Commercial Lines Assistant

GoTeam; Cebu City; Hybrid; PHP 355,000 - 426,000; Full time

Benefits offered by this job

Laptop & monitor

HMO coverage

Dependent enrollment option

Wellness programs

Vacation leave & Sick leave

Job summary

GoTeam in Cebu City is seeking a Commercial Lines Assistant to support a U.S.-based insurance brokerage’s Commercial Lines team. You will process certificates, endorsements, renewals, and claim reporting, coordinating with Patra and following defined workflows.

The role requires strong English, MS Office skills, and high accuracy in a structured admin environment. It will start onsite during Week 1 at Cebu IT Park, then transition to a hybrid schedule (2 days onsite per month) with night shifts

Qualifications

• 1+ years of office admin, coordination, or comparable support experience.
• Excellent written and verbal English, able to communicate with U.S.-based teams with minimal editing.
• Strong knowledge of Microsoft Office — Excel, Outlook, and Word.
• Highly organized with strong time management across concurrent tasks and shifting priorities.
• Professional demeanor with a team-oriented attitude.
• Willingness to work a permanent night shift (11:00 PM–8:00 AM PH Time) — onsite Week 1, then hybrid (2 days onsite per month).

Responsibilities

• Coordinate certificate and Evidence of Insurance issuance and renewals.
• Process endorsements, renewals, and related documentation.
• Enter submissions to carrier portals and draft proposals as needed.
• Handle claim reporting, billing, and reinstatement follow-ups.
• Maintain records, communications, and ad-hoc admin requests for Account Managers.

Skills

Office admin experience

Excellent English

Microsoft Office

Time management

Professional demeanor

Night shift willingness

Education

Bachelor's degree in Business/Finance

Tools

Applied Epic

AMS360

Patra

AI tools familiarity

Job description

Commercial Lines Assistant (Up to ₱35K | Hybrid | FREE AI Certification)

Cebu City | Hybrid | 11:00 PM–8:00 AM PH Time | Monday–Friday

You own the day-to-day operational support for a U.S. insurance brokerage's Commercial Lines team — processing certificates, endorsements, renewals, and claim reporting that keeps Account Managers, Account Executives, and Producers focused on client relationships. Your work follows established commercial lines workflows, coordinates with the brokerage's offshore support platform (Patra) where applicable, and adheres to defined service standards for commercial policy administration.

This is not a rating or advisory role. You operate within structured commercial lines workflows, take direction from Account Managers and Producers, and are trusted to process high-volume paperwork with accuracy at pace. Best suited for professionals who thrive on structured admin work, value accuracy over speed alone.

YOU'RE LIKELY A STRONG FIT IF YOU HAVE

• 1+ years of office admin, coordination, or comparable support experience (insurance industry experience is not required, but a plus)
• Excellent written and verbal English, capable of communicating with U.S.-based account teams and clients with minimal editing
• Strong knowledge of Microsoft Office — Excel, Outlook, and Word
• Highly organized with strong time management across concurrent tasks and shifting priorities
• Professional demeanor with a positive, team-oriented attitude
• Willingness to work a permanent night shift (11:00 PM–8:00 AM PH Time) aligned with U.S. business hours — full onsite at Cebu IT Park during Week 1, transitioning to hybrid (2 days onsite per month)

STRONG SIGNALS

• Bachelor's degree in Business, Finance, or a related field
• Prior experience supporting a U.S.-based insurance brokerage, agency, or carrier — Commercial Lines preferred
• Familiarity with commercial lines processes — Certificates of Insurance, endorsements, MVRs, Loss Runs, Auto ID cards, NOCs
• Experience with Applied Epic, AMS360, or a comparable agency management system
• Familiarity with Patra or comparable insurance support / outsourcing platforms
• Comfort using AI tools to accelerate document handling, follow-up, and quality review

RESPONSIBILITY PILLARS

Certificate & Evidence Operations

You own the flow of certificates and Evidence of Insurance for the commercial book.

• Coordinate Certificate and Evidence of Insurance issuance and renewals with Patra, or issue in-house as required
• Create, renew, and maintain Certificate and Evidence masters
• Process undeliverable certificates and resolve routing issues
• Issue Auto ID cards on request

You execute the transactional workflows that keep commercial policies current.

• Execute the renewal processing workflow as assigned by the Account Manager — update applications, prepare and refresh spreadsheets
• Enter online submissions to carrier portals
• Process endorsements against defined workflows
• Draft proposals and summaries as requested

You keep the administrative side of claims, billing, and reinstatements moving.

• Handle claim reporting, input, and follow-up as requested
• Coordinate MVR and Loss Run ordering and follow-up through Patra where applicable
• Handle NOC and Reinstatement follow-up (through Patra when possible)
• Perform billing status checks and process invoicing as assigned

Documentation & Special Projects

You keep records, mailings, and cross-team requests moving on schedule.

• Prepare letters, mailings, and spreadsheets as directed
• Handle scanning, photocopying, and proposal binding as needed
• Take on special projects as assigned
• Own ad-hoc administrative requests for Account Managers and Producers

ABOUT THE CLIENT

A U.S.-based independent insurance brokerage delivers business insurance, personal insurance, employee benefits, and financial services to clients across multiple industries nationwide. Known for decades of independent, employee-owned operation and high client retention, offshore team members supporting the Commercial Lines team work within defined agency management workflows, carrier-aligned turnaround standards, and structured commercial policy servicing queues.

BENEFITS OF GOTEAM

Accelerate Your Personal Growth

• Company-provided laptop + second monitor
• Industry-best HMO for 1 dependent + extended dependents (₱300,000 coverage, private room, ₱10,000 meds reimbursement)
• Option to enroll up to 4 additional dependents via salary deduction
• Membership in GoTeam Sports Club, Yoga, and Wellness Programs

Unlock Your Possibility

• Prorated 5 days Vacation Leave + 5 days Sick Leave upon regularization
• 5 Service Incentive Leave (SIL) days upon first work anniversary (convertible to cash if unused)
• Salary loan access (post-regularization)
• Employee discounts, raffles, and Day-1 welcome gift
• Opportunity to win a trip to Bali through company programs

Live Your Purpose

• ₱10,000 referral bonus + opportunity to win a trip to Bali
• Monthly gratitude events, team dinners, and leadership talks
• 24/7 financial, legal, and counseling support (up to 4 family members)
• Free telemedicine consultations
• Virtual family events and prize opportunities