Insurance Expiration Analyst

Description

• Establish and maintain positive and productive work relationships with all staff, customers and business partners.
• Manage dedicated workflows to ensure all policy changes are documented accurately, including Broker of Record changes, cancellations (non-payment or other reasons), non-renewals, and reinstatements.
• Act as a liaison between brokers, agents, and internal teams to resolve deficiencies and manage reinstatements or cancellations.
• Update Applied Epic to reflect accurate policy status upon expiration, renewal, or cancellation.
• Provide clear, timely updates to stakeholders regarding policy status and retention risks.
• Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.
• Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
• Communicate with producers regarding first-year policies at risk of cancellation to prevent lapses in coverage.
• Work with the data services team to track and report agency retention metrics, including client, policy, and premium retention.
• Identify trends and provide insights to improve renewal success rates.
• Monitor and analyze expiration reports to identify policies at risk of non-renewal.
• Collaborate with client service team members to resolve non-payment issues directly with clients.
• Partner with account managers to prioritize and facilitate timely renewals.

Requirements

• Exceptional verbal and written communication for interacting with brokers, agents, and internal team members.
• Detail-oriented with strong time management and the ability to handle multiple priorities concurrently while meeting deadlines.
• Active P&C Insurance Agent License required
• 2+ years’ successful personal lines insurance sales experience.
• Proficiency in Microsoft Office Suite and familiarity with data analysis tools.
• Understanding of P&C insurance lines and applicable laws
• Associate degree or equivalent work experience and knowledge; bachelor’s degree preferred.
• Excellent knowledge of Applied Epic required
• Strong analytical mindset with a passion for numbers, reporting, and process improvement.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance