Insurance Specialist job description

An insurance specialist is responsible for assisting customers in picking the right insurance plans for themselves and their business. Their duties include analyzing and sharing the risk factors that come with each plan, but they may also write insurance policies and update them too.

Example insurance specialist requirements on a job description

Insurance specialist requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in insurance specialist job postings.

• Bachelor's degree in finance, business, or insurance
• At least two years' experience in the insurance industry
• Knowledge of insurance policies and regulations
• Ability to analyze and interpret data
• Proficient in computer and internet use

• Excellent communication and interpersonal skills
• Strong problem-solving and decision-making abilities
• Organizational and time-management skills
• Attention to detail and accuracy
• Customer service orientation

Insurance Specialist job description example 1

AAA Southern New England Inc insurance specialist job description

We are looking for someone who will thrive in a sales and service environment. We’ll provide the training you need on an array of AAA products and services to interface with members with confidence. You will have the opportunity to train and obtain your Personal Lines Insurance License and Notary Certification. You’ll have the opportunity to earn base pay increases, bonuses opportunities, and career growth (90% of our managers are promoted from within). This is an exciting position in our branch network and ideal for candidates interested working in a teamwork environment interfacing with AAA members.

This position fulfills member requests such as: planning road trips, distributing maps and tour books, taking passport photos, insurance administrative duties, and other services for members.

Our branch hours of operation are Monday through Friday 8:30am – 5:00 pm and Saturday 9:00 am – 1:00 pm. We are closed on Sundays and most holidays.
Qualifications:
• Experience in retail sales, or similar customer service/sales environment
• Proven ability to exceed assigned sales or service quality goals
• Ability to work some overtime including Saturdays
• Experience with Microsoft Office basics
• Ability to travel locally when necessary
• A high school diploma or GED
• Successful completion of background check and drug screening
Remarkable benefits:
• Health coverage for medical, dental, vision
• 401(K) saving plan with company match AND Pension
• Tuition assistance
• PTO for community volunteer programs
• Wellness program
• Employee discounts
AAA Northern New England is part of the largest federation of AAA clubs in the nation. We have 14,000 employees in 21 states helping 17 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity – we win. All of Us! With our national brand recognition, long-standing reputation since 1902, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.
“Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.”
AAA is an Equal Opportunity Employer

Insurance Specialist job description example 2

Boston Mutual Life Insurance insurance specialist job description

• Acquire a broad knowledge of individual product offerings and how to position sales solutions.
• Maintain Life & Health license or pass licensing requirements within 60 days of hire in the state of MA.
• Sell insurance products with a focus on whole life insurance to customers within communities in Massachusetts in person, over the phone, or through technology platforms.
• Prospect new customers through cold calls, direct mail & email campaigns, attending and or organizing community-based education events.
• Establish a structured sales routine with metrics & goals. Continuously improve your performance in a metrics-driven environment, directly impacting your earnings.
• Be the best brand ambassadors for the company.
• Have an entrepreneurial, goal-driven mindset.
• Educate and communicate the need for insurance to prospects based on their needs.
• Active in the local communities, develop and build relationships within the assigned territory for an assigned product portfolio.
• Monitor and achieve sales goals.
• Work collaboratively with workplace counterparts.

Education: Bachelors or Equivalent work experience

Experience: 2+ Years in a Sales Role or an equivalent role.

Knowledge Requirements: Sales Acumen, Excellent interpersonal skills, priority would be given to a candidate with a strong understanding of Individual Whole Life Insurance.

Certifications/Licensures: Massachusetts Life and Health License or ability to obtain within 60 days of employment.

Due to the COVID-19 pandemic, the majority of Boston Mutual's associates are currently working remotely in accordance with our safety protocols. The selected candidate will be expected to temporarily work remotely for an unspecified period of time as determined in Boston Mutual's sole discretion. We started going back to the office in May 2022 -- two days a week Mondays and Thursdays is the minimum at this time but that is subject to change in the future. You may be asked to come on site more than 2 days a week per your managers request and based on business need.

Boston Mutual is an equal opportunity employer. Boston Mutual is an equal opportunity employer, and does not discriminate on the basis of race, color, age, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, disability, military service, veteran status, family status, pregnancy, or any other characteristic protected by federal or state laws. Boston Mutual is a drug-free workplace, and any offer extended will be contingent upon appropriate results of a drug test.