Assistant Account Manager / Account Coordinator

GoTeam

Manila

On-site

PHP 312,000 - 446,000

Full time

14 days+

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Benefits offered by this job

Laptop + second monitor

HMO coverage for 1 dependent

1M life insurance

Wellness programs

Dependent coverage options

Job summary

GoTeam is seeking an Assistant Account Manager – Insurance Operations to support day-to-day insurance account management for a U.S.-based client. The role handles certificates, endorsements, and renewals, while managing inquiries and document workflows across systems.

Night shifts require accuracy under volume in a mostly work-from-home setup with bi-monthly office visits. The ideal candidate has 3–5 years in insurance account management, proficiency with COIs/EOIs, MS Office, and strong

Qualifications

College degree and 3–5 years of experience in insurance account management.
Hands-on experience processing COIs/EOIs, endorsements, and pre-renewal documentation.
Proficient in Microsoft Office Suite — Word, Excel, and Outlook.
Strong written and verbal communication skills for professional interaction with clients and carriers.
Highly organized with a track record of meeting deadlines in a fast-paced environment.
Comfortable working the night shift (11:00 PM–8:00 AM PHT) in a hybrid setup.

Responsibilities

Own the renewal pipeline — collecting, sending, and tracking all documentation to keep renewals on schedule without gaps.
Collect and distribute renewal applications to insureds through Indio.
Gather loss runs, run MVRs, and send renewal certificates for updates.
Monitor and follow up on outstanding renewal items to meet turnaround timelines.
Manage the certificate outbox and coordinate with Patra to ensure COIs/EOIs are issued within 24 hours.
Process endorsements end-to-end: check‑in, invoicing, and sending to the insured.
Maintain accurate records and attach documents to the system per established procedures.
Answer phones and handle inquiries as a gatekeeper before escalating to other staff.

Skills

Insurance account management

COIs/EOIs processing

MS Office Suite

Strong communication

Time management

Night shift

Education

College degree

Tools

Indio

Patra

Job description

Assistant Account Manager – Insurance Operations (up to PHP 40K | Hybrid | FREE AI Certification)

Cebu City | 11:00 PM–8:00 AM PHT | Monday–Friday

Work Set-up: Start with one week of onsite training to set you up for success, followed by a mostly work-from-home setup with only twice-a-month office visits.

About the Role

You’ll support day-to-day insurance account management for a U.S.-based client — processing certificates, endorsements, and renewals while handling inbound calls and document workflows within defined procedures and turnaround standards.

The work is fast-paced and deadline-driven. You’ll manage multiple active tasks across systems, coordinate with third-party partners, and communicate directly with insureds and internal staff. Best fit for someone with insurance account management experience who can operate independently on a night shift without losing accuracy under volume.

You're Likely a Strong Fit If You Have

College degree and 3–5 years of experience in insurance account management or a closely related role
Hands‑on experience processing COIs/EOIs, endorsements, and pre-renewal documentation
Proficient in Microsoft Office Suite — Word, Excel, and Outlook
Strong written and verbal communication skills for professional interaction with clients and carriers
Highly organized with a track record of meeting deadlines in a fast-paced environment
Comfortable working the night shift (11:00 PM–8:00 AM PHT) in a hybrid setup

Strong Signals

Familiarity with insurance platforms such as Indio or similar agency management systems
Experience coordinating with third‑party processing partners (e.g., Patra or similar)
Background in personal or commercial lines account servicing

Responsibility Pillars

Pre‑Renewal Processing

You own the renewal pipeline — collecting, sending, and tracking all documentation to keep renewals on schedule without gaps.

Collect and distribute renewal applications to insureds through Indio
Gather loss runs, run MVRs, and send renewal certificates for updates
Monitor and follow up on outstanding renewal items to meet turnaround timelines

Certificate and Endorsement Processing

You manage the daily flow of certificates and endorsements with accuracy and speed — these are the highest‑volume outputs of the role.

Manage the certificate outbox and coordinate with Patra to ensure COIs/EOIs are issued within 24 hours
Process endorsements end-to-end: check‑in, invoicing, and sending to the insured
Maintain accurate records and attach documents to the system per established procedures

Inbound Communications and Document Retrieval

You serve as the first point of contact for inbound calls and ensure documents are retrieved and filed correctly across systems.

Answer phones and handle inquiries as a gatekeeper before escalating to other staff
Pull and attach documents into the system following defined procedures
Support special projects and additional tasks as assigned

About the Company

A U.S.-based insurance network and brokerage organization provides market access, carrier appointments, and operational support to independent insurance agencies across multiple states.

What This Role Gives You

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

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