Job Overview

Our client is looking for an Insurance Policy Renewal Specialist who will serve as the backbone of client retention and policy management, taking ownership of complex renewal workflows during one of the busiest periods in the insurance industry. Working directly with an experienced agency owner, you will navigate carrier systems, research property data, re-quote policies facing non-renewal, and ensure every account is thoroughly reviewed and accurately processed. This is a high-volume, fast-paced role where your insurance knowledge and critical thinking will directly impact client satisfaction and agency revenue.

Client Overview

Our client is an established independent insurance agency serving New Mexico for 28 years. With a small, experienced team handling thousands of policies across home and auto insurance, they work with major carriers like Travelers and Progressive to provide personalized coverage solutions in a rapidly changing market.

Schedule

• Monday - Friday, 9:00 AM - 6:00 PM Mountain Time (MT) (40 work hours per week)

Responsibilities

• Process home and auto insurance renewals by researching policy documents, pulling county assessor data, and re-marketing accounts with carrier systems
• Navigate the EZLynx agency management system to review accounts, update coverage details, and prepare quotes for licensed agents to present
• Conduct courtesy calls and send text messages to clients for billing reminders and payment collection
• Re-quote policies that have received non-renewal notices by comparing carrier options and entering updated information
• Review entire client accounts holistically when any single policy requires attention, ensuring nothing is overlooked
• Research and resolve coverage discrepancies using county websites, carrier portals, and internal documentation
• Maintain accuracy and efficiency in a high-volume environment where speed and precision are equally critical
• Ask clarifying questions when needed while demonstrating independent problem-solving and resourcefulness

Requirements

• Proven experience in insurance back-office support or policy servicing
• Familiarity with agency management systems, ideally EZLynx or similar platforms used by independent agencies
• Working knowledge of major carriers such as Travelers, Progressive, or comparable insurers
• Demonstrated ability to navigate multiple systems simultaneously and locate information quickly
• Strong critical thinking skills with the ability to handle unique policy situations without step-by-step instructions
• High attention to detail with a track record of producing accurate work in fast-paced environments
• Excellent communication skills for client interaction via phone and text

Nice to Have

• Bonus if you have experience with home insurance renewals and wildfire zone underwriting
• It helps if you have worked in states experiencing hard market conditions or high non-renewal activity
• Bonus if you are comfortable using county assessor websites and public records for property research

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations
• Enjoy consistent, predictable hours with no weekend or evening work
• Receive hands-on training and open communication with leadership that values questions and collaboration
• Build a career in a growing agency expanding its team during a critical market period
  

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be determined by your performance during the application process; submissions that meet all requirements will receive priority review.