P&C Associate
Core
Operational and administrative support for retail agents and underwriters, processing policy documentation and transactions to ensure workflow efficiency and customer service.
Role type
Property & Casualty Associate
Builds
Policy documentation, binders, and transaction processing for retail agents
Domain
Insurance (Property & Casualty)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Policy processing, proofreading, MS Office Suite, multitasking, confidentiality
Preferred skills
Bilingual, Associate or bachelor's degree in business/finance
Technologies
MS Office Suite
Responsibilities
Process and upload policies, endorsements, renewals, and cancellations; Prepare and issue binders; Review and execute suspense items; Assist with rating and endorsements; Provide customer service via phone and email; Issue Notices of Cancellation; Maintain organized records; Ensure compliance with audit standards.
Seniority
Entry-level to Mid-level (1-3 years experience)