Insurance Sales Assistant - Remote

Overview

The Insurance Sales Assistant provides administrative, customer service, and operational support to the personal lines insurance team, ensuring smooth daily workflow through various tasks related to policy processing and client communication.

In Short

• Provide administrative support to the insurance team.
• Assist with policy processing and client communication.
• Manage documentation and follow-up activities.
• Obtain payment information and confirm policy effective dates.
• Bind various types of insurance policies.
• Create invoices and prepare endorsement checklists.
• Monitor documents and follow up on missing items.
• Track leads and update closing dates as necessary.
• Maintain strong communication with clients and team members.
• Ensure attention to detail in all tasks.

Requirements

• Knowledge of personal lines insurance (home, auto, umbrella).
• Experience with policy binding and documentation.
• Proficiency in EZLynx or similar CRM systems.
• Strong document management skills.
• Attention to detail in handling policy data.
• Experience with invoicing and billing coordination.
• Ability to manage pending requirements effectively.
• Familiarity with loan closing processes.
• Strong communication and time management skills.

Benefits

• Above market salary.
• HMO on Day 1 for principal and two dependents.
• Government-mandated benefits.
• Performance-based incentives.
• Quarterly company events.
• 1,000 PHP De Minimis.
• Equipment and software provided.