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Case Specialist I
About Integrated Specialty Coverages
Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market.
Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and "Main Street USA", we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we're building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners.
Job Summary
The Case Specialist I in one of ISC's retail divisions is tasked with handling incoming inquiries from policy holders and providing top notch customer service to address their needs, problem solve and ensure the best experience possible.
Position Responsibilities
- Exercise your intellectual and analytical skillsets by reviewing and producing or responding to customer inquiries for Certificates of Insurance, Additional Insured and related special wording endorsements, and their associated policy changes with related premiums, such as Buy-Backs, Limit Increases, Class Code and Description of Operations Changes, or other policy changes.
- Liaise between the customer and their customer/hiring agency, addressing special coverage requirements and strategizing for possible solutions to meet their contractual needs; liaise communications between underwriting and the customer, breaking down insurance terminology into language that is easy for the customer to understand.
- Administer policy entry of products that are sold by the New Business sales team, ensuring pinpoint accuracy of the data entered.
- Partner with agent and customer to provide job specifics and/or details that require the customer to purchase a new, customized policy or other lines of business necessary to fulfill their contractual obligations; partner with customer support teammates, providing training, guidance, and clear communication which include quality records of the case's interactions and transactions, attaching details/source documents in our agency management system that will ensure a seamless case handling if the case specialist is unavailable.
Minimum Qualifications
- Associate Degree and/or currently pursuing or obtained Property & Casualty Insurance license.
- 1 year in commercial insurance industry.
- Proficiency in a customer service-related field
- 2 years utilizing Microsoft Office and/or digital CRM system.
- Demonstrated oral & written communication skills.
Benefits of Working at ISC
- Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows
- Professional development opportunities
- Owner Referral Program
- Work from home reimbursement for remote/hybrid roles
- Canary emergency financial assistance program
- Comprehensive medical, dental, vision
- Life/AD&D Insurance
- Confidential, Employee Assistance Program
- Health Savings Account, includes company contribution
- Short-term disability
- Voluntary benefits - supplemental accident, critical illness, hospital insurance
- Employee discounts
- 401(k) Plan with company match contribution
- Addition Wealth Financial Wellness Program
- Various Time Off Programs
- 11 company paid holidays
Applicants may contact the ISC HR department via e-mail or phone to request and arrange for an accommodation that will allow the applicant to successfully complete the application process. Applicants needing assistance may request accommodation at any time. Please contact ISC at HR@ISCMGA.com or 760-599-7242.
ISC believes in creating long-term relationships by being responsive and relevant and by consistently delivering value to our community of customers. Specifically, we focus on attracting, developing, and retaining the best talent for our business, challenging our people, demonstrating a "can-do" attitude, and fostering a collaborative and mutually supportive environment.
Diversity creates a healthier atmosphere: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, gender, gender identity, sexual orientation, marital status, medical condition, genetic information, mental or physical disability, military or veteran status, or any other characteristic protected by local, state, or Federal law.
**Must be legally authorized to work in the United States.**
**ISC participates in the Federal E-Verify program**
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