Insurance Associate – US Agency Support

About the role

Savvital is looking for a detail-oriented, proactive Insurance Associate to support the day-to-day operations of a US-based insurance agency. The role combines commercial insurance quoting, policy renewals, health insurance administration and office support, and suits someone who enjoys a fast-paced environment with many priorities. The ideal candidate has experience supporting US insurance agencies and strong organisational skills.

Key responsibilities

• Review inbound prospect files (payroll, revenue, employee counts, operations) and compile and submit E&O, D&O and Cyber Liability applications, plus ACORD applications for Workers' Comp and general commercial P&C.
• Upload underwriting packets to carrier portals or underwriters and follow up on daily status.
• Handle commercial P&C and surplus lines renewals: monitor the QQCatalyst alert dashboard for accounts expiring in 60 to 90 days, order and review loss runs, verify payroll, revenue and property values, and coordinate with brokers on hard-to-place risks.
• Manage group and personal health insurance: update employee censuses, run quote comparisons across carriers, track open enrollment and log plan and subsidy changes.
• Office and client administration: answer calls, collect new client information, check forms, send welcome packets, help brokers prepare for client meetings, and track renewal dates and notices.
• Maintain QQCatalyst data hygiene, send automated renewal reminders, chase missing underwriting information, and assist with renewal payments and EFT/ACH setup.

Required profile

• 2+ years supporting a US-based independent insurance agency, with hands-on commercial quoting and renewal experience.
• Experience with major P&C, professional liability and health carrier portals strongly preferred.

Required skills

• Proficiency with Vertafore QQCatalyst (required).
• Working knowledge of ACORD forms, loss runs, E&S compliance, cyber/professional supplements and health census data.

What we offer

• Market-competitive base salary.
• Allowances for internet, electricity and wellbeing.
• Medical insurance.
• Performance-based bonuses, annual increments and company-wide success bonuses.