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, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com / legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and / or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here : jobot.com / privacy-policy