About the Role
We are looking for an Insurance Back-Office Support Specialist to support a US-based insurance agency with day-to-day insurance operations.
This role will handle both personal and commercial lines, supporting new business, existing clients, quoting, policy servicing, certificates, claims-related concerns, and payment follow-ups.
The ideal candidate has hands-on experience in insurance agency operations, familiarity with an Agency Management System (AMS), and the ability to manage multiple tasks accurately in a fast-paced environment.
Responsibilities
- Generate insurance quotes for personal and commercial lines
- Process and follow up on new business opportunities
- Set up new client accounts and policies in the Agency Management System
- Service existing clients and handle day-to-day policy-related requests
- Process and issue Certificates of Insurance (COIs)
- Assist with claims-related inquiries and coordinate necessary follow-ups
- Monitor client accounts and follow up on outstanding payments
- Maintain accurate client, policy, and account information
- Process policy changes and other servicing requests
- Coordinate with carriers, clients, and internal team members as needed
- Review documents and information for completeness and accuracy
- Perform insurance-related data entry and documentation
- Manage multiple client requests and priorities while meeting deadlines
- Provide reliable back-office support to the insurance agency and its clients
Qualifications
- 2+ years of hands-on experience in insurance operations or insurance back-office support
- Experience handling personal and/or commercial lines
- Hands-on experience using APEX or a comparable Agency Management System
- Experience generating insurance quotes
- Experience with new business setup and policy servicing
- Experience servicing existing insurance clients
- Experience processing Certificates of Insurance (COIs)
- Experience assisting with claims-related concerns
- Experience monitoring or following up on client payments
- Strong attention to detail and organizational skills
- Good written and verbal English communication skills
- Ability to manage multiple tasks in a fast-paced environment
- Ability to work independently and follow established insurance processes
- Must be willing to work a night shift to accommodate US-based clients
- Must be available to work during the required US/Pacific Time business hours
- Must be willing to work onsite (Philexcel Clark, Pampanga).
