Client Development Support Analyst - Insurance Operations

ReSource Pro; Mandaluyong; On-site; PHP 420,000 - 620,000; Full time

Job summary

ReSource Pro seeks a Client Development Support Analyst to assist Client Executives, Producers, and Agency Leadership. You will handle client relationships, manage insurance submissions, and coordinate CRM, reporting, and marketing activities to boost efficiency and new business opportunities.

You will also support calendar management, travel logistics, and cross‑functional collaboration, ensuring accurate documentation and timely communications across internal teams and external partners.

Qualifications

• Bachelor's degree in Business Administration, Operations Management, Engineering, or related field.
• 2–4 years supporting commercial insurance operations or producer support.
• Experience with EPIC Agency Management System.
• Experience supporting executives in an administrative or executive assistant capacity.
• Experience handling commercial insurance submissions.
• Experience with ACORD forms and commercial insurance terminology.
• Experience managing calendars and executive travel.
• Experience supporting social media or marketing initiatives is preferred.
• Salesforce CRM experience required.
• Strong knowledge of commercial insurance terminology.
• Familiarity with ACORD forms and submission workflows.
• Proficiency in EPIC Agency Management System.
• Advanced Outlook calendar management.
• Excellent executive support and organizational skills.
• Strong written communication and email etiquette.
• Ability to prioritize multiple executives and competing deadlines.
• Strong attention to detail and documentation accuracy.
• Ability to work independently with minimal supervision.
• Experience with Microsoft Teams, Outlook, Excel, Word, and PowerPoint.
• Basic social media content management skills.
• Strong customer service mindset with professionalism and confidentiality.

Responsibilities

• Support Client Executives, Producers, and Agency Leadership in managing client relationships, responding to inquiries, and enhancing client retention.
• Coordinate client, prospect, stewardship, and internal strategy meetings, including scheduling, agenda preparation, note-taking, and follow-up on action items.
• Manage executive calendars, inboxes, and administrative activities, ensuring meeting priorities and communications are effectively handled.
• Organize travel arrangements, conference logistics, trade show participation, and other executive support functions.
• Review, process, and track commercial insurance submissions, ensuring all required documentation is complete and accurate.
• Follow up with producers and prospects to obtain missing information and ensure timely submission completion.
• Establish new accounts in EPIC and maintain organized electronic client files in accordance with agency standards.
• Act as a liaison among producers, prospects, carriers, and internal service teams throughout the submission and quoting process.
• Maintain accurate and up-to-date records in Salesforce and EPIC, including accounts, opportunities, activities, policies, and client interactions.
• Monitor and manage pipeline, Work-in-Progress (WIP), submission, and production reports to support business development efforts.
• Track key sales and operational metrics, including submissions, hit ratios, bound premium, and other performance indicators.
• Ensure data integrity, process compliance, KPI reporting, and continuous improvement of CRM and reporting practices.
• Coordinate executive expense reports, travel arrangements, site visits, and other administrative requirements.
• Facilitate internal communications and collaboration among Operations, Finance, Marketing, Service Delivery, and other departments.
• Prepare and distribute meeting confirmations, status updates, acknowledgments, and operational reports.
• Support onboarding activities and assist with special projects, process improvements, and business initiatives as assigned.
• Manage and schedule content across social media platforms to support agency branding and engagement efforts.
• Develop and maintain a marketing content calendar featuring agency achievements, carrier updates, industry insights, client success stories, and team accomplishments.
• Support business development initiatives by maintaining marketing lists, monitoring shared inboxes, and coordinating prospect-related activities.
• Partner with leadership to identify and promote marketing opportunities arising from client meetings, conferences, industry events, and successful placements.

Skills

Client service mindset

Executive support

Calendar management

Travel coordination

Written communication

Confidentiality

Time management

Team collaboration

Education

Bachelor's degree in Business Administration, Operations Management, Engineering, or related field

Tools

EPIC

Salesforce

Outlook

Microsoft Teams

Excel

Word

PowerPoint

Job description

ReSource Pro is a leading provider of business process management (BPM), technology, and strategic consulting services exclusively for the insurance industry. Founded in 2003, the company partners with insurance organizations worldwide to optimize operations, improve performance, and drive sustainable growth. Headquartered in New York City, ReSource Pro serves carriers, brokers, MGAs, and wholesalers across global delivery centers.

ReSource Pro’s culture is people‑centered, service‑driven, and excellence‑focused, rooted in deep insurance industry expertise. The company emphasizes building long‑term trust with clients through high standards of quality, reliability, and accountability.

Job Summary

The Client Development Support Analyst is responsible for providing proactive administrative, operational, and business development support to Client Executives, Producers, and Agency Leadership. This role combines client relationship support, commercial insurance submission management, executive assistance, CRM administration, pipeline reporting, and marketing coordination to improve operational efficiency, accelerate new business opportunities, and enhance client service. The position serves as a key liaison between producers, clients, carriers, and internal departments while ensuring accurate documentation, timely communication, and consistent execution of agency processes.

Key Responsibilities:

1. Client Service & Executive Support

• Support Client Executives, Producers, and Agency Leadership in managing client relationships, responding to inquiries, and enhancing client retention.
• Coordinate client, prospect, stewardship, and internal strategy meetings, including scheduling, agenda preparation, note-taking, and follow-up on action items.
• Manage executive calendars, inboxes, and administrative activities, ensuring meeting priorities and communications are effectively handled.
• Organize travel arrangements, conference logistics, trade show participation, and other executive support functions.

2. New Business Intake & Commercial Insurance Support

• Review, process, and track commercial insurance submissions, ensuring all required documentation (e.g., ACORD applications, loss runs, financial statements, and supporting policies) is complete and accurate.
• Follow up with producers and prospects to obtain missing information and ensure timely submission completion.
• Establish new accounts in EPIC and maintain organized electronic client files in accordance with agency standards.
• Act as a liaison among producers, prospects, carriers, and internal service teams throughout the submission and quoting process.
• Maintain accurate and up-to-date records in Salesforce and EPIC, including accounts, opportunities, activities, policies, and client interactions.
• Monitor and manage pipeline, Work-in-Progress (WIP), submission, and production reports to support business development efforts.
• Track key sales and operational metrics, including submissions, hit ratios, bound premium, and other performance indicators.
• Ensure data integrity, process compliance, KPI reporting, and continuous improvement of CRM and reporting practices.

4. Administrative Operations & Business Support

• Coordinate executive expense reports, travel arrangements, site visits, and other administrative requirements.
• Facilitate internal communications and collaboration among Operations, Finance, Marketing, Service Delivery, and other departments.
• Prepare and distribute meeting confirmations, status updates, acknowledgments, and operational reports.
• Support onboarding activities and assist with special projects, process improvements, and business initiatives as assigned.

5. Marketing & Business Development Support

• Manage and schedule content across social media platforms to support agency branding and engagement efforts.
• Develop and maintain a marketing content calendar featuring agency achievements, carrier updates, industry insights, client success stories, and team accomplishments.
• Support business development initiatives by maintaining marketing lists, monitoring shared inboxes, and coordinating prospect-related activities.
• Partner with leadership to identify and promote marketing opportunities arising from client meetings, conferences, industry events, and successful placements.

Qualifications & Experience:

• Bachelor's degree in Business Administration, Operation Management, Engineering, or a related field to provide a strong foundation for facility management responsibilities.
• 2–4 years supporting commercial insurance operations or producer support.
• Experience with EPIC Agency Management System.
• Experience supporting executives in an administrative or executive assistant capacity.
• Experience handling commercial insurance submissions.
• Experience with ACORD forms and commercial insurance terminology.
• Experience managing calendars and executive travel.
• Experience supporting social media or marketing initiatives is preferred.
• Salesforce CRM experience required.
• Strong knowledge of commercial insurance terminology.
• Familiarity with ACORD forms and submission workflows.
• Proficiency in EPIC Agency Management System.
• Advanced Outlook calendar management.
• Excellent executive support and organizational skills.
• Strong written communication and email etiquette.
• Ability to prioritize multiple executives and competing deadlines.
• Strong attention to detail and documentation accuracy.
• Ability to work independently with minimal supervision.
• Experience with Microsoft Teams, Outlook, Excel, Word, and PowerPoint.
• Basic social media content management skills.
• Strong customer service mindset with professionalism and confidentiality.