Embroker

Operations

• Conduct policy administration tasks, including processing policy changes, endorsements, renewals, and carrier notices; generating and managing insurance documents; and reviewing premiums, commissions, fees, and related policy information for accuracy
• Respond to clients, partners, carriers, and internal inquiries clearly and professionally via phone, email, or chat
• Manage client support cases efficiently, ensuring all requests are tracked, resolved, and closed promptly
• Coordinate with insurance carriers and underwriters to obtain quotes, documentation, and resolve issues
• Support billing and payment processes, including addressing questions, entering data, and assisting with audits or collections
• Support compliance processes, including audits and surplus lines filing
• Ensure all activities comply with company policies and regulatory standards
• Perform other duties as assigned

Service Operations Associate