Remarketing Specialist

Legacy Risk Solutions LLC•Alpharetta, GA

16h

About The Position

We are an independent insurance agency seeking a detail-oriented and motivated Insurance Processor / Remarketing Specialist to support Account Managers, agents, and internal teams through accurate policy processing, remarketing support, and client service. This position requires strong organizational skills, attention to detail, initiative, and the ability to work both independently and collaboratively in a fast-paced environment.

Requirements

High school diploma or equivalent required
Proficiency in Excel
Strong written and verbal communication skills
Excellent organizational skills and attention to detail
Ability to multitask, prioritize responsibilities, and meet deadlines with minimal supervision
Strong problem-solving and critical-thinking abilities
Strong customer service and professional communication skills
Self-disciplined with the ability to work independently while remaining team-oriented
Demonstrated initiative and ownership of responsibilities
Ability to maintain detailed records and organized documentation in a high-volume environment

Nice To Haves

Property & Casualty (P&C) license preferred; required within 90 days of employment
PowerPoint and Adobe experience are a plus

Responsibilities

Conduct comprehensive research using multiple data sources, including Epic, Redfin/Zillow, and tax assessor records, to ensure quote and policy accuracy
Review current insurance policies and work with multiple carriers to secure competitive and appropriate coverage options
Navigate carrier websites while staying current on underwriting guidelines and carrier appetites
Attend and coordinate with marketing representatives and carrier meetings as needed
Communicate effectively with remarketing teams, agents, and staff across multiple branches and states via Teams, email, and phone
Maintain and update client databases while verifying policy and account information
Process policy changes, endorsements, cancellations, audits, maintenance requests, and certificates within agency guidelines
Order MVRs, loss runs, and change requests as needed
Review endorsements and distribute policies for third-party checks
Escalate complex or premium-bearing changes and audits to Account Managers or Producers
Maintain organized activity logs, suspense reports, document storage, scanning, and recordkeeping
Create and maintain Excel spreadsheets, remarketing notes, and detailed quote documentation
Ensure accuracy in data entry while clearly communicating important policy details and updates to agents
Support and maintain remarketing workflow processes to streamline productivity and meet deadlines
Perform additional administrative and insurance-related duties as assigned