2-20 Or 20-44 Licensed Client Support Specialist - Personal Lines (Insurance)

TL;DR

Licensed Client Support Specialist (Insurance): Analyzing client data and evaluating needs to create risk management solutions for personal lines insurance with an accent on document preparation and account modification. Focus on preparing risk presentations, processing endorsements, and ensuring accurate data recording in insurance software.

Location: Remote (US). Must have Florida insurance experience and be able to travel to Destin, FL for training.

Company

An award-winning entrepreneur-led insurance brokerage firm specializing in risk management and insurance strategies for clients across the U.S. and abroad.

What you will do

• Analyze client data and evaluate needs to help create effective risk management solutions aligned with financial goals.
• Prepare risk presentation documents, applications, insurance certificates, and other coverage-related documentation.
• Assist client service teams with presentation materials and perform necessary account modifications.
• Manage data entry into specialized insurance software and generate monthly cancellation and expiration reports.
• Process and complete insurance endorsements and audits.
• Identify and implement opportunities to improve business segments and internal processes.

Requirements

• 1-2 years of experience in the insurance industry.
• Current 20-44 or 2-20 insurance license is required.
• Must have Florida insurance experience.
• Strong analytical, research, and problem-solving skills with high attention to detail.
• Proficiency in Microsoft Office Suite and the ability to learn industry-specific software.
• Ability to travel to Destin, FL for training.