P&C Insurance Specialist - Remote

Overview

This role involves handling quoting, renewals, billing, compliance, and client follow-ups to ensure smooth, accurate, and timely insurance operations.

In Short

• Manage internal quoting and gather required information from clients.
• Assist with preparing and processing insurance quotes.
• Communicate with banks when an account binds to ensure proper documentation.
• Handle policy renewals, including gathering updated client information.
• Prepare reports on accounts and track policy increases or changes.
• Maintain accurate records of all renewals and follow-ups.
• Assist with billing, invoicing, and tracking payments.
• Manage inspection compliance, ensuring required documents and inspections are completed on time.
• Communicate with clients mainly via email for updates, documents, renewals, and follow-ups.
• Provide timely support and ensure all client requests are handled efficiently.

Requirements

• Strong experience in Property & Casualty insurance processes.
• Highly organized and detail-oriented.
• Excellent communication skills.
• Ability to manage multiple tasks efficiently.
• Proficient in using email for client communication.

Benefits

• Remote work setup.
• Flexible working hours.
• Opportunity to work with a dynamic team.