Insurance Specialist

Insurance SpecialistThe Insurance Specialist is responsible for quoting, issuing, servicing, and retaining property and casualty insurance policies for customers across multiple states. This role works directly with clients and insurance carriers to provide coverage solutions, process policy transactions, maintain insurance documentation, and deliver exceptional customer service through phone, email, and electronic communication platforms. The Insurance Specialist also supports the resolution of customer concerns and ensures accurate maintenance of policy and carrier information.Job DutiesIdentify customer needs and quote, present, sell, service, and retain property and casualty insurance policies and home warranty products, including renter's insurance, brokered home sale policies, and other applicable coveragesEducate customers about available insurance and home warranty products, coverage options, policy requirements, premiums, payments, and required documentation through phone, email, DocuSign, and other approved communication platformsReceive, process, maintain, and organize insurance documents, policy records, carrier information, warranty premium payment schedules, and related filesMaintain insurance information and documentation within the Insurance & Warranty Dashboard in NetSuite and other applicable tracking systemsGenerate new business opportunities by proactively following up on leads, developing prospective customers, cross-selling insurance, and warranty products, and supporting retention and renewal effortsMaintain all required insurance licenses, complete required continuing education, and comply with applicable laws, regulations, carrier procedures, and company documentation standardsResearch customer concerns, resolve policy and service issues within established authority, and escalate matters requiring carrier or management review while providing a high level of customer serviceAssist with organizing and maintaining office records and work areas to promote an efficient work environmentPartner with Marketing to develop and maintain insurance-related promotional materialsOther duties as assignedRequirementsHigh School Diploma or GED (Required)2 years in of customer service experience (Preferred)2 years in of sales experience (Preferred)Excellent verbal and written communication skillsAbility to multitaskStrong organizational skills with an attention to detailAbility to work well with others inside as well as outside the companyIntermediate to advanced computer proficiency, with the ability to use Microsoft Office Suite, email, the internet, and provide data entry in a timely and efficient mannerMust have a valid driver's licenseRequired Certifications/Licensures: (Property and Casualty (P&C) Insurance License license within the first 30 days of employment)BENEFITSAt Sun Communities, you will be part of an industry-leading organization where you will be challenged, inspired, rewarded, and transformed. We place a high priority on our team members, and this is a big part of what sets us apart. We will ask you to give us your very best every day, and will challenge you with interesting work, stretch assignments, a collaborative and supportive work environment and plenty of learning and growth. In exchange, we will reward you with great pay, advancement opportunities, paid time off, great benefits, and flexibility.Comprehensive Medical and Prescription coverage with 4 plan options so you can choose the plan that best meets the needs of you and your familyComprehensive Dental and Vision PlansOn-Site Fitness CenterVoluntary Health and Dependent Care Reimbursement AccountsLife, Accidental Death & Dismemberment Insurance and Dependent LifeShort and Long-Term Disability Coverage401(k) Plan with Sun matching contributionEmployee Assistance ProgramIdentity Theft InsuranceLegal Assistance PlanPet InsuranceTuition Reimbursement program providing financial support to team members who further their formal educationVacation RV Site Discounts for team members when visiting Sun resorts across the nationTeam Member Perks & Discounts program with hundreds of discounts on things like travel, merchandise, mobile phone service, and moreUp to six weeks of paid parental leave for the birth of a child, adoption, or placement of a childPaid Time Off including ten holidays, vacation, personal, sick time, bereavement and pay for jury dutyACCESSIBILITY ASSISTANCEIf you are an individual with a disability and need assistance completing an online application, please contact us at (844) SUN-4343. Alternatively, an email may be sent to View email address on click.appcast.io. "Applicant Accommodation" should be included in the subject line of the email. Please note that this phone number and email address are only for those individuals who would like to request an accommodation to apply for a job.