P&C Insurance Specialist

Schedule: 9:00 AM – 5:00 PM (EST)
Work Setup: Remote

We are looking for a highly organized P&C Insurance Secretary with strong experience in Property & Casualty insurance processes. This role involves handling quoting, renewals, billing, compliance, and client follow-ups to ensure smooth, accurate, and timely insurance operations.

Key Responsibilities:

Quoting & New Business

• Manage internal quoting and gather required information from clients.
• Assist with preparing and processing insurance quotes.
• Communicate with banks when an account binds to ensure proper documentation.

Renewals & Account Management

• Handle policy renewals, including gathering updated client information.
• Prepare reports on accounts and track policy increases or changes.
• Maintain accurate records of all renewals and follow-ups.

Billing & Compliance

• Assist with billing, invoicing, and tracking payments.
• Manage inspection compliance, ensuring required documents and inspections are completed on time.

Client Communication

• Communicate with clients mainly via email for updates, documents, renewals, and follow-ups.
• Provide timely support and ensure all client requests are handled efficiently.

Requirements

• Experience in Property & Casualty (P&C) insurance is required.
• Strong organizational skills and attention to detail.
• Excellent written communication skills (email-focused role).
• Ability to manage multiple accounts, timelines, and follow-ups.
• Proficiency in insurance systems, CRM tools, and email platforms.
• Reliable, responsible, and able to work independently.

Benefits

• Weekly pay
• Work from home