Insurance Transactions Processor

Persona is a recruiting and staffing company that hires exceptional people from 98 countries into full-time, long-term remote roles with the most ambitious companies on earth.

Our clients include Fortune 500 enterprises, fast-growing startups backed by Sequoia, Founders Fund, and Andreessen Horowitz, and high-performing companies of every size in between. We offer roles in project management, operations, finance, design, marketing, customer success, and more. Every hire is for a specific open position: one person, one dedicated client, built to last.

Every offer we make is for an open role with a single client — the kind of role that's almost impossible to find on your own: industry-leading pay set against your experience and skill, real career growth, and a stable seat at a serious company, working from home, anywhere in the world.

Persona was founded in 2018 by two Stanford graduates on a simple idea: talent is everywhere, but opportunity isn't. By recruiting globally for specific client roles, we've grown into one of the fastest-growing companies in the global staffing industry. Every applicant goes through the same steps, and each one is designed to let you show what you can actually do.

We hire people who care about the craft of their work, take ownership without being asked, and want to build a career rather than just hold a job. If that's you, and one of our open roles fits, we'd like to meet you.

Role Summary

We are hiring an Insurance Transactions Processor to serve as the operational backbone of an independent U.S. insurance agency. Speed and accuracy are the core of this role. You will process personal lines insurance documents end-to-end — applications, binders, endorsements, renewals, remarkets, cancellations, and mortgagee changes — while maintaining clean digital files and supporting the agency's Producers and Customer Service staff.

This role is back-office and processing-led. You earn your keep by clearing a high volume of transactions cleanly the first time and proactively communicating with staff and carriers to verify data when something looks off. Ideal candidates are fast, accurate, calm under volume, and energized by the rhythm of clean execution.

Key Responsibilities

Policy Processing

• Process applications, binders, endorsements, renewals, cancellations, and mortgagee changes across personal lines policies

• Ensure all changes are accurately documented and transmitted to the appropriate insurance carriers

• Handle remarkets: pull comparative quotes, prepare documentation, and route to Producers and CSRs for review

• Submit and follow up on documents required by underwriting

File Maintenance & Verification

• Check policy documents and submissions for errors, inconsistencies, and missing information; correct or escalate as appropriate

• Organize digital files and attach all supporting documentation to the corresponding records in the agency management system

• Maintain detailed transactional notes (activities, attachments, status updates) so any teammate can pick up a file mid-stream

• Audit recently processed transactions for accuracy and flag systemic issues

Internal and External Communication

• Proactively communicate with internal staff (Producers, CSRs, agency leadership) to confirm details and retrieve missing information

• Communicate directly with carriers to clarify underwriting questions, confirm receipt, and resolve discrepancies

• Coordinate mortgagee changes with lenders and loss-payee parties

• Provide timely status updates on in-flight transactions

Required Qualifications

• 2+ years of experience in an insurance processing, agency operations, or insurance back-office role

• Direct experience with personal lines insurance (auto, home, renters, umbrella, and related personal lines products), including processing applications, binders, endorsements, renewals, and mortgagee changes

• Hands-on experience with an agency management system (AMS360, Applied Epic, EZLynx, HawkSoft, QQCatalyst, or similar)

• Familiarity with carrier portals and standard personal lines carriers (Progressive, Travelers, Safeco, Nationwide, Liberty Mutual, or comparable)

• Demonstrated ability to combine speed and accuracy in a high-transaction-volume environment

• Strong attention to detail with a high standard for accuracy

• Strong critical thinking and problem-solving skills

• Excellent organizational and time-management skills; able to manage multiple tasks and assignments in parallel

• Strong interpersonal skills (oral and written)

• Ability to embrace change and work in a fast-paced environment

• Fully fluent in English

• Ability to work U.S. business hours (PT, CT, or ET)

• Ability to commit long-term and full-time

Preferred Qualifications

• Active Property & Casualty (P&C) insurance license, or willingness and ability to obtain one

• Experience at an independent insurance agency (vs. captive or direct writer)

• Multi-state personal lines processing experience

• Familiarity with comparative raters (EZLynx Rating, PL Rating, Quomation, or similar)

• Experience processing mortgagee changes and coordinating with lenders or loss payees

• Familiarity with insurance documentation standards (ACORD forms)

• Bachelor's degree or relevant industry coursework

Tools & Technologies

• AMS360, Applied Epic, EZLynx, HawkSoft, QQCatalyst, carrier portals (Progressive Agent, Travelers Agent, Safeco Now, Nationwide Express), comparative raters, ACORD forms, DocuSign, Microsoft Office, Google Workspace, Slack, Zoom

Core Competencies

• Fast and accurate; treats clean execution as the craft

• Detail-driven across documents, system entries, and carrier submissions

• Operational backbone mindset: makes the team around them faster

• Calm and consistent under high transaction volume

• Proactive communicator; surfaces issues before they escalate

• Highly organized across many concurrent files and deadlines

• Embraces process and repeatable workflows

• Professional in tone with both internal teammates and carrier reps

What We Offer

• Best salaries in the industry

• Work from anywhere permanently

• Opportunities for growth and advancement

• A fast-paced and collaborative environment

• A warm, people-first company culture

• Get paid in your currency of choice

• Additional benefits

This is a full-time, long-term remote position dedicated to one client company. Persona provides onboarding and ongoing employment support for this position.