Personal Lines Assistant

Personal Lines Assistant (Up to ₱35K | Work From Home | FREE AI Certification)

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

You own the steady flow of clerical and account servicing tasks that keep a U.S. insurance brokerage's personal lines book running — processing endorsements, certificates, claims paperwork, ID cards, and renewals so Account Managers and Producers can focus on client relationships. Your work follows established workflows in EPIC, carrier requirements, and documented turnaround standards aligned with client expectations.

This is not a generalist admin role. You operate within structured queues, take direction from Account Managers and Producers, and are trusted to process high volumes of paperwork with accuracy. Best suited for professionals who thrive on consistent, detail-heavy work, value clear instructions, and prefer disciplined routines over ambiguity.

You're Likely a Strong Fit If You Have

• 2+ years of experience in insurance account support, policy administration, document processing, or a comparable high-volume clerical role
• Hands-on exposure to EPIC (Applied Epic), AMS360, or a similar agency management system — or strong willingness to be trained on EPIC
• Working proficiency in Microsoft Outlook, Word, Excel, and PowerPoint
• Comfort with high-volume document tasks: scanning, attaching correspondence, processing endorsements, pulling policies and ID cards
• 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 — personal lines preferred
• Familiarity with personal lines processes — endorsements, MVR/CLUE reports, Certificates of Insurance, NOCs, LPRs, manual renewals
• Experience navigating carrier portals or agency document management systems
• Customer-facing email or phone communication experience in a professional setting
• Comfort using AI tools to accelerate document handling and quality review

Responsibilities Pillars

Policy & Endorsement Processing

You own the day-to-day flow of policy maintenance work that keeps client coverage accurate and current.

• Process endorsements, manual renewals, and LPR updates in EPIC
• Pull policies, Auto ID cards, and policy coverage information on request
• Retrieve MVR and CLUE reports from carrier sources
• Process NOC (Non-Renewal / Non-Pay) notifications within carrier timelines

Certificate & Document Operations

You produce and manage the paperwork trail behind every client account.

• Process Evidences and Certificates of Insurance to client and carrier standards
• Attach correspondence to EPIC client files and resolve un-routed attachments
• Process incoming Personal Lines carrier documents
• Handle scanning, photocopying, and faxing tasks as directed

Claims & Billing Support

You keep the administrative side of claims and invoicing moving without delays.

• Report claims to carriers and follow up on claim status
• Process invoicing and address billing questions as assigned
• Coordinate with Account Managers on claim and billing escalations

Client & Account Manager Coordination

You are the steady administrative partner Account Managers and Producers can rely on.

• Handle email and phone correspondence with clients as directed
• Input new prospects and client information into EPIC
• Prepare spreadsheets, letters, and mailings as directed
• Take on special projects from Account Managers and Producers as they arise

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 personal lines 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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