Teams at INSURICA, Inc.

Assists commercial insurance account managers with customer service, policy endorsements, certificates, invoices, cancellations, new and renewal business processing, application and proposal preparation, rating, data entry, and client file maintenance. The role requires accurate transaction processing, knowledge of commercial underwriting and coverage, effective communication, confidentiality, and participation in training to maintain licenses and insurance expertise.

Manages personal insurance accounts by servicing coverage changes, quoting policies, processing renewals, remarketing accounts, soliciting additional coverage, and generating new business. Explains coverage and exclusions, maintains client and underwriting records, handles cancellations and billing transactions, follows up on outstanding items, and coordinates referrals to commercial and employee benefits departments. Requires insurance product knowledge, strong communication and organization, Microsoft Office proficiency, and applicable state licensing.

Coordinate advisors’ calendars, meetings, client appointments, training sessions, webinars, travel, expenses, presentation materials, records, and action-item follow-up. The role supports multiple professionals, maintains administrative systems, assists with operational initiatives, and ensures deadlines are met. Success requires strong organization, initiative, accountability, independent remote work, adaptability, problem-solving, and reliable internet access.