Candidate shall be working closely with U.S based producers and Client Service Representatives to ensure timely, accurate & professional handling of all client and carrier-facing documentations. Role & responsibilities Commercial Submission Processing Review insurance submissions for completeness (ACORDs, loss runs, supplements). Enter client data into CRM (e.g., named insured, FEIN, class codes, payroll). Submit cases to designated carriers using portals or email as instructed. Log all submissions and communications into the CRM with appropriate time stamps. Certificates of Insurance (COIs) Generate COIs using Empire-approved templates or carrier portals. Verify policy status, coverages, and additional insured endorsements. Email finalized certificates to CSR/producer and log issuance in CRM. Policy Changes & Endorsements Receive endorsement/amendment instructions from CSRs. Verify details and submit requests to carriers. Track status, log activity in CRM, and notify CSRs upon completion. Renewal Processing Monitor 90-day renewal timelines and track expiring accounts. Request quotes, update policy data, and prepare renewal comparisons. Coordinate remarketing efforts when needed. Loss Runs & Supplemental Documents Upload and label documents accurately (e.g., LossRuns_2019-2023). Flag missing years or gaps and notify the CSR. Perform loss pick analysis when required. Cold Calling Support Make 75 -100 calls daily to independent agencies (Trusted Choice database). Qualify leads, educate brokers about PEO services, and refer to U.S. Producers. Log call notes in CRM and send lead referral emails using approved templates. Required Skills Excellent written and spoken English communication Attention to detail and organizational accuracy Familiarity with CRM systems and document management Strong time management and task tracking Ability to follow SOPs and escalate unclear requests Desired profile a) Fluent in English to call U.S customers and employees. A candidate studied in English medium school through out. b) Ready to work in U.S Shift timings c) Flexible & Trainable Preferred candidate profile i) Having worked for United States Insurance product.