Fresh Prints - Commercial Insurance Specialist
Requirements
• Strong hands-on experience servicing U.S. commercial insurance accounts. • Proven experience working directly with insurance carriers and underwriters on commercial lines business. • Experience supporting manually underwritten commercial policies, including submissions, follow-ups, negotiations, and revisions. • Strong knowledge of commercial insurance coverages, including: • General Liability (GL) • Commercial Property • Workers' Compensation (WC) • Commercial Auto • Umbrella/Excess Liability • Experience handling renewals, endorsements, certificates of insurance (COIs), policy checking, and account servicing activities. • Advanced understanding of insurance terminology, policy documentation, and commercial insurance workflows. • Hands-on experience with insurance management systems and agency management platforms (AMS). • Strong written and verbal communication skills with the ability to interact professionally with clients, carriers, and underwriters. • Exceptional attention to detail and commitment to accuracy. • Preferred • Preferred • Previous experience supporting U.S.-based insurance brokerages or agencies. • Experience using Applied Epic, AMS360, Vertafore, EZLynx, HawkSoft, or similar insurance systems. • Experience reviewing policy documentation and identifying discrepancies prior to issuance. • Leadership experience providing guidance, training, or quality oversight to junior team members. • Experience with Front or similar shared inbox/customer communication platforms.
Responsibilities
• Serve as the primary operational and account servicing support for one or more Risk Advisors, ensuring seamless management of commercial insurance accounts. • Prepare, review, and process commercial insurance submissions, quotations, proposals, renewals, endorsements, and policy changes. • Coordinate directly with insurance carriers and underwriters on new business, renewals, policy revisions, subjectivities, and outstanding requirements. • Support the placement and servicing of commercial insurance policies, including General Liability (GL), Property, Workers' Compensation (WC), Commercial Auto, Umbrella, and other commercial coverages. • Prepare, review, and issue Certificates of Insurance (COIs), endorsements, evidence of coverage documents, and other policy-related documentation. • Review policies for accuracy and completeness, ensuring coverage terms, limits, and endorsements align with client requirements. • Gather, organize, and validate client information required for submissions, applications, renewals, and carrier requests. • Maintain accurate records across insurance management systems, CRMs, and carrier portals. • Manage and monitor billing-related items with clients and carriers, escalating discrepancies when necessary. • Track outstanding policy requirements, carrier subjectivities, compliance items, and renewal timelines. • Draft and send professional communications to clients, carriers, and underwriters on behalf of Risk Advisors. • Conduct quality reviews of work completed by junior assistants or support staff, when applicable. • Identify opportunities to improve servicing workflows, documentation standards, and operational efficiency. • Takes ownership of accounts and servicing responsibilities. • Proactively follows up with carriers, underwriters, and clients to keep business moving forward. • Demonstrates strong judgment, accountability, and reliability. • Thrives in a fast-paced environment while maintaining exceptional accuracy. • Delivers a high standard of client service and professionalism. • Additional Details: • Additional Details: • You will be working 5 days a week, including one weekend day, but will have 2 days off in a row. • Working hours will be 9am - 6pm EST (please apply only if this works for you). • 9am - 6pm EST • Location: Philippines, India (Remote).
Benefits
• Competitive salary • Opportunity to build valuable skills in the insurance industry • Stable, long-term remote position • Supportive team environment with training provided • Growth potential for high performers
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