Remote Underwriter Associate CL-I | Concierge Policy Support

Peak6 Investments LLC; United States; Hybrid; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Pet insurance

401K match

PTO

Holidays

Parental leave

Disability insurance

Tuition reimbursement

Commuter benefits

Remote/Hybrid options

Job summary

Team Focus Insurance Group seeks an Underwriter Associate CL-I to deliver concierge-level servicing for insureds and agents across commercial accounts. The role involves calls, emails, and task management to support policy lifecycles and regulatory compliance.

You will process renewals, billing inquiries, cancellations, and new business setup while maintaining timely communication with clients and underwriters. Strong Microsoft Office skills and EZLynx experience are preferred.

Qualifications

• Basic customer service experience and/or insurance experience.
• Prior call center or high-volume customer service experience is a plus.
• Proficient in Microsoft Office Suite; experience with EZLynx or similar platforms.

Responsibilities

• Customer & Agent Servicing (Calls, Emails, and Tasks): handle policy documents, billing inquiries, renewals, cancellations, and updates.
• Policy Processing & Account Management: locate and deliver policies, set up agency accounts, process FNOS tasks, maintain documentation.
• Retention & Renewal Support: review expirations, communicate with underwriters, assist with renewals and cancellations to retain business.
• Claims Intake & Coordination: collect claim info, initiate reporting with carriers, coordinate with teams as needed.

Skills

Customer service

Call center

Insurance knowledge

Tools

EZLynx

Microsoft Office

Job description

Team Focus Insurance Group seeks an Underwriter Associate CL-I to deliver concierge-level servicing for insureds and agents across commercial accounts. The role involves calls, emails, and task management to support policy lifecycles and regulatory compliance.

You will process renewals, billing inquiries, cancellations, and new business setup while maintaining timely communication with clients and underwriters. Strong Microsoft Office skills and EZLynx experience are preferred.