Insurance Coordinator - P&C Insurance

Track renewals from start to finish, ensuring accounts are reviewed, updated, and renewed on time.

Maintain visibility into each account’s renewal status and identify next steps in the renewal cycle.

Manage shared and individual inboxes, ensuring timely and professional responses to all client and team inquiries.

Prioritize messages and escalate urgent issues to appropriate team members.

Act as the primary point of contact for clients during the renewal process.

Provide updates, gather information, and maintain a professional and friendly tone in all communications.

Communicate with carriers and brokers to obtain quotes, clarify terms, and ensure accuracy of policy documentation.

Follow up with underwriters and agents to maintain renewal timelines.

Generate and complete renewal applications accurately.

Send forms for e-signature, track completion, and ensure proper record-keeping.

Maintain organized records and manage document retention policies.

Track all renewal-related tasks and correspondence in the CRM or agency management system.

Proactively follow up with clients, underwriters, and internal teams to keep renewals moving efficiently.

Ensure all outstanding tasks are completed on schedule.

Knowledge of property and casualty insurance, including lines of business, coverages, and insurance terminology.

Experience with Microsoft Office Suite (Excel, Word, Outlook).

Familiarity with AMS360, HubSpot, or similar CRM/agency management systems.

Previous experience in insurance coordination, renewal processing, or client account management.

Must be currently residing in the Philippines or Latin America.

Must have a stable internet connection and a remote-ready workstation.