Manage policies throughout the full lifecycle: quote, bind, endorse, renew
Process endorsements, cancellations, and policy updates accurately and efficiently
Handle renewals and remarketing to ensure competitive coverage and pricing
Maintain precise and up-to-date records within the agency management system (AMS)
Client Communication via phone, email, and messaging
Clearly explain coverage options, policy terms, and premiums
Support clients with policy changes and service inquiries
Conduct multi-carrier quoting and coverage comparisons
Work directly with carriers to bind, amend, and renew policies
Navigate carrier portals and underwriting requirements effectively

2–5 years of hands-on experience supporting Commercial Lines insurance
Strong understanding of policy lifecycle management
Experience supporting B2B clients or high-level commercial accounts
Familiarity with U.S. insurance markets and carriers
Background working with independent insurance brokerages
Proven experience working with Applied Epic or similar insurance agency management systems

Bilingual Licensed Insurance

Key skills