Commercial Lines Insurance Specialist (Risk Team Support Member)

Overview

Support a U.S. commercial insurance brokerage by assisting licensed Risk Advisors with policy servicing and placement activities for client accounts.

What you'll do

• Support commercial insurance renewals and placement activities.
• Generate and process Certificates of Insurance (COIs).
• Prepare and organize documentation for underwriters and wholesalers, including quotes, endorsements, and policies.
• Assist with policy servicing, endorsements, and client account maintenance.
• Support insurance payments, billing, and premium audits.
• Coordinate with carriers, underwriters, wholesalers, and internal Risk Advisors.
• Maintain accurate client records and insurance documentation.

What you'll need

• At least 4 years of hands-on experience in U.S. commercial Property and Casualty (P&C) insurance.
• Practical experience handling renewals and placement workflows.
• Hands-on experience generating Certificates of Insurance (COIs).
• Strong working knowledge and experience with ACORD forms used in the North American insurance industry.
• Experience handling insurance payments, billing, and audits.
• Working knowledge and experience with commercial insurance lines.
• Experience preparing and organizing insurance documentation for underwriters and/or wholesalers.
• Strong written and verbal English communication skills.
• Excellent attention to detail, organizational skills, and ability to manage multiple insurance accounts and workflows.
• Comfortable working with insurance carrier portals and digital tools.
• Ability to work remotely with meaningful overlap with U.S. Eastern Time business hours.

Nice to have

• Experience with commercial insurance coverages.
• Familiarity with insurance application management platforms such as Broker Buddha.
• Experience requesting and tracking loss runs with insurance carriers.
• Familiarity with Statements of Values (SOVs) and underwriting submissions.
• Experience using AI tools.
• Previous experience improving processes, documentation, or quality assurance procedures.

Details

• Location: India and the Philippines (Remote).
• Work arrangement: Fully remote.
• Working hours: U.S. Eastern Time overlap required; specific schedule to be discussed.
• Employment type: Full-time.