Novatae Risk Group logo
Novatae Risk Group

Specialty Insurance \ Reimagined

Renewal Brokerage Assistant

GeneralGeneralFull TimeRemoteSeniorTeam 51-200H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

2 days ago

Salary

0

Seniority

Senior

Associate DegreeEnglish

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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