Renewal Brokerage Assistant

Renewal Brokerage Assistant

The Renewal Brokerage Assistant supports the brokerage team by managing policy renewals, maintaining client records, coordinating communications with carriers and clients, and ensuring a smooth renewal process. This role is critical in delivering exceptional customer service, maintaining compliance, and supporting revenue retention through efficient renewal management.

Key Responsibilities

• Track and manage upcoming policy renewals to ensure timely processing.
• Prepare renewal applications, proposals, and supporting documentation.
• Communicate with insurance carriers to obtain renewal quotes, endorsements, and policy information.
• Review renewal terms and identify discrepancies or missing information.
• Coordinate with brokers, account managers, and clients throughout the renewal cycle.
• Maintain accurate client records and documentation within agency management systems.
• Process policy changes, endorsements, certificates, and other administrative requests.
• Assist with invoicing, premium financing documentation, and payment follow-up as needed.
• Ensure compliance with company procedures, carrier guidelines, and regulatory requirements.
• Respond promptly to client inquiries and provide outstanding customer service.
• Generate reports and track renewal metrics to support business objectives.

Qualifications

• Associates degree required; bachelor's degree preferred.
• Previous experience in insurance, brokerage operations, customer service, or administrative support preferred.
• Knowledge of allied healthcare insurance products and renewal processes is an asset.
• Proficiency with Microsoft Office Suite and agency management systems.
• Strong organizational skills with the ability to manage multiple deadlines.
• Excellent verbal and written communication skills.
• High attention to detail and accuracy.
• Ability to work independently and collaboratively in a fast-paced environment.

Preferred Skills

• Property and Casualty insurance license must be obtained within 60 days of hire.
• Strong problem-solving and analytical abilities.
• Customer-focused mindset with a commitment to service excellence.