Insurance Operations Specialist

What you will do

This position is responsible for supporting the daily insurance agency operations of Volvo Insurance Services (VIS), which includes, but is not limited to: planning, organizing, reporting, and operations of the insurance agency business; maintaining standards for service and quality; and assisting sales personnel as needed in achieving agency goals.

The Insurance Operations Specialist works from Volvo Financial Services’ headquarters in Greensboro, NC. This position will report to and work at the daily direction of the U.S. Manager Insurance Operations and Account Management. In addition, this position will work closely with VIS’ insurance sales colleagues, Volvo/Mack Truck and Construction Dealer personnel, and customers of VFS.

Responsibilites: 
•    Provide customer service to new and existing customers and prospects
•    Process insurance transactions needed to maintain client files, including quoting and issuing new business, billing, and making policy changes
•    Prepare and maintain periodic management, sales, and accounting reports and ad-hoc reports as requested
•    Support the Insurance sales team as needed to increase sales penetration of insurance by Volvo and Mack dealers and to achieve annual production goals and KPIs
•    Prepare insurance proposals for presentation to clients
•    Submit insurance applications to insurers and wholesalers
•    Maintain files to ensure compliance with established workflows and procedures
•    Assist in developing and following agency operating procedures, achieving service standards, and meeting service expectations
•    Ensure insurance services policies and procedures are in accordance with company business standards
•    Maintain knowledge of carrier underwriting criteria and guidelines
•    Utilize agency automation systems with a high level of knowledge and proficiency
•    Maintain compliance with insurance and company regulatory requirements
•    Check policies and endorsements for accuracy and follow to make corrections if needed
•    Follow up as needed to ensure transactions are processed in a timely manner
•    Handle customer inquiries via phone, mail, email, and text
•    Identify opportunities to improve quoting, conversion, and post-sell activities
•    Manage accounts receivable and ensure the accounts receivable policy is properly enforced
•    Other duties as assigned

Who are you?

Skill & Experience: 
•    3 or more years of experience in the commercial insurance industry. Trucking, construction, and dealership insurance experience is a plus
•    Possess and maintain an active Property & Casualty Insurance license
•    Previous experience with AMS 360 agency management system, or similar
•    Maintain an understanding of rules, regulations, and laws impacting a property and casualty insurance agency
•    Advanced insurance designations are a plus (such as CPCU, CIC, ARM, etc.)
•    Attention to detail and ability to meet deadlines
•    Strong verbal, written, presentation, training, and negotiation skills
•    Thorough follow-up skills
•    Excellent organization skills, with the ability to prioritize and work effectively on multiple tasks in a fast-paced, evolving environment
•    High level of integrity with a positive customer and quality focus
•    Demonstrated computer skills with an emphasis in MS Office suite
•    Cross-functional team player who works within and in support of a team environment
•    Proven problem-solving and customer service skills
•    Occasional travel, as needed

Ready for the next move?

Are you excited to bring your skills and ideas to the table? We can’t wait to hear from you. Apply today!