Document Admin

A bit about us:
The Personal Lines Policy Specialist will support clients and partner agencies by managing personal insurance policies, renewals, and new business. This role involves working with multiple carriers, ensuring compliance, and delivering a high-quality service experience.
Why join us?
Work from Home
401K with company match.
Paid Time Off.
Group health insurance with company contribution.
Short- & long-term disability, vision insurance, and term life
Job Details
Key Responsibilities:

• Conduct policy reviews (renewals and mid-term), including coverage counseling, RCE updates, and endorsements.
• Manage new and existing client sales, quoting through raters and carrier portals.
• Cross-sell and account round opportunities.
• Handle brokered/excess line renewals (documents, payments, bind requests).
• Maintain accurate client files within the agency management system.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.