• Manage the end-to-end commercial insurance renewal process, ensuring all renewals are completed accurately and on time. • Monitor policy expiry dates and proactively manage the renewals pipeline to prevent lapses in coverage. • Contact clients to obtain renewal declarations and follow up until all required information is received. • Prepare renewal documentation and submit renewal applications to underwriters. • Obtain alternative terms and remarket policies where instructed by the broker. • Prepare renewal offers and supporting documentation for broker review and approval prior to binding. • Liaise closely with the Account Manager/Broker throughout the renewal process, escalating complex or high-risk cases and seeking guidance when required. • Assist with broker support activities during quieter renewal periods, including preparing quotes, submitting applications to underwriters, and issuing cover confirmation emails. • Process policy endorsements, maintain accurate client records, and ensure all documentation is updated within the broking platform and CRM. • Maintain accurate policy, client, and pipeline records while ensuring compliance with Australian insurance industry standards and internal procedures.

Role Description This role is for a Customer Service Representative in the Atlanta, GA Metro area, working remotely during the evening shift from 10am to 7pm. You’ll never be bored in this role – Functions as a customer service-oriented salesperson. Processes, modifies, and updates customer information and escalates complaints through communication channels. Successful employees must be able to remain calm when customers are frustrated and have experience of working with computers. Requires multi-tasking abilities by taking sales calls and customer service-related calls, the ability to analyze problems that arise online collecting necessary information to assist customers, and strong knowledge of the applications and tools used to assist customers. Qualifications - Computer skills: Windows applications and typing skills - Strong ability to multi-task - Bi-Lingual role only: Must be fluent in spoken and written Spanish Requirements - Processes orders, forms, applications, and requests - Maintains a positive, empathetic, and professional attitude toward customers at all times - Assists new and existing customers through the online order process - Answers calls coming into the center pertaining to various customer service issues - Takes complaint calls, documents issues that arise at stores, and emails them to upper management Benefits - Paid time off, including vacation days, sick days, and holidays - Medical, dental and vision insurance - 401(k) plan with contribution matching - Sundays off - Employee assistance program - Employee purchase program with exclusive discounts - Physical and financial well-being programs - Tuition reimbursement - Employee Business Resource Groups - Life and disability insurance - Paid paternal leave - Pay on Demand

• Provide friendly, efficient, and professional customer service • Resolve issues quickly and effectively • Recommend solutions that enhance the customer experience • Handle inbound and outbound calls based on your assignment • Successfully complete training and stay updated with ongoing learning • Enter and manage orders, handle cancellations/changes, and request reprints or credits • Ensure security and privacy for every interaction • Accurately enter data and ensure smooth follow-up processes • Monitor individual performance and contribute to team success • Participate in outbound calls as needed to meet client objectives • Support team and company goals while maintaining a professional and secure work environment

• Handle inbound interactions for major brands • Assist customers with questions, service requests, account needs, and product support • Use guided systems and resources to deliver high-quality customer care • Maintain professionalism, accuracy, and brand alignment • Offer schedule flexibility once certified