Insurance Policy Servicing

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).