Insurance Coordinator - P&C Insurance
O
OurAssistantsProperty Management
Philippines, Latin America, US Business HoursFull-TimeMiddle
Salary not disclosed
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Job Details
- Required Skills
- Microsoft ExcelMicrosoft Office SuiteHubSpot
Requirements
- Responsiveness: Timely updates to clients, colleagues, and carrier/broker partners
- Transparency: Properly logs all tasks to ensure visibility across the team
- Prioritization: Manages multiple deadlines effectively and recognizes task urgency
- Process Understanding: Follows established renewal workflows and identifies next steps independently
- Accuracy & Speed: Completes tasks efficiently without compromising attention to detail
- Professionalism: Maintains a courteous, client-focused approach in all interactions
- 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
Responsibilities
- Track renewals from start to finish, ensuring accounts are reviewed, updated, and renewed on time
- Maintain visibility into each account’s renewal status and identify next steps in the renewal cycle
- Manage shared and individual inboxes, ensuring timely and professional responses to all client and team inquiries
- Prioritize messages and escalate urgent issues to appropriate team members
- Act as the primary point of contact for clients during the renewal process
- Provide updates, gather information, and maintain a professional and friendly tone in all communications
- Communicate with carriers and brokers to obtain quotes, clarify terms, and ensure accuracy of policy documentation
- Follow up with underwriters and agents to maintain renewal timelines
- Generate and complete renewal applications accurately
- Send forms for e-signature, track completion, and ensure proper record-keeping
- Maintain organized records and manage document retention policies
- Track all renewal-related tasks and correspondence in the CRM or agency management system
- Proactively follow up with clients, underwriters, and internal teams to keep renewals moving efficiently
- Ensure all outstanding tasks are completed on schedule
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