Job Title: Admin Assistant (Commercial insurance)
Location: Fully Remote, South Africa
Rate: $4.00 - $6.00 per hour based on experience
Schedule: Monday to Friday, U.S. business hours
Job Type: Part-Time to Start
Job Description
We are seeking a detail-oriented and experienced Commercial Insurance CSR to support day-to-day policy servicing, client communication, claims coordination, and agency management operations for commercial lines insurance accounts. This role is ideal for someone with prior experience working in the insurance industry, particularly in commercial lines servicing and customer support.
The ideal candidate has hands-on experience processing policy changes, endorsements, certificates, renewals, and claims follow-ups while maintaining excellent communication with clients and internal stakeholders. Familiarity with agency management systems such as Applied Epic or HawkSoft is highly preferred.
Requirements
- Previous experience in the insurance industry as a Commercial Insurance CSR or related role
- Hands-on experience processing endorsements, renewals, cancellations, policy changes, and COIs
- Experience handling commercial lines insurance accounts
- Strong understanding of insurance documentation and servicing workflows
- Experience using agency management systems such as Applied Epic, HawkSoft, or similar platforms
- Excellent written and verbal English communication skills
- Strong attention to detail and organizational skills
- Ability to multitask and work efficiently in a fast-paced environment
- Comfortable handling client inquiries regarding coverage, billing, claims, and policy servicing
- Proficiency in Microsoft Office and related administrative tools
- Ability to work independently in a remote environment
- Reliable internet connection and professional remote work setup
Preferences
- Experience supporting U.S.-based insurance agencies or brokerages
- Familiarity with commercial insurance policies and renewals
- Background in claims support and client account management
- Experience identifying coverage gaps and upselling opportunities
- Knowledge of policy documentation, evidence of insurance, and auto ID card issuance
- Strong customer service and phone support experience
- Experience working in remote insurance support environments
Responsibilities
- Process endorsements, policy changes, cancellations, and renewals accurately and efficiently
- Issue Certificates of Insurance (COIs), auto ID cards, and evidence of insurance documentation
- Maintain accurate policy records and documentation within agency management systems
- Client Support
- Handle incoming client inquiries regarding coverage, billing, claims, and policy questions via phone and email
- Provide professional and timely customer support while ensuring a positive client experience
- Follow up with clients regarding pending documentation, renewals, and policy updates
- Assist clients with reporting new claims and follow up on existing claim statuses
- Coordinate with carriers, internal teams, and clients regarding claims documentation and updates
- Maintain accurate records of claims-related communication and activity
- Maintain accurate client data and policy documentation within Applied Epic, HawkSoft, or similar systems
- Ensure all records, communications, and servicing activities are properly documented
- Support account management and operational workflows as needed
- Review renewals and existing client accounts to identify coverage concerns or upselling opportunities
- Assist with policy reviews and account servicing tasks to support retention and client satisfaction
- Collaborate with internal teams to ensure smooth servicing and operational efficiency
Successful candidates for this role are expected to possess the following attributes:
- Must have excellent English communication skills.
- Has the ability to complete projects in a timely manner and quickly adjust to changing circumstances and embrace new technologies, processes, or methods.
- Great logical and verbal reasoning skills.
- Exceptionally detail-oriented.
- Exceptional problem-solving and information-processing skills.
- Ability to think outside the box.
- A great work ethic and interest in learning new concepts and growing with the job.
- Ability to work both independently and as part of a team.
- Must have their own work device (preferably a desktop or laptop) and a stable internet connection.
- Must be comfortable with using a time-tracking software for payroll purposes.
- Must be willing to undergo a background verification check during the final stages of the hiring process.
Successful candidates for this role will be rewarded with the following benefits:
- A total of five paid vacation days per year (additional days can be taken unpaid).
- A 5% raise per year guaranteed (additional raises or bonuses may be given for outstanding performance).
- A paid 15-minute break for every 4 hours of work.
