Note: The job is a remote job and is open to candidates in USA. Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market. The P&C Wholesale Account Associate will provide administrative and operational support to senior underwriting and broker staff, ensuring accurate and timely completion of all marketing, service, data entry, and bind/post-bind tasks.
Responsibilities
- Enter and update account, quote, and policy information in the agency management system with a high degree of accuracy
- Accurately enter data received on applications into carrier online rating portals
- Ensure data integrity by following established naming conventions, coding standards, and documentation requirements
- Prepare, review, and process bind orders in coordination with the brokers and underwriters
- Complete post-bind tasks, Including policy issuance, endorsements and cancellations
- Confirm all required forms, signatures and documentation are complete
- Manage inbound calls, connecting customers and team members to ensure a seamless and positive experience
- Process mid-term changes, cancellations, reinstatements, and renewal documentation
- Track and follow up on outstanding carrier requests to ensure timely resolution
- Manage assigned task queues to ensure brokers/underwriters receive timely support
- Assist in preparing quote proposals, summaries, and market comparison documents when needed
- Ensure compliance with carrier and regulatory documentation requirements
- Communicate with carrier and retail agent partners
- Respond to requests for missing or corrected information promptly
- Provide administrative support to the business unit as needed
Skills
- Bachelor's degree preferred
- Minimum of 1 year of underwriting or related insurance experience required
- Must have Property & Casualty Brokers License
- Strong customer service experience
- Proficiency in Microsoft Office Suite and ability to quickly learn industry-specific software
- Ability to work collaboratively with team members and other departments
- Strong desire to learn, explore new ideas, and seek out new knowledge
- Ability to be flexible, embrace change, and quickly pivot in response to shifting priorities
- CPCU, CIC, CRIS, etc. a plus
Benefits
- Comprehensive medical, dental and vision insurance
- 401(k) plan with match
- Paid time off
- Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows
- Professional development opportunities
- Owner Referral Program
- Work from home reimbursement for remote/hybrid roles
- Canary emergency financial assistance program
- Comprehensive medical, dental, vision
- Life/AD&D Insurance
- Confidential, Employee Assistance Program
- Health Savings Account, includes company contribution
- Short-term disability
- Voluntary benefits - supplemental accident, critical illness, hospital insurance
- Employee discounts
- Addition Wealth Financial Wellness Program
- Various Time Off Programs
- 11 company paid holidays
Company Overview
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