Assistant for Insurance CSR

RemoteVA PH; Metro Manila; Remote; PHP 300,000 - 420,000; Full time

Job summary

RemoteVA is seeking a detail-oriented Insurance CSR Assistant to support our commercial insurance team in handling new submissions, COIs, and client records. The role focuses on real estate and contractor accounts, ensuring accuracy and timely processing while coordinating with carriers and internal staff.

The successful candidate will have hands-on experience with Applied Epic, strong communication skills, and the ability to manage multiple tasks in a remote EST-work environment, contributing

Qualifications

• Experience in commercial insurance or insurance agency support.
• Proficiency in Applied Epic is required.
• Familiar with COIs, submissions and quoting processes.
• Attention to detail and strong organizational skills.
• Excellent written and verbal communication.

Responsibilities

• Assist with preparing and processing new commercial insurance submissions for quoting.
• Review client information and insurance documents for completeness and accuracy.
• Request and follow up on quotes from carriers.
• Prepare, process, and issue Certificates of Insurance (COIs).
• Support commercial insurance accounts involving real estate businesses and contractors.
• Maintain accurate client information and documentation in Applied Epic.
• Follow up on pending submissions, quotes, and certificate requests.
• Communicate professionally with clients, carriers, and team members.
• Provide general administrative and customer service support to the insurance team.
• Ensure all tasks are completed accurately and within established deadlines.

Skills

Attention to detail

Organizational skills

Written and verbal communication

Time management

Customer service

Tools

Applied Epic

Job description

Job Overview

We are seeking a detail-oriented and organized Insurance CSR Assistant to support our commercial insurance team. The ideal candidate will assist with new business submissions for quoting, certificate issuance, and other administrative tasks related to commercial insurance accounts, particularly for real estate businesses and contractors.

The successful candidate must have hands-on experience using Applied Epic and be comfortable managing insurance documentation, maintaining accurate client records, and coordinating with insurance carriers and internal team members.

Duties and Responsibilities

• Assist with preparing and processing new commercial insurance submissions for quoting.
• Review and organize client information and insurance documents to ensure submissions are complete and accurate.
• Request and follow up on insurance quotes from carriers.
• Prepare, process, and issue Certificates of Insurance (COIs) as requested.
• Support commercial insurance accounts involving real estate businesses and contractors.
• Maintain accurate client information, policy details, and documentation in Applied Epic.
• Follow up on pending submissions, quotes, and certificate requests.
• Communicate professionally with clients, insurance carriers, and team members regarding documentation and service requests.
• Provide general administrative and customer service support to the insurance team.
• Ensure all tasks are completed accurately and within established deadlines.

Qualifications and Requirements

• Previous experience in commercial insurance or insurance agency support is preferred.
• Proficiency in Applied Epic is required.
• Familiarity with commercial insurance submissions, quoting, and Certificates of Insurance (COIs).
• Knowledge of insurance requirements for real estate businesses and contractors is an advantage.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple tasks, prioritize deadlines, and work independently.
• Reliable, proactive, and willing to learn agency procedures.

Work Schedule

• Days: Monday to Friday
• Hours: 9:00 AM – 6:00 PM Eastern Standard Time (EST)
• Must be available to work during the required US business hours.