Insurance Associate

Savvital

. Review inbound prospect files, including payroll, revenue, employee counts, and operations .

Posted 9/15/2026full-timeIslamabad • PakistanJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in commercial insurance quoting and renewal processes, with proficiency in Vertafore QQCatalyst and a strong understanding of ACORD forms and compliance requirements. Capable of managing client information and coordinating with brokers to ensure efficient operations and client satisfaction.

Highest-signal resume keywords

Vertafore QQCatalyst ProficiencyCommercial Quoting ExperienceACORD Forms KnowledgeE&S Compliance UnderstandingHealth Census Data Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Commercial QuotingRenewal ManagementE&O ApplicationsD&O ApplicationsCyber Liability ApplicationsWorkers' Comp ApplicationsLoss Run ReviewData Hygiene ManagementClient File SetupOpen Enrollment Tracking

Soft Skills

CommunicationOrganizational SkillsAttention to DetailClient Relationship Management

Tools & Technologies

QQCatalystCarrier PortalsEFT/ACH Setup

Industry Keywords

P&C InsuranceProfessional LiabilityHealth InsuranceE&S DocumentationFraud Statements

About the role

Key responsibilities & impact

Review inbound prospect files, including payroll, revenue, employee counts, and operations
Compile and submit E&O, D&O, and Cyber Liability applications
Complete ACORD applications for Workers' Comp and general commercial P&C
Upload underwriting packets to carrier portals or underwriters and follow up on status daily
Monitor QQCatalyst alerts for accounts expiring in 60 to 90 days
Order and review loss runs and verify payroll, revenue, and property values
Coordinate with wholesale/surplus lines brokers on hard-to-place risks
Gather E&S documentation and fraud statements
Manage and update employee censuses for group health prospects and renewals
Run health insurance quote comparisons across carrier portals
Track open enrollment timelines and log plan/subsidy changes
Answer office phone calls
Collect new client information and set up client files
Check forms for missing details and send electronic welcome packets
Help the broker prepare for client meetings
Track renewal dates and send renewal notices
Collect updated client details and file updated forms
Follow up on pending documents
Maintain QQCatalyst data hygiene, including profiles, documents, effective dates, and communication logs
Send automated renewal reminders and chase missing underwriting information
Assist with renewal payment collection and EFT/ACH setup

Requirements

What you’ll need

2+ years supporting a US based independent insurance agency, with hands-on commercial quoting and renewal experience
Vertafore QQCatalyst proficiency required
Experience with major P&C, professional liability, and health carrier portals strongly preferred
Working knowledge of ACORD forms, loss runs, E&S compliance, cyber/professional supplements, and health census data

Benefits

Comp & perks

Internet allowance
Electricity allowance
Wellbeing allowance
Medical insurance
Performance-based bonuses
Annual increments
Company-wide success bonuses