Insurance Technician – Service Center

This is a fully remote position, open to applicants in United States.

📋 Description

• Responsible for maintaining and updating a log of all renewal Service Center business within the team using the relevant systems: Quote Tracker and Synergy CRM.

• Proactively sends renewal solicitations to current clients promptly to support the successful renewal of Service Center policies.

• Determines the appropriate renewal track with carriers for each policyholder.

• Manages communication with insurance carriers throughout the renewal process.

• Prepares Pearl branded quote documents and payment instructions for all Service Center renewals.

• Reviews and processes money mail orders for renewal business, ensuring accuracy and completeness.

• Sorts mail, indexes scanned documents, and distributes to the appropriate underwriter when necessary.

• Issues policies and processes invoices to guarantee timely and full payments to carriers.

• Provides mid-term servicing for policies, including handling cancellations, reinstatements, and endorsements.

• Facilitates communication with carriers regarding policy and coverage inquiries during and after the renewal process.

• Engages in monthly team meetings, offering feedback on potential process improvements.

⛳️ Requirements

• High school diploma or general education degree (GED) is required.

• A minimum of 1-3 months of related experience and/or training; or an equivalent combination of education and experience.

• Some familiarity with insurance concepts and/or coursework is preferred (e.g., INS21, INS22, or INS23).

• Proficiency in Microsoft Office products is mandatory.

• Experience in the veterinary industry is preferred.

🏝️ Benefits

• Competitive salary and benefits package.

• Opportunities for professional development and training.

• Supportive team environment with a focus on collaboration.