Insurance Workflow Associate

Summary

Are you a detail‑oriented insurance professional who loves organization and knows the "ins and outs" of agency workflows? We are looking for a tech‑savvy Routing Specialist to serve as the air traffic controller of our agency’s communications. In this role, you won’t just be moving paper; you’ll be ensuring our client data is seamless, our follow‑ups are airtight, and our carrier communications are handled with precision.

• Workflow Management:
  Receive, sort, and route all incoming electronic and physical mail.
• System Integration:
  Upload, attach, and meticulously document communications within our Agency Management System (AMS).
• Task Optimization:
  Set up and assign appropriate follow‑up activities to ensure no client request or policy update falls through the cracks.
• Carrier Liaison:
  Monitor and manage various carrier dashboards, handling digital communications and ensuring agency records match carrier data.
• Quality Control:
  Review incoming documents for accuracy before routing to the appropriate production or service teams.
• Perform other duties as assigned.

• Minimum of 2+ years in the insurance industry.
• Must hold an active 20-44 (Personal Lines) or 220 (General Lines) License.
• Proficiency with Agency Management Systems and a comfort level navigating multiple carrier portals simultaneously.
• An eagle eye for and attention to detail—you understand that a misplaced or missed attachment matters.
• You understand that your speed and accuracy directly impact on the success of the sales, service, processing, and renewal teams.
• Communicates Proactively:
  You don’t just flag an issue; you work with the team to resolve it.
• Teamwork:
  Contributes to building a positive team spirit.