Onboarding & Support Specialist

About Us:

Prizm Insurance is the first and only digital insurance brokerage that caters to the needs of all US households.  We deliver exceptional service and customized coverage to protect our clients' valuable assets. Founded by a lifelong insurance-industry veteran who saw a better approach than the highly manual, slow, frustrating process offered by large brokers, Prizm makes personal-lines insurance straightforward for clients and the wealth managers who refer them to us.

Job Description:

We are seeking a motivated and detail-oriented Onboarding & Support Specialist. This role is critical in providing support for Prizm’s clients during initial onboarding, along with support to internal teams for both new business and existing client-service needs. The ideal candidate will have extensive experience in the personal-lines space, with a deep understanding of both admitted and excess and surplus lines carriers. This person also must be tech savvy, nimble, and energized by working in a dynamic environment. 

Key Responsibilities:

• Independently lead the onboarding process for Prizm clients from start to finish. This includes the following: 
• Reviewing accepted client proposals
• Creating an onboarding form and communicating directly with each client to gather final details needed to issue new policies
• Updating carrier systems to include all necessary information
• Sending requests to underwriters or automatically issuing policies (carrier dependent)
• Once policies are issued, ensuring that all new policy documents are uploaded into the client’s portal; send each client a welcome letter and provide access to the client portal.
• Work collaboratively with leadership to continue to improve the onboarding process through technology and workflows 
• Aid in service-related inquiries from clients
• Aid in quoting and proposal preparation on an as-needed basis. 

Qualifications:

• Minimum of 2 years of experience in personal lines insurance.
• Bonus if you have familiarity with both admitted and excess and surplus lines carriers and quoting systems, particularly Cincinnati, Pure, Berkley One, and Vault.
• Comfort engaging directly (via email, video call, and phone) with insurance clients, for all service needs. 
• Tech savvy, with the ability to learn new systems quickly
• Excellent communicator: written and verbal communications are timely, concise, informative, and professional.
• Comfortable with constantly evolving technology and business workflows. 
• Exceptional attention to detail and organization.
• Ability to work collaboratively with sales teams and other stakeholders.

Compensation & Benefits:

• Competitive salary ($85,000-$100,000)
• Remote-first environment: work wherever you want
• High-trust culture, no micromanagement 
• Comprehensive benefits package, including health, dental, and vision insurance
• Opportunity to be one of the first employees (with equity!) at a high-energy brokerage disrupting the high-net-worth insurance industry

Prizm is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for every employee.