Insurance Operations Specialist

Description

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)
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