Insurance Policy Processing Assistant

Summary

We are looking for a skilled Insurance Policy Processing Assistant to join a U.S.-based insurance agency. This role is crucial in managing policy documentation, endorsements, and administrative tasks to ensure that all policy information is accurate and up-to-date within the agencys management systems. The position requires a detail-oriented individual with experience in the insurance industry, capable of handling documentation and data entry efficiently.

Key Responsibilities

• Process new policy documentation and updates
• Assist with endorsements and policy changes
• Review and organize insurance documents
• Maintain accurate client and policy records
• Update agency management systems and CRM tools
• Support internal teams with administrative policy servicing tasks

Required Skills

• Prior experience working with an insurance agency or brokerage
• Strong attention to detail and accuracy
• Experience handling documentation and data entry
• Strong written English communication
• Ability to follow structured processes and workflows

Preferred Experience (Nice to Have)

• Experience with insurance agency systems such as Applied Epic, AMS360, HawkSoft, or EZLynx
• Experience working with policy servicing, endorsements, or renewals