Before you apply: Candidates must have hands-on experience using Applied Epic
Position
Commercial Insurance Operations Coordinator
Employment Type
Full-Time | Remote
Schedule:
Monday – Friday, 9:00 AM – 6:00 PM EST
About EDGE
EDGE is building a bridge between top global talent and innovative companies shaping the future of healthcare. We connect exceptional professionals with organizations developing transformative solutions across healthcare, insurance, and emerging health technologies.
Role Overview
Position Overview
As a Commercial Insurance Operations Coordinator, you will provide dedicated back-office support to a U.S.-based commercial insurance team. You will manage policy documentation, data entry, certificates, endorsements, renewal preparation, and operational workflows using Applied Epic and carrier portals.
Employment Type:
Full-Time, Permanent
Employment Mode:
Fully Remote
Work Schedule:
Monday–Friday | 9:00 AM–6:00 PM EST
Key Responsibilities
- Perform high-volume and accurate data entry in Applied Epic.
- Pull policy documents, loss runs, and billing information from carrier portals and update records in Epic.
- Maintain accurate, organized, and audit-ready commercial insurance records.
- Issue, review, and manage Certificates of Insurance (COIs) and Evidence of Property forms.
- Build and maintain commercial account schedules, including equipment, property, and vehicle schedules.
- Process endorsements, policy changes, and account updates in carrier portals and Applied Epic.
- Track outstanding endorsements and follow up to ensure timely completion.
- Assist with commercial renewal applications and ACORD forms.
- Verify exposure data, policy limits, coverage classifications, and premium information.
- Manage a continuous daily task queue while maintaining accuracy and turnaround times.
- Prepare clear End-of-Day (EOD) reports covering completed, pending, and outstanding tasks.
Tools & Systems
- Applied Epic — Required
- Major carrier portals such as Travelers, The Hartford, Hanover, and Chubb
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Microsoft Teams
Qualifications
- Hands-on experience with Applied Epic is required.
- Commercial Lines insurance experience is required.
- Strong understanding of U.S. commercial insurance policies, coverages, endorsements, and ACORD forms.
- Experience working with major U.S. insurance carrier portals.
- Experience processing COIs, endorsements, policy changes, and renewal documentation.
- Strong Microsoft Office skills, particularly Excel, Word, and Outlook.
- Strong attention to detail and accuracy.
- Ability to manage high-volume, repetitive back-office workflows independently.
- Strong organizational and time-management skills.