Insurance Specialist (Renewals)

Job Summary
The Insurance Specialist is responsible for managing and executing all processes related to auto policy renewals while supporting additional operational functions such as quoting, policy issuance, payments, and endorsements. This role plays a critical part in ensuring portfolio retention, policy continuity, and overall customer satisfaction by delivering accurate, timely, and high-quality service across all interactions.

Key Responsibilities
Manage the end-to-end renewal process, ensuring policies are reviewed, updated, and renewed accurately and on time.
Handle inbound and outbound communications with policyholders, providing guidance on coverage, renewals, quotes, and payment processing.
Prepare and issue renewal notices, quotes, and related communications, ensuring clarity, accuracy, and compliance with established timelines.
Proactively follow up on upcoming policy expirations to support customer retention and ensure continuous coverage.
Process endorsements and policy adjustments associated with renewals, tailoring coverage to meet client needs.
Provide policy documents, certificates, and related materials via email or mail, maintaining professional presentation standards.
Maintain and organize documentation, ensuring accurate recordkeeping and efficient workflow coordination with internal teams.
Support operational processes including quoting and policy issuance as needed, ensuring consistency and data accuracy.
Participate in the rollout of new products and system enhancements, including testing and validation of processes.
Educate clients on policy coverage, renewal changes, and insurance-related matters with a service-oriented approach.
Stay current on industry trends, regulations, and best practices to support informed decision-making.
Adhere to company policies, compliance standards, and ethical guidelines in all activities.
Contribute to ongoing initiatives and process improvements in a dynamic, growth-focused environment.

Qualifications & Requirements
Bachelor’s degree in Business Administration or a related field.
Minimum of 3 years of experience in the auto insurance industry or in a similar role, preferably focused on renewals.
Proficiency in Google Workspace and Microsoft Excel.
Fully bilingual in English and Spanish (written and verbal).

Equal Opportunity Employer / Disabled / Protected Veterans

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For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

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https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.