Insurance Coordinator for Small Business & Property Management Ad Hoc
I’m a small business owner seeking a detail-oriented, reliable professional to help me manage and oversee my business and property insurance policies. This is an ad hoc, part-time role that requires a mix of insurance knowledge, project management, and administrative coordination.
You’ll be responsible for:
Organizing and maintaining records of all insurance policies across business, property, and Automotive policies for my businesses.
Tracking renewal dates and ensuring timely renewals or evaluations
Comparing quotes, coverage, and exclusions from different carriers or brokers
Coordinating with insurance agents and brokers to request COIs, endorsements, and other docs
Assisting with claims submissions and follow-up when needed
Building a centralized insurance dashboard or log to keep all info current and accessible
You should have:
Experience with commercial and/or residential property insurance
Comfort communicating with brokers and understanding policy terms
Excellent organization and follow-up skills
Bonus: Familiarity with tools like Notion, Airtable, or Google Sheets
Duration:
Long Term Oversee/Management Of Ad Hoc
Location:
Remote (US-based or familiar with US insurance systems preferred)
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