coverages.
- Strong attention to detail and organizational skills.
- Excellent verbal and written communication skills.
- Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.
- Proficiency with agency management systems, Microsoft Office Suite, and carrier portals.
- Strong problem-solving and customer service skills.
- Ability to work independently and collaboratively within a team environment.
Licensing and Certifications
- Ability to obtain a Property & Casualty Insurance License within a specified timeframe.
Key Performance Indicators
- Accuracy of policy processing and documentation.
- Timeliness of transaction completion.
- Client satisfaction and responsiveness.
- Compliance with agency procedures and carrier requirements.
- Effective support of Account Managers, Producers, and team objectives.
Physical Requirements and Work Environment
This position works in a normal office environment with controlled temperature and artificial lighting conditions. Long periods of sitting. Long periods of screen use. Ability to communicate in person and over devices. Ability to work in-person with team. Must be able to perform complex tasks requiring independent knowledge and its application to non-routine situations. Must be able to manage high-emotion situations.