PIS Technician (Veterinary-Focused)

This role has an anticipated hire date of March 2026.

Your Impact: 

• 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. 

Successful Candidates Will Have:  

• 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