Insurance Expiration Analyst

HomeServices of America•New Brighton, MN

12d•$26 - $36

About The Position

Plays a critical role in safeguarding agency retention by proactively managing policy expirations and renewals. Monitors expiration reports, identifies policies at risk of non-renewal, and collaborates with account managers to ensure timely renewals. Works closely with client service teams to resolve premium payment issues and communicates with producers regarding first-year policies at risk of cancellation.

Requirements

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

Responsibilities

Monitor and analyze expiration reports to identify policies at risk of non-renewal.
Partner with account managers to prioritize and facilitate timely renewals.
Update Applied Epic to reflect accurate policy status upon expiration, renewal, or cancellation.
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.
Collaborate with client service team members to resolve non-payment issues directly with clients.
Communicate with producers regarding first-year policies at risk of cancellation to prevent lapses in coverage.
Act as a liaison between brokers, agents, and internal teams to resolve deficiencies and manage reinstatements or cancellations.
Provide clear, timely updates to stakeholders regarding policy status and retention risks.
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.
Perform any additional responsibilities as requested or as needed to fulfill the purpose of the job.