Insurance Management Specialist

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• Proactively support Brokers with policy management, proposal preparation, and presentation materials.
• Perform clerical and administrative functions including document preparation, scanning, filing, and word processing.
• Prepare, issue, and reconcile client invoices; identify and resolve billing discrepancies.
• Assist with coverage questions and program adjustments to ensure policies remain accurate and up to date.
• Build and maintain strong working relationships with clients and internal team members.
• Support underwriting and claims-related services, particularly within Property & Casualty insurance.
• Enter and maintain policy data, client demographics, renewals, and documentation under appropriate supervision.

• Minimum of 5 years of experience in account management or insurance support roles
• Insurance industry experience, preferably Property & Casualty
• Experience Supporting Underwriting And/or Claims Functions
• Strong organizational, documentation, and billing support skills
• Ability to work in a hybrid environment (3 days onsite)

• College degree
• Experience supporting program expansion initiatives