Insurance Associate

🔥 12 hours ago

🇵🇪 Peru – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

🚫👨‍🎓 No degree required

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Savvital

WebsiteLinkedInAll Job Openings

51 - 200 employees

🏗️ Construction

🏠 Real Estate

🛡️ Insurance

Construction • Real Estate • Insurance

Savvital is a forward-thinking organization that provides diversified services to small and medium-sized businesses in the international market. The company specializes in real estate, mortgage, general business, insurance, and construction, enabling clients to build their future through customized solutions. Savvital's mission is to offer affordable options through strategic task delegation, helping companies grow while emphasizing a human touch in their operations.

📋 Description

• Navigate and maintain client accounts, policy files, activity logs, and documentation within Applied Epic • Prepare, issue, track, and follow up on certificates of insurance, including high-volume requests • Process policy endorsements and update client and policy information • Gather information, coordinate with carriers, obtain quotes, and assist with insurance proposals • Monitor upcoming renewals and conduct proactive client outreach • Gather updated renewal information, coordinate with carriers, and maintain renewal documentation • Maintain organized digital records and manage insurance documents • Use Applied Epic reporting and activity-tracking features • Manage calendars, schedule appointments, track outstanding tasks, and coordinate follow-ups for producers and account managers • Respond to client inquiries and coordinate service requests • Manage multiple requests and deadlines while maintaining accuracy and client service standards

🎯 Requirements

• Demonstrated intermediate to advanced proficiency in Applied Epic • Practical, day-to-day experience using Applied Epic in a professional insurance agency environment • Hands-on experience managing client records, policy files, activity logs, and insurance documentation within Applied Epic • Working knowledge of certificate issuance, certificate holder management, endorsements, renewals, and policy servicing workflows • Experience with insurance quoting, re-quoting, carrier coordination, and proposal preparation • Understanding of Property & Casualty (P&C) insurance operations • Strong organizational skills and ability to manage high-volume requests and competing priorities • Excellent verbal and written communication skills, particularly with clients and insurance carriers over the phone • Strong attention to detail and commitment to accurate policy records and documentation • Ability to work independently, track follow-ups, and meet deadlines in a fast-paced environment • Previous experience supporting US-based P&C insurance agencies preferred • Experience handling high-volume COI requests and managing certificate holders in Applied Epic preferred • Familiarity with Applied Epic reporting, document management, and renewal activity tracking preferred • Previous administrative and operational support experience for insurance producers or account managers preferred

🏖️ Benefits

• Premium Internet allowance • Electricity allowance • Wellbeing allowance • Annual performance-based increments • Structured career progression • Individual performance-based bonuses • Team-based target bonuses