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We are seeking a detail-oriented Insurance Operations Specialist to support our Personal Lines, Commercial Lines, and Account Management teams. This is a non-customer-facing role focused on policy servicing, processing, documentation, and back-office insurance operations. The ideal candidate is organized, process-driven, and comfortable working across multiple insurance workflows while supporting internal stakeholders such as Account Managers, Loan Officers, and Operations.
Key Responsibilities
Policy Servicing & CSR Support (Non-Customer Facing)
Process mortgagee clause updates
Add or remove scheduled coverage
Follow up on policy discounts
Make policy edits and corrections (e.g., personal contact information)
Update billing information, including payment plan changes
Process policy cancellations
Review and identify policy changes and assigned tasks (e.g., EZL tasks)
Add or remove drivers and vehicles
Update VINs and correct policy details
Add or update loss payee information
Account Manager Support
Process new insurance requests from Loan Officers
Quote new business as requested
Assist with policy closing tasks, including:
Sending applications for signature
Auditing accounts for proper signatures and trailing documents
Completing endorsement checklists and obtaining required signatures
Collecting auto payment information
Binding auto, home, and umbrella policies and sending post-bind documentation to insureds
Submitting required documents to Loan Officers or Processors for loan closings
Administrative & Operations Support
Track and monitor insurance licenses
Assist with accounting, bank reconciliation, and billing tasks
Track and reconcile commissions
Commercial Lines Support (Non-Customer Facing)
Complete Certificates of Insurance (COIs)
Order loss runs
Perform policy checking and audits
Complete ACORD forms and supplemental applications
Update billing information and payment plans
Process cancellations
Quote new commercial business
Audit accounts for proper signatures and documentation
Follow up on trailing documents
Perform IVANS download reconciliation
Skills, Knowledge and Expertise
Previous experience in insurance operations, policy processing, or account support
Familiarity with personal and/or commercial lines insurance
Strong attention to detail and ability to follow established workflows
Comfortable handling documentation, audits, and data accuracy tasks
Ability to manage multiple tasks and prioritize effectively
Experience working with agency management systems is a plus (e.g., EZL or similar)
Reliable, organized, and able to work independently with minimal supervision
