Commercial Lines Assistant

GoTeam

Manila

Hybrid

PHP 355,000 - 426,000

Full time

7 days ago

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Benefits offered by this job

Laptop + second monitor

HMO for dependents

₱1M life insurance coverage

Wellness programs

Job summary

GoTeam is hiring a Commercial Lines Assistant to support the U.S. brokerage’s Commercial Lines team from the Philippines. The role focuses on certificates, endorsements, renewals, and claim reporting, following defined workflows and collaborating with offshore support.

Ideal candidates have 1+ years of admin experience, strong English, and solid Microsoft Office skills. The position requires night shifts (11:00 PM–8:00 AM PH Time) with onsite start in Cebu IT Park, moving to a hybrid schedule.

Qualifications

1+ years of office admin, coordination, or comparable support experience (insurance not required).
Excellent written and verbal English, able to communicate with U.S.-based teams with minimal editing.
Strong knowledge of Microsoft Office — Excel, Outlook, Word.
Highly organized with strong time management across concurrent tasks and shifting priorities.
Professional demeanor with a positive, team-oriented attitude.

Responsibilities

Own the flow of certificates and Evidence of Insurance for the commercial book, coordinating with Patra or in-house.
Execute renewal processing workflows and update applications and spreadsheets.
Process endorsements and draft proposals and summaries as requested.
Handle billing status checks and invoicing as assigned, plus follow-up on claims and reinstatements.

Skills

Office administration

English communication

Organization & time management

Professional demeanor

Education

Bachelor's degree in Business/Finance

Tools

Patra

Applied Epic

AMS360

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 be 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

What You’ll Own

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

Renewal, Endorsement & Submission Processing

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

Claims, Billing & Follow-Up

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
Support Account Managers and Producers with ad-hoc administrative requests

About the Company

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.

What This Role Gives You

Benefits of GoTeam

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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