PIS Insurance Technician – AVMA

Remote, USA • Full-time • Posted 2026-05-31

Maintains and updates log of all renewal PIS business within the team in the respective system: Quote Tracker and Synergy CRM.
Sends renewal solicitations to existing clients in a timely manner to facilitate successful renewals of PIS policies.
Determine proper renewal tract with carriers to each policyholder.
Handles communication with insurance carriers throughout the renewal process.
Creates Pearl branded quote documents and payment instructions for all PIS renewals.
Reviews and processes money mail orders for renewal business (checks for accuracy and completeness).
Sorts mail, indexes scanned mail and distributes to appropriate underwriter if necessary.
Issues policies and processes invoices to ensure payments to carriers are on time and in full.
Provides mid-term servicing of policies, including cancellations, reinstatements, and endorsements.
Facilitates communication with carriers regarding policy and coverage questions during and after the renewal process.
Participates in monthly team meetings and provides feedback on process improvements.

High school diploma or general education degree (GED).
1-3 months related experience and/or training; or equivalent combination of education and experience.
Some insurance knowledge and/or class work preferred (i.e., INS21, INS22, or INS23).
Knowledge of Microsoft Office products required.
Experience in the veterinary industry preferred.

Benefits:

Apply tot his job

Apply To this Job