Assistant Account Success Specialist

Assistant Account Success Specialist (Up to ₱40K | Work-from-Home | FREE AI Certification)

Philippines | Work-from-Home | 11:00 PM–8:00 AM PH Time | Monday–Friday

You own a defined slate of account operations tasks — accurate data entry, certificate intake, carrier document processing, and renewal support — that keep a U.S. insurance brokerage's client servicing engine running on time. Your work follows established workflows in Applied Epic, carrier requirements, and turnaround standards aligned with client expectations.

This is not a generalist admin role. You operate within structured queues, coordinate with carriers and internal account teams, and are trusted to deliver accurate, deadline-driven output across overlapping requests. Best suited for professionals who thrive in detail-heavy environments, value process discipline, and prefer clear quality standards over ambiguity.

You're Likely a Strong Fit If You Have

• 2+ years in insurance account support, policy administration, certificate processing, or U.S./AU/UK account servicing operations
• Hands-on experience with Applied Epic, AMS360, EPIC, Sagitta, or a comparable agency management system
• Demonstrated proficiency in Microsoft Office (Word, Excel, Outlook) and PowerPoint slide editing, formatting, and content structuring
• Experience producing Certificates of Insurance (COIs), Vehicle ID cards, or carrier documentation against defined turnaround windows
• Willingness to work a permanent night shift (11:00 PM–8:00 AM PH Time) aligned with U.S. business hours from a stable home-office setup

Strong Signals

• Prior experience supporting a U.S.-based insurance brokerage, agency, or carrier
• Working knowledge of commercial lines (P&C) workflows — renewals, endorsements, COIs, and auto ID cards
• Experience with proposal preparation, RFP responses, or formatting client-facing presentations
• Familiarity with carrier portals, document management systems, and policy data sources
• Comfort using AI tools to accelerate document review, drafting, and quality checks

Responsibility Pillars

Data Management & Carrier Documentation

You own the accuracy of client data and carrier records that account managers rely on every day.

• Input and update client data in Applied Epic with high accuracy
• Process incoming carrier documents and route them to the right account team
• Maintain naming conventions, file structures, and version control
• Flag discrepancies before they reach the account manager

Certificate & Policy Operations

You handle the steady flow of certificate, ID card, and renewal requests that keep clients compliant and covered.

• Prepare and issue Certificates of Insurance based on policy data and holder requirements
• Process Vehicle ID card requests within defined turnaround windows
• Verify policy details against source documents before issuance
• Drive renewal support tasks including data refresh, document gathering, and carrier coordination

Reporting & Presentation Support

You convert raw policy and account data into clean reports and client-ready slides.

• Maintain spreadsheets, trackers, and recurring reports
• Update and format PowerPoint presentations to current brand and content standards
• Structure information clearly and logically for account reviews and proposals
• Incorporate feedback from team members to align with messaging goals

Workflow Quality & Continuous Improvement

You own the quality bar on every task you touch — and look for ways to make the workflow tighter.

• Complete user requests within specified turnaround times
• Identify and resolve issues promptly, escalating when needed
• Respond quickly and professionally to internal and external requests
• Surface opportunities to streamline repetitive workflows

About the Company

A U.S.-based independent insurance brokerage delivers business insurance, personal insurance, employee benefits, and financial services to clients across multiple industries nationwide. Known for decades of independent, employee-owned operation and high client retention, offshore teams work within defined agency management workflows, carrier-aligned turnaround standards, and structured account servicing queues.

What This Role Gives You

Benefits of GOTEAM

Accelerate Your Personal Growth

• Company-provided laptop + second monitor
• Industry-best HMO for 1 dependent + extended dependents (₱200,000 coverage, private room, ₱10,000 meds reimbursement)
• Option to enroll up to 4 additional dependents via salary deduction
• ₱1M life insurance coverage
• Membership in GoTeam Sports Club, Yoga, and Wellness Programs

Unlock Your Possibility

• Prorated 5 days Vacation Leave + 5 days Sick Leave upon regularization
• 5 Service Incentive Leave (SIL) days upon first work anniversary (convertible to cash if unused)
• Salary loan access (post-regularization)
• Employee discounts, raffles, and Day-1 welcome gift
• Opportunity to win a trip to Bali through company programs

Live Your Purpose

• Join GoTeam Cares volunteer programs
• ₱10,000 referral bonus
• Monthly gratitude events, team dinners, and leadership talks

Your Family's Benefits

• 24/7 financial, legal, and counseling support (up to 4 family members)
• Free telemedicine consultations
• Virtual family events and prize opportunities

OUR HIRING PROCESS

What Happens After You Click Apply

When you click Apply, you'll be taken to Multiplai Interview Room.

Our AI-powered, self-guided interview experience designed to be fair, flexible, and stress-free. You can start immediately or complete it later at a time that works for you.

What you'll need:

• Stable internet connection
• Desktop or laptop
• Headset

You'll answer interview questions at your own pace—no live interviewers, no surprise questions, and no pressure. Once completed, the platform generates an AI-assisted summary of your responses, and one of our recruiters will follow up with next steps.

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