Insurance Specialist Life & Health
Overview
As an Insurance Specialist, you will own the renewal cycle for a book of Life & Health policies, ensuring retention and meeting production targets for Insperity Insurance Services. You will support clients, employees, and internal teams with service requests, cross-sell opportunities, and compliance with HIPAA and other regulations. Working onsite in Houston, you will collaborate with Senior Specialists, use Salesforce and agency management systems, and contribute to a top-rated workplace known for flexibility and career growth. This role stands out for its dual focus on service excellence and proactive sales support.
What You'll Do9
- 1Manage renewals for your assigned book of Life & Health policies, executing retention strategies and meeting production goals.
- 2Handle incoming service calls and process policy changes, documenting every interaction in Salesforce and the agency management system.
- 3Conduct policyholder needs analyses at renewal, identifying cross-sell and up-sell opportunities with each contact.
- 4Verify customer contact details and update systems to maintain accurate records and timely communication.
- 5Build client loyalty through scheduled follow-ups, resolving issues, and escalating complex cases to senior specialists.
- 6Collaborate with internal teams to ensure high service quality, providing feedback on trends and generating metrics reports.
- 7Support large group renewals by processing invoices, issuing ID cards, and setting up portal access for clients.
- 8Maintain compliance with HIPAA and insurance regulations, completing required training and following all rules.
- 9Assist with disaster recovery plans and perform additional duties as assigned by the supervisor.
Requirements9
- 1High School Diploma or equivalent required; Bachelor's Degree in a related field preferred.
- 21-4 years of related work experience in insurance or customer service.
- 3Valid insurance license for Life & Health lines is required.
- 4Knowledge of underwriting, rating, and compliance requirements for Life & Health products.
- 5Proficiency in Microsoft Office, especially database programs, and ability to learn new applications.
- 6Excellent communication, professional phone etiquette, and strong spelling and grammar skills.
- 7Proven analytical skills and ability to meet measurable performance targets.
- 8Organizational skills to follow through on tasks with minimal supervision.
- 9Upbeat, positive attitude with a willingness to learn and collaborate as a team player.
Salary Insight
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