Commercial Lines Insurance Specialist (Risk Team Support Member)
Core
Support a U.S. commercial insurance brokerage by managing the full lifecycle of commercial Property and Casualty (P&C) accounts, including renewals, policy placements, documentation, and billing.
Role type
Commercial Lines Insurance Specialist (Risk Team Support)
Builds
Commercial P&C insurance policies and administrative workflows for U.S. brokerage clients
Domain
U.S. Commercial Insurance (Property & Casualty)
Required skills
Commercial P&C insurance renewals, policy placement workflows, Certificates of Insurance (COIs), ACORD forms, insurance billing and premium audits, carrier portal navigation, stakeholder coordination
Preferred skills
Specialty lines experience, Broker Buddha platform, loss runs tracking, Statements of Values (SOVs), AI-powered tools, process improvement
Technologies
Insurance carrier portals, brokerage platforms, digital tools
Responsibilities
Support commercial P&C insurance renewals and placement activities; Assist with insurance applications, quote requests, and policy bindings; Generate and process Certificates of Insurance (COIs); Manage policy servicing, endorsements, and account maintenance; Process insurance payments, billing, and premium audits; Coordinate with carriers, underwriters, and brokers; Maintain accurate client records and documentation
Seniority
Mid-level, hands-on IC