About the role
Job Overview
Our client is seeking an experienced Insurance Policy Servicing Specialist to support day-to-day policy servicing and renewal activities. The ideal candidate has experience working in the insurance industry, can confidently evaluate coverage and pricing options, and is comfortable communicating directly with clients and insurance carriers by phone and email.
Schedule: Monday - Friday, 11:00 AM - 3:00 PM EST (20 work hours per week; starts part-time with a transition to full-time later)
Responsibilities
- Process policy changes, endorsements, updates, and other service requests.
- Manage upcoming policy renewals and ensure they are completed on time.
- Remarket or re-shop policies to identify competitive coverage and pricing options.
- Obtain and review quotes from multiple insurance carriers.
- Compare coverage limits, deductibles, premiums, and policy terms.
- Prepare clear and accurate insurance proposals for clients.
- Explain policy options, coverage differences, and pricing to clients.
- Manage the policy binding process and ensure all required documents are completed.
- Communicate directly with clients and carriers through phone and email.
- Follow up on pending applications, quotes, renewals, and policy documents.
- Maintain accurate client and policy information in the company’s systems.
- Respond promptly to general client service questions and requests.
- Coordinate with internal team members to resolve policy-related concerns.
Qualifications
- Previous experience in insurance policy servicing, renewals, or remarketing is required.
- Experience obtaining quotes and evaluating insurance coverage and pricing.
- Familiarity with the policy binding process and required documentation.
- Strong understanding of insurance policies, coverage options, and terminology.
- Excellent verbal and written communication skills.
- Comfortable communicating directly with clients and insurance carriers.
- Strong attention to detail and organizational skills.
- Ability to manage multiple renewals, service requests, and deadlines.
- Proactive, dependable, and client-service-oriented.
Preferred Systems Experience
- AgencyZoom
- QQ Catalyst
- PL Rating / PL Rater software
Independent Contractor Perks
- Permanent work from home
- Immediate hiring
Note
Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.
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