Job Overview: 

We are seeking a detail-oriented, versatile Insurance Specialist skilled in both Personal and Commercial Lines. In this role, you will provide comprehensive servicing, administrative support, and account management across our client portfolio. You will work closely with the Agency Principal to maintain high operational standards, ensure accurate policy processing, and deliver superior service to our policyholders.

Schedule: Remote Full Time | 9 AM - 6 PM PST.

Responsibilities

• Execute policy processing (endorsements, cancellations, rewrites, audits) and accurately issue Certificates of Insurance (COIs) in a timely manner across both Commercial and Personal lines.
• Maintain meticulous client records, policy files, and activity logs within the Agency Management System (AMS) to ensure seamless workflow and data integrity. 
• Manage carrier submissions, rate comparisons, and quoting for new and renewal business, preparing comprehensive proposals and policy summaries for client presentations. 
• Drive the renewal process across Personal and Commercial lines by strategically re-quoting accounts when necessary to ensure optimal coverage and maximize client retention. 
• Oversee billing inquiries, payment processing, and invoicing while conducting precise financial reconciliations of commission statements and invoices across Personal and Commercial accounts. 
• Manage all proactive client communications, including timely follow-ups on missing documentation, renewal updates, quoting inquiries, and general coverage support.
• Partner directly with the Agency Principal to provide task and quoting status reports while participating in team meetings to align on operational priorities and maintain seamless agency communication. 

Requirements:

• Experience: Proven background in servicing both Personal and Commercial Lines of insurance.
• Technical Skills: Proficiency with Agency Management Systems (AMS), carrier rating portals, and communication tools (Zoom, email, standard office suites).
• Attention to Detail: High level of accuracy in document preparation, data entry, and policy verification.
• Communication: Strong written and verbal communication skills with a client-focused mindset.

Independent Contractor Perks: 

• Health Insurance.
• Immediate Hiring.
• Permanent work from home.

Notes:

• 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.

Join our team as a remote Insurance Specialist! Drive Commercial & Personal Lines success alongside our Agency Principal—apply today!