Insurance Service Specialist – Commercial Lines

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🔥 0 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🔒 Insurance

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NavSav Holdings LLC

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- employees

📋 Description

• Lead the onboarding, training, and development of Commercial Account Managers, ensuring strong proficiency in systems, workflows, documentation standards, renewal management, and client service best practices. • Serve as a day-to-day resource and mentor for Account Managers, providing guidance on complex service issues, policy servicing, workflow challenges, client requests, and agency procedures. • Deliver ongoing training and coaching focused on Applied Epic workflows, policy processing, endorsements, certificates, billing procedures, documentation requirements, renewal execution, and service excellence standards. • Drive consistency and accuracy across the Commercial Lines service organization by establishing, reinforcing, and monitoring standardized workflows, procedures, and operational best practices. • Support Account Managers in executing effective renewal strategies that improve client retention, coverage accuracy, service outcomes, and overall customer satisfaction. • Assist with client escalations by researching issues, coordinating internal resources, facilitating communication, and ensuring timely and professional resolution. • Provide expertise and support for agency bill and billing-related concerns, helping identify root causes, resolve discrepancies, and improve operational efficiency. • Partner with the National Service Director of Commercial Lines to identify training opportunities, recurring service challenges, workflow inefficiencies, and process improvement initiatives that enhance operational performance. • Develop, maintain, and continuously improve training resources, workflow documentation, standard operating procedures, guides, templates, and service tools that support scalable operational excellence. • Conduct quality assurance reviews and spot audits to ensure documentation accuracy, workflow compliance, service consistency, and adherence to agency standards. • Promote best practices related to client communication, responsiveness, activity tracking, documentation, renewal management, and service execution. • Support the successful rollout of operational initiatives, process enhancements, and technology adoption through effective communication, training, and change management. • Coordinate and facilitate team meetings, training sessions, knowledge-sharing opportunities, and operational updates that strengthen team effectiveness and alignment. • Partner closely with Commercial Lines, Small Business, Service, Retention, Accounting, and leadership teams to resolve operational challenges and improve overall service delivery. • Foster a culture of accountability, continuous improvement, collaboration, and professional development while helping build a high-performing service organization focused on client retention and operational excellence.

🎯 Requirements

• Active Property & Casualty Insurance License required. • 5+ years of commercial insurance account management, service, or operations experience. • Strong understanding of Commercial Lines workflows, renewal processes, client service expectations, certificates, endorsements, billing, carrier communication, and documentation standards. • Experience supporting, mentoring, or training Commercial Account Managers or service team members. • Comfort handling client escalations, service issues, billing questions, and complex account management scenarios. • Experience with Applied Epic strongly preferred. • Strong organizational skills with the ability to manage multiple priorities, follow up on open items, and keep issues moving toward resolution. • Clear, professional communication style with the ability to explain processes, coach team members, and collaborate with leadership. • Strong attention to detail, especially related to documentation, billing, workflow consistency, and client service follow-through. • Proficiency in Microsoft Outlook, Excel, Word, and PowerPoint. • A supportive, solutions-oriented mindset with a desire to help others succeed. • Willingness to travel occasionally for meetings, training sessions, or business needs.

🏖️ Benefits

• Medical, dental, and vision coverage • Supplemental benefits • Competitive compensation • Paid time off, accruing immediately • 401(k) with up to 4% company match • Paid holidays