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HomeServices of America · 1 day ago

Insurance Expiration Analyst

New Brighton, MN

Full-time

Onsite

Entry, Mid Level

$26.44/hr - $36.04/hr

2+ years exp

HomeServices of America is focused on safeguarding agency retention by managing policy expirations and renewals. The Insurance Expiration Analyst plays a critical role in monitoring expiration reports, collaborating with account managers, and resolving premium payment issues to ensure timely renewals and prevent lapses in coverage.

FinanceReal EstateReal Estate Brokerage

Diversity & Inclusion

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

Qualification

Applied EpicP&C insurance knowledgeData analysis toolsMicrosoft Office SuiteAnalytical mindsetMulti-taskingCustomer serviceProfessional developmentTime managementCommunication skillsDetail-orientedProblem-solvingTeam collaboration