12/08/2025
Purpose of Job
Plays a critical role in safeguarding agency retention by proactively managing policy expirations and renewals. Monitors expiration reports, identifies policies at risk of non-renewal, and collaborates with account managers to ensure timely renewals. Works closely with client service teams to resolve premium payment issues and communicates with producers regarding first-year policies at risk of cancellation.
Job Duties and Responsibilities (Essential Job Functions)
Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations.
Expiration Management & Renewal Facilitation ( 50 - 60 %)
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...
HomeServices Insurance
New Brighton, MN, USA
Full Time
