Insurtech Account Coordinator

Integrated Specialty Coverages, LLC

United States

Hybrid

USD 33,062 - 41,328

Full time

14 days+

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Benefits offered by this job

Employee Ownership Program
Owner Referral Program
Work from home reimbursement
Health insurance
401(k) Plan with company match
Paid time off

Job summary

Integrated Specialty Coverages, LLC (ISC) is seeking an entry-level P&C Wholesale Account Associate to provide administrative and operational support to senior underwriting and broker staff. You will help with marketing, service, data entry, and bind/post-bind tasks in a developing role.

You’ll enter account and policy data, ensure data integrity, prepare bind orders, and handle post-bind tasks while collaborating with brokers and underwriters.

Qualifications

  • Minimum of 1 year of underwriting or related insurance experience.
  • Must have Property & Casualty Brokers License.
  • Proficiency in Microsoft Office Suite and ability to quickly learn industry-specific software.
  • Ability to work collaboratively with team members and other departments.
  • Strong desire to learn, explore new ideas, and seek out new knowledge.
  • Ability to be flexible, embrace change, and quickly pivot in response to shifting priorities.

Responsibilities

  • Enter and update account, quote, and policy information in the agency management system with a high degree of accuracy.
  • Accurately enter data received on applications into carrier online rating portals.
  • Ensure data integrity by following established naming conventions, coding standards, and documentation requirements.
  • Prepare, review, and process bind orders in coordination with the brokers and underwriters.
  • Complete post-bind tasks, including policy issuance, endorsements and cancellations.
  • Confirm all required forms, signatures and documentation are complete.
  • Manage inbound calls, connecting customers and team members to ensure a seamless and positive experience.
  • Process mid-term changes, cancellations, reinstatements, and renewal documentation.
  • Track and follow up on outstanding carrier requests to ensure timely resolution.
  • Manage assigned task queues to ensure brokers/underwriters receive timely support.
  • Assist in preparing quote proposals, summaries, and market comparison documents when needed.
  • Ensure compliance with carrier and regulatory documentation requirements.
  • Communicate with carrier and retail agent partners.
  • Respond to requests for missing or corrected information promptly.
  • Provide administrative support to the business unit as needed.

Skills

Underwriting experience
Team collaboration
Adaptability
Fast learner
Communication

Education

Property & Casualty Brokers License

Tools

Microsoft Office Suite
Industry-specific software

Job description

Integrated Specialty Coverages, LLC (ISC) is seeking an entry-level P&C Wholesale Account Associate to provide administrative and operational support to senior underwriting and broker staff. You will help with marketing, service, data entry, and bind/post-bind tasks in a developing role.

You’ll enter account and policy data, ensure data integrity, prepare bind orders, and handle post-bind tasks while collaborating with brokers and underwriters.

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