Insurance Specialist

Job Summary

The Insurance Specialist serves as the liaison between customers, insurance companies, financing institutions, and dealership departments to facilitate smooth and efficient insurance processing.

Duties and Responsibilities

• Assist customers in selecting suitable motor vehicle insurance products and coverage options.
• Prepare, process, and submit insurance applications and related documents to accredited insurance providers.
• Coordinate with insurance companies regarding policy issuance, endorsements, renewals, cancellations, and claims-related concerns.
• Ensure timely release of insurance policies required for vehicle registration, financing, and delivery.

• Verify completeness and accuracy of insurance application forms and supporting documents.
• Maintain organized and updated records of insurance policies, renewals, endorsements, and related transactions.
• Monitor policy expiration dates and coordinate renewals with customers and insurance providers.
• Prepare reports on insurance sales, policy issuance, renewals, and outstanding transactions.

• Respond to customer inquiries regarding insurance coverage, premiums, claims procedures, and policy status.
• Provide clear explanations of insurance terms, conditions, and benefits.
• Assist customers in resolving insurance-related concerns and coordinate with insurance companies when necessary.

• Guide customers through the insurance claims process.
• Coordinate with insurance companies, repair facilities, and customers regarding claim requirements and status updates.
• Monitor claim progress and ensure timely resolution of claims concerns.

• Promote dealership-accredited insurance products to vehicle buyers.
• Support the achievement of insurance sales targets and dealership profitability objectives.
• Build and maintain strong working relationships with insurance providers and business partners.
• Identify opportunities to increase insurance penetration and customer retention.

• Ensure compliance with company policies, insurance regulations, and industry standards.
• Maintain confidentiality of customer information and insurance records.
• Submit accurate and timely reports as required by Management.
• Perform other duties and responsibilities that may be assigned by Management from time to time.

• Bachelor's Degree in Business Administration, Marketing, Finance, Insurance, or any related field.
• At least one (1) year of experience in insurance processing, automotive sales administration, financing, or related work is preferred.
• Knowledge of motor vehicle insurance products, underwriting requirements, and claims procedures.
• Proficient in Microsoft Office applications.
• Strong organizational and documentation skills.
• Excellent communication, customer service, and interpersonal skills.
• Ability to work under pressure and manage multiple transactions simultaneously.
• Detail-oriented with a high level of accuracy and professionalism.