P&C Policy Processing Specialist

Jobtailor; San Antonio (TX); On-site; USD 40,000 - 55,000; Full time

Job summary

Jobtailor in Texas seeks an organized insurance processing assistant to manage policy processing, endorsements, renewals, and cancellations for P&C accounts. You will handle documentation, binders, and suspense items while delivering professional service to partners and agents.

The role requires a Texas P&C license within 90 days, 1–3 years of experience, strong proofreading skills, and confidentiality. A degree in business/finance is preferred, with bilingual ability a plus.

Qualifications

• Texas P&C License required within 90 days of hire.
• High school diploma or equivalent required.
• 1–3 years' experience in a similar role.
• Strong multitasking capabilities in a deadline-driven environment.
• Excellent proofreading and accuracy.
• Professional demeanor and customer-focused mindset.
• Ability to maintain a high level of confidentiality.
• Associate or bachelor’s degree in business, finance, or related field preferred.
• Bilingual preferred.

Responsibilities

• Process and upload policies, endorsements, renewals, cancellations, invoices, and related documentation.
• Prepare and issue binders for new and renewal P&C business according to company guidelines.
• Review and execute suspense items and service requests within established timelines.
• Assist with rating, endorsements, and cancellations as directed.
• Develop working knowledge of carrier forms, underwriting requirements, and internal procedures.
• Provide professional customer service via phone and email to internal and external partners.
• Issue Notices of Cancellation as directed by carriers, Accounting, or leadership.
• Support Commercial Lines submissions as needed.
• Maintain organized and accurate records across internal systems.
• Ensure compliance with company policies, audit standards, and E&O risk mitigation practices.
• Collaborate with team members to meet workflow demands and service expectations.
• Provide operational and administrative support to retail agents, assigned Underwriters, and team members under the direction of the Commercial Lines Leader.

Skills

Policy Processing

Endorsements Management

Renewals Management

Cancellations Management

Documentation

Record Maintenance

Customer Service

Multitasking

Confidentiality

Professional Demeanor

Education

Texas P&C License

High School Diploma or equivalent

Associate or Bachelor's degree in business, finance, or related field

Bachelor's or associate degree preferred

Tools

MS Office Suite

Job description

Jobtailor in Texas seeks an organized insurance processing assistant to manage policy processing, endorsements, renewals, and cancellations for P&C accounts. You will handle documentation, binders, and suspense items while delivering professional service to partners and agents.

The role requires a Texas P&C license within 90 days, 1–3 years of experience, strong proofreading skills, and confidentiality. A degree in business/finance is preferred, with bilingual ability a plus.