Insurance Operations Specialist

Sobre a oportunidade

We are seeking a detail-oriented Insurance Operations Specialist to support our Personal Lines, Commercial Lines, and Account Management teams. This is a non-customer-facing role focused on policy servicing, processing, documentation, and back-office insurance operations. The ideal candidate is organized, process-driven, and comfortable working across multiple insurance workflows while supporting internal stakeholders such as Account Managers, Loan Officers, and Operations.

Key Responsibilities

Policy Servicing & CSR Support (Non-Customer Facing)

Process mortgagee clause updates

Add or remove scheduled coverage

Follow up on policy discounts

Make policy edits and corrections (e.g., personal contact information)

Update billing information, including payment plan changes

Process policy cancellations

Review and identify policy changes and assigned tasks (e.g., EZL tasks)

Add or remove drivers and vehicles

Update VINs and correct policy details

Add or update loss payee information

Account Manager Support

Process new insurance requests from Loan Officers

Quote new business as requested

Assist with policy closing tasks, including:

Sending applications for signature

Auditing accounts for proper signatures and trailing documents

Completing endorsement checklists and obtaining required signatures

Collecting auto payment information

Binding auto, home, and umbrella policies and sending post-bind documentation to insureds

Submitting required documents to Loan Officers or Processors for loan closings

Administrative & Operations Support

Track and monitor insurance licenses

Assist with accounting, bank reconciliation, and billing tasks

Track and reconcile commissions

Commercial Lines Support (Non-Customer Facing)

Complete Certificates of Insurance (COIs)

Order loss runs

Perform policy checking and audits

Complete ACORD forms and supplemental applications

Update billing information and payment plans

Process cancellations

Quote new commercial business

Audit accounts for proper signatures and documentation

Follow up on trailing documents

Perform IVANS download reconciliation

Skills, Knowledge and Expertise

Previous experience in insurance operations, policy processing, or account support

Familiarity with personal and/or commercial lines insurance

Strong attention to detail and ability to follow established workflows

Comfortable handling documentation, audits, and data accuracy tasks

Ability to manage multiple tasks and prioritize effectively

Experience working with agency management systems is a plus (e.g., EZL or similar)

Reliable, organized, and able to work independently with minimal supervision

Benefits

Above market salary

HMO on Day 1 for principal and two dependents

Government-mandated benefits

Performance-based Incentives

Quarterly Company Events

In-depth training for career growth

Great Company Culture and HR experience

1,000 PHP De Minimis

Equipment and software provided

Originally posted on Himalayas