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Job Description
Position Summary
The Renewal Brokerage Assistant supports the brokerage team by managing policy renewals, maintaining client records, coordinating communications with carriers and clients, and ensuring a smooth renewal process. This role is critical in delivering exceptional customer service, maintaining compliance, and supporting revenue retention through efficient renewal management.
Key Responsibilities
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The Renewal Brokerage Assistant supports the brokerage team by managing policy renewals, maintaining client records, coordinating communications with carriers and clients, and ensuring a smooth renewal process. This role is critical in delivering exceptional customer service, maintaining compliance, and supporting revenue retention through efficient renewal management.
Key Responsibilities
- Track and manage upcoming policy renewals to ensure timely processing.
- Prepare renewal applications, proposals, and supporting documentation.
- Communicate with insurance carriers to obtain renewal quotes, endorsements, and policy information.
- Review renewal terms and identify discrepancies or missing information.
- Coordinate with brokers, account managers, and clients throughout the renewal cycle.
- Maintain accurate client records and documentation within agency management systems.
- Process policy changes, endorsements, certificates, and other administrative requests.
- Assist with invoicing, premium financing documentation, and payment follow-up as needed.
- Ensure compliance with company procedures, carrier guidelines, and regulatory requirements.
- Respond promptly to client inquiries and provide outstanding customer service.
- Generate reports and track renewal metrics to support business objectives.
- Associates degree required; bachelor's degree preferred.
- Previous experience in insurance, brokerage operations, customer service, or administrative support preferred.
- Knowledge of allied healthcare insurance products and renewal processes is an asset.
- Proficiency with Microsoft Office Suite and agency management systems.
- Strong organizational skills with the ability to manage multiple deadlines.
- Excellent verbal and written communication skills.
- High attention to detail and accuracy.
- Ability to work independently and collaboratively in a fast-paced environment.
- Property and Casualty insurance license must be obtained within 60 days of hire.
- Strong problem-solving and analytical abilities.
- Customer-focused mindset with a commitment to service excellence.
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