Insurance Coordinator - Property and Casualty Insurance

Posted 13 days agoViewed
Philippines, Latin AmericaFull-TimeInsurance
Company:OurAssistants
Location:Philippines, Latin America, US Business Hours
Languages:English
Seniority level:Middle
Skills:
Microsoft Office SuiteAccount ManagementCRM
Requirements:
Knowledge of property and casualty insurance, including lines of business, coverages, and insurance terminology. Experience with Microsoft Office Suite (Excel, Word, Outlook). Familiarity with AMS360, HubSpot, or similar CRM/agency management systems. Previous experience in insurance coordination, renewal processing, or client account management. Responsiveness, Transparency, Prioritization, Process Understanding, Accuracy & Speed, Professionalism.
Responsibilities:
Track renewals from start to finish, ensuring timely reviews and updates. Maintain visibility into renewal status and identify next steps. Manage shared and individual inboxes, providing timely responses. Prioritize messages and escalate urgent issues. Act as the primary point of contact for clients during renewals. Communicate with carriers and brokers to obtain quotes and clarify terms. Follow up with underwriters and agents to maintain timelines. Generate and complete renewal applications accurately. Send forms for e-signature and track completion. Maintain organized records and manage document retention. Track renewal-related tasks and correspondence in the CRM. Proactively follow up with clients, underwriters, and internal teams.
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