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 workflows and software such as NowCerts and AgencyZoom.

Key Responsibilities:

• Assist in creating and maintaining standard operating procedures (SOPs) for commercial insurance workflows.
• Prepare client and prospect insurance proposals using relevant tools.
• Review issued commercial policy documents for accuracy and ensure clients receive all necessary confirmations and documentation.
• Track policy renewals and initiate renewal processes 30-60 days in advance.
• Send renewal notices and updated quote request forms to clients.
• Manage premium finance agreements and notify clients of upcoming or late payments.
• Log all client and carrier communications accurately in NowCerts and AgencyZoom.
• Create and manage tasks and workflows to support licensed agents.
• Process incoming service requests such as certificates of insurance, policy changes, and endorsements.
• Update policy information and documents within NowCerts and AgencyZoom.
• Enter and track quote requests and deadlines.
• Pre-screen potential commercial clients, collect necessary quoting information, and schedule agent appointments.
• Follow up with clients to obtain missing information or additional required documents.

Requirements:

· Prior experience in commercial insurance (Property & Casualty strongly preferred)

· 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)