Specialty Insurance \ Reimagined
Renewal Brokerage Assistant
Location
United States
Posted
2 days ago
Salary
0
Seniority
Senior
Job Description
Renewal Brokerage Assistant
Novatae Risk Group
• Track and manage upcoming policy renewals to ensure timely processing. • Prepare renewal applications, proposals, and supporting documentation. • Communicate with insurance carriers to obtain renewal quotes, endorsements, and policy information. • Review renewal terms and identify discrepancies or missing information. • Coordinate with brokers, account managers, and clients throughout the renewal cycle. • Maintain accurate client records and documentation within agency management systems. • Process policy changes, endorsements, certificates, and other administrative requests. • Assist with invoicing, premium financing documentation, and payment follow-up as needed. • Ensure compliance with company procedures, carrier guidelines, and regulatory requirements. • Respond promptly to client inquiries and provide outstanding customer service. • Generate reports and track renewal metrics to support business objectives.
Job Requirements
- Associates degree required; bachelor's degree preferred.
- Previous experience in insurance, brokerage operations, customer service, or administrative support preferred.
- Knowledge of allied healthcare insurance products and renewal processes is an asset.
- Proficiency with Microsoft Office Suite and agency management systems.
- Strong organizational skills with the ability to manage multiple deadlines.
- Excellent verbal and written communication skills.
- High attention to detail and accuracy.
- Ability to work independently and collaboratively in a fast-paced environment.
- Property and Casualty insurance license must be obtained within 60 days of hire.
- Strong problem-solving and analytical abilities.
- Customer-focused mindset with a commitment to service excellence.
Benefits
- None specified
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