Insurance Technician

Job Summary

Providing technical insurance support remotely, the full-time Insurance Technician will manage renewal processes, maintain logs, and facilitate communication with clients and carriers while ensuring timely issuance of policies and payments.

Key responsibilities

• Maintain and update logs of renewal PIS business in Quote Tracker and Synergy CRM
• Send renewal solicitations to clients and handle communication with insurance carriers during the renewal process
• Issue policies, process invoices, and provide mid-term servicing of policies, including cancellations and endorsements

Required qualifications

• High school diploma or GED
• 1-3 months of related experience or training, or equivalent combination of education and experience
• Some insurance knowledge or coursework preferred (e.g., INS21, INS22, INS23)
• Knowledge of Microsoft Office products required
• Experience in the veterinary industry preferred