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P&C Insurance Specialist
P&C Insurance SpecialistRemote VA • Springfield, MA, US
P&C Insurance Specialist

P&C Insurance Specialist

Remote VA • Springfield, MA, US
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P&C Insurance Secretary

Schedule : 9 : 00 AM 5 : 00 PM (EST) Work Setup : Remote

We are looking for a highly organized P&C Insurance Secretary with strong experience in Property & Casualty insurance processes. This role involves handling quoting, renewals, billing, compliance, and client follow-ups to ensure smooth, accurate, and timely insurance operations.

Key Responsibilities :

Quoting & New Business

  • Manage internal quoting and gather required information from clients.
  • Assist with preparing and processing insurance quotes.
  • Communicate with banks when an account binds to ensure proper documentation.

Renewals & Account Management

  • Handle policy renewals, including gathering updated client information.
  • Prepare reports on accounts and track policy increases or changes.
  • Maintain accurate records of all renewals and follow-ups.
  • Billing & Compliance

  • Assist with billing, invoicing, and tracking payments.
  • Manage inspection compliance, ensuring required documents and inspections are completed on time.
  • Client Communication

  • Communicate with clients mainly via email for updates, documents, renewals, and follow-ups.
  • Provide timely support and ensure all client requests are handled efficiently.
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    Insurance Specialist • Springfield, MA, US

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