Overview
We are looking for an experienced Commercial Insurance Administrator (Commercial Certificates & Quoting Support) to support all back-office processes related to Certificates of Insurance, quoting, renewals, policy servicing, documentation, and financial coordination. This role requires strong attention to detail, hands-on experience in commercial insurance operations, and familiarity with agency management systems and carrier workflows.
Schedule:
- Full-time (40 hours a week) Monday-Friday 9 AM - 6 PM PST (includes 1 hr unpaid break)
Responsibilities
- Handle Certificates of Insurance (COI) requests with accuracy and timely issuance.
- Support quoting, renewals, and proposal preparation specifically for Commercial Lines.
- Process commercial endorsements, cancellations, rewrites, audits, and other policy servicing tasks.
- Maintain organized and accurate commercial client records within the agency management system.
- Follow up on outstanding documents, renewals, audits, and commercial client communications.
- Assist with reconciliation of commercial insurance financials, invoices, and commission statements.
- Coordinate directly with the agency principal for updates, reporting, and performance alignment.
- Participate in team meetings via Zoom or similar platforms.
Requirements
- 2–3+ years of experience in Commercial Insurance administration or support (Commercial Lines experience is required; Personal Lines alone will not be considered).
- Experience using agency management systems such as AMS360, Applied Epic, HawkSoft, or similar.
- Strong understanding of commercial carriers, market appetite, and certificate processing workflows.
- Excellent English communication skills (written and verbal).
- Ability to work U.S. business hours and maintain consistent responsiveness.
- Access to Zoom or similar platforms for regular check-ins and meetings.
- Comfortable working under a long-term engagement (minimum 3-month probation).
Independent Contractor Perks
- Permanent work from home
- Immediate hiring
- Health Insurance Coverage for eligible locations
Note
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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.