Job Summary:

We are seeking a detail-oriented Commercial Insurance Support Specialist to assist our team in managing client interactions, preparing insurance proposals, processing policy servicing requests, and supporting the renewal and billing process. The ideal candidate will be organized, proactive, and experienced in commercial insurance, working directly with carriers, workflows and software such as NowCerts and AgencyZoom.

Key Responsibilities:

• Handle phone/email communication professionally

• Pre-screen potential commercial clients and gather quoting details

• Schedule appointments and complete risk intake forms

• Follow up for missing documents (e.g., declarations, licenses, driver info)

• Order loss runs

• Complete ACORD and supplemental applications

• Use NowCerts and AgencyZoom for tracking, documentation, and workflows

• Submit to brokers/MGAs and follow up with underwriters

• Process COIs, endorsements, and renewals

• Work directly with carriers for changes and policy management

• Maintain certificate holder lists and document updates in NowCerts

• Support premium financing processes

• Manage renewals, re-marketing, and client notifications

• Ensure policy accuracy and support SOP development

• Process Certificates of Insurance (COIs)

Requirements:

· Prior experience in commercial insurance (vehicles preferred)

. Experience working directly with carriers

· Familiarity with NowCerts, AgencyZoom, or similar insurance CRM/AMS systems

· High attention to detail and data accuracy

· Excellent written and verbal communication skills

· Strong organizational and multitasking abilities

· Customer service mindset with the ability to work independently

· Bilingual: Fluent in Spanish and English (verbal and written)

Benefits:

• Statutory benefits

• Competitive salary

• Work equipment provided

• Work from home