Commercial Insurance Operations Specialist

6 days ago


Plainview, New York, United States NFP Full time

About the Role:

We are seeking a highly organized and detail-oriented Commercial Insurance Operations Specialist to join our team. In this role, you will provide administrative support to our account teams by gathering and inputting data into our agency management system.

You will also assist with various tasks and processes relative to new and renewal accounts, participate in special projects as assigned by management or senior-level staff, and undergo training with our team to enhance your skills and knowledge.

This is a full-time position with a hybrid schedule, requiring you to work at least two days from one of our NY or NJ offices. We may consider candidates with P&C experience for a fully remote option based on business needs.

Main Responsibilities:

  • Create and maintain accurate client files in accordance with our office procedures.
  • Prepare ID cards, certificates of insurance, Accord applications, binders, and cancellations under the direction of more senior-level staff.
  • Leverage your analytical skills to compile data for the Account Management Team to use in proposals and coverage checklists.
  • Verify the accuracy and compliance of requested documentation (policies and endorsements).
  • Process premium and non-premium endorsements and follow up with carriers for outstanding policies, endorsements, corrections, etc.


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