Commercial Insurance Operations Assistant at Assure On Risk Insurance Agency | Torre
Commercial Insurance Operations Assistant
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Assure On Risk Insurance Agency

Commercial Insurance Operations Assistant

Assure On Risk Insurance Agency
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Emma
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Part-time

Legal agreement: Contractor

Currency exchange and payroll taxes to be paid by:

Candidate

Base compensation
USD800 - 1.2k/month

+ Bonuses (up to 20% of base compensation)

Non-negotiable
location_on
Remote (anywhere)
Posted 8 months ago

Responsibilities

Commercial Insurance Operations Assistant Responsibilities 1. Submission & Underwriting Support - Complete ACORD applications using provided information. - Prepare submission packages for carriers. - Gather underwriting documents. - Upload submissions to carrier portals. - Track submission status internally. 2. Policy Processing & Documentation - Download policies and endorsements from carrier portals. - Organize files in agency management system (AMS). - Assist with internal policy checking workflows. - Maintain accurate digital client files. - Update policy information in CRM/AMS. 3. Certificate of Insurance (COI) Preparation - Prepare draft certificates based on instructions. - Track certificate requests. - Maintain COI logs. - Route completed certificates for licensed approval. 4. Renewal Management Support - Request loss runs from carriers. - Maintain renewal tracking spreadsheets. - Prepare renewal documentation. - Follow up via email with carriers when instructed. 5. Administrative Operations - Email organization and tagging. - Carrier document retrieval. - Data entry and record updates.
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