Play a key role on Equal Parts’ centralized shared-services team.
Own the end-to-end renewal workflow and day-to-day policy servicing for commercial P&C accounts across all Equal Parts sub-agencies.
Act as an individual contributor while coordinating work across BPO partners to ensure high-quality, on-time execution.
Improve retention, client satisfaction, and operational leverage across our agency network.

Own the full renewal lifecycle for commercial accounts, including data gathering, marketing prep, quoting, proposal assembly, and binding.
Review expiring policies for accuracy, gaps, and market placement opportunities.
Coordinate with producers and account managers to confirm renewal strategy and appetite.
Manage carrier submissions, follow-ups, and documentation through completion.
Prepare renewal proposals, coverage comparisons, and summaries for client delivery.
Track and report renewal status KPIs across all sub-agencies.
Process endorsements, certificates, evidences of insurance, auto ID cards, and other routine service requests.
Handle mid-term policy updates, document management, and coverage questions.
Maintain data accuracy across AMS, carrier portals, and internal systems.
Support new business onboarding tasks that require accuracy or repeatability.
Triage and escalate complex service issues to the appropriate producer or manager.
Assign, QA, and manage workflows with BPO teams supporting renewals and service tasks.
Serve as the internal point of contact for BPO escalations, questions, and clarifications.
Own process documentation and updates to ensure BPO partners execute consistently.
Monitor turnaround times, accuracy rates, and capacity utilization across BPO workstreams.
Identify opportunities to automate or offshore recurring tasks.

Major Medical Health Insurance – Robust medical coverage with employer contributions toward premiums.
Voluntary Benefits – Access to dental, vision, supplemental life, disability, accident, and other optional coverages.

Commercial Insurance Operations Support Analyst

Key skills