US Insurance Operations Assistant (Personal Lines | UHNW | Remote | 9AM–6PM EST / 6:30PM–3:30AM IST) | Immediate Joiner

⚠️ PLEASE READ BEFORE APPLYING

• Only apply if you have 5+ years of experience working directly with US insurance companies (personal lines - home, auto, umbrella, UHNW carriers)
• Do NOT apply if your experience is in Star Health, HDFC ERGO, or any Indian insurance company - your application will not be considered
• Do NOT apply if your notice period is more than 1 week - we need immediate joiners only
• This is a pure operations/admin support role - there are no sales targets, no incentives, no business development KPIs
• This is a fully remote role - US EST hours: 9 AM – 6 PM EST (6:30 PM – 3:30 AM IST)

About the Company

Its a US-based Private Client Risk Advisory firm specializing in high-net-worth personal lines insurance for affluent US families. We work with premier US carriers including Chubb, PURE, AIG Private Client Group, Berkley One, and Cincinnati Insurance.

We are hiring 2 US Insurance Operations Assistants to support respective Business Managers. These are two distinct roles - one focused on front-end quoting and carrier submissions, one focused on back-end follow-up and client coordination - but both require the same foundation: strong US personal lines insurance knowledge and excellent English.

Role 1 - Front-End: Quoting & Carrier Submissions Assistant

You will handle the front-end insurance workflow - pulling quotes, submitting applications to carriers, preparing coverage comparisons, and supporting the proposal process.

Day-to-day responsibilities:

• Obtain quotes from US personal lines carriers (Chubb, PURE, AIG, Berkley One, Cincinnati, and others) for home, auto, umbrella, and specialty coverages
• Prepare coverage comparison summaries and proposal documents for the senior advisor to present to clients
• Submit new business applications and renewal packages to carrier underwriting portals
• Track submission status and quote turnaround times across multiple carriers
• Coordinate inspection requirements, replacement cost valuations, and underwriting documentation
• Maintain accurate records in the agency management system

You must have:

• 5+ years of US personal lines insurance experience - quoting, submissions, and carrier portal operations
• Hands-on experience with HNW carriers (Chubb, PURE, AIG Private Client, or similar) preferred
• Strong working knowledge of home, auto, umbrella, and personal articles policies under US insurance standards
• Excellent written and verbal English - you will be drafting carrier correspondence independently
• Proficiency with agency management systems, Hubspot and Microsoft Office

Role 2 - Back-End: Client Follow-Up & Account Servicing Assistant

You will handle the back-end account management workflow - following up with clients and carriers, tracking outstanding items, processing policy changes, and keeping everything moving.

Day-to-day responsibilities:

• Follow up with clients on outstanding documents, signatures, underwriting requirements, and renewal decisions
• Liaise with carrier underwriters and marketing reps to track policy issuance, endorsements, and open items
• Process policy changes, endorsements, certificates, billing inquiries, and coverage updates
• Send renewal reminders and coordinate next steps with clients and the internal advisory team
• Draft and send professional client-facing emails on behalf of the senior advisor
• Maintain the pipeline tracker - flag overdue items before they become critical
• Keep all client files, policy records, and correspondence organized and audit-ready in the agency management system

You must have:

• 5+ years of US personal lines insurance experience - account servicing, policy administration, or client coordination
• Experience handling direct communication with US-based clients and/or carriers
• Excellent written English - client emails must be professional and polished
• Strong organizational skills - managing multiple accounts and deadlines simultaneously
• Proficiency with agency management systems, Hubspot, CRM tools, and Microsoft Office