Property & Casualty Insurance Analyst

About Company:

Our client is a leading outsourcing partner specializing in mortgage, banking, and insurance operations. With a strong presence in the U.S, India, and the Philippines, they leverage technology and skilled talent to drive efficiency and transformation

An Ideal Candidate:

The ideal candidate will support policy servicing and quality assurance functions for a U.S.-based Property & Casualty (P&C) insurance agency. The role involves managing policy lifecycle servicing tasks within the EPIC agency management system, assisting with renewals and policy changes, and supporting quality assurance activities such as call monitoring, compliance reviews, and reporting analytics

Key Competencies:

1) Update and maintain risk address information within the EPIC policy servicing module.

2) Validate insured information and supporting documentation before system updates.

3) Ensure updates comply with agency and carrier servicing standards.

4)Maintain accurate documentation and audit trails within the agency management system.

5) Identify renewal policies exceeding the defined premium increase threshold (e.g., $250).

6) Conduct remarketing activities by obtaining comparative quotes through carrier portals.

7) Evaluate alternative coverage options and prepare renewal comparison summaries.

8) Document renewal review activities and update EPIC accordingly

9)Review carrier cancellation notifications related to underwriting decisions (UNDD)

10)Identify opportunities for cross-selling additional insurance lines to strengthen account coverage