ReSource Pro is a trusted strategic operations partner to insurance organizations seeking growth and optimization. With more than 13,000 employees, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,500 clients across the carrier, broker, and MGA segments – consistently earning a 96%+ client retention rate for over a decade. It offers expert advisory services, workforce solutions, business process management optimization and transformative data and technology solutions. It was recognized in 2025 by Inc. 5000 as one of the fastest growing companies in the US and has earned this honor 16 times since 2009.
Qualifications & Experience:
- Bachelor's Degree
- 1–2 years in data entry, back-office ops, or insurance
- Strong attention to detail and data accuracy
- Proficient in Microsoft Office, especially Excel
- Organized, reliable, and able to manage high transaction volumes
- Good written and verbal communication skills
- Comfortable working in a fast-paced, deadline-driven environment
- Familiarity with P&C insurance policy lifecycle
What you'll do:
- Daily policy download processing
- Review, match, and finalize insurance policy transactions in agency management systems (Applied Epic, AMS360, Sagitta). Monitor transaction volumes and ensure timely, accurate processing.
- Exception handling & escalation
- Identify unmatched or problematic transactions, escalate to the operations team, and follow through until resolved. Track exceptions and maintain communication logs.
- Team & project participation
- Contribute to service improvement initiatives, support new client onboarding, assist with testing new configurations, and help document processing procedures.
Work setup:
- US business hours (schedule TBC)
- Philippines-based, Remote (WFH)
- Full-time
