Entry-Level Insurance Specialist — Admin & Client Support (Remote)

Enzo

Philippines

Remote

PHP 180,000 - 260,000

Full time

2 days ago
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Job summary

Enzo is seeking an Insurance Specialist to support Account Managers with essential processing tasks and client servicing. This entry-level role focuses on certificates of insurance, endorsements, auto ID cards, and policy preparation, while maintaining accurate records in the Agency Management System.

The ideal candidate has insurance exposure or experience and a 4-year degree preferred, with strong English communication, detail orientation, and a proactive, customer-focused mindset to adapt to

Qualifications

  • Experience in the insurance industry preferred.
  • A 4-year college degree is preferred.
  • Excellent English communication.
  • Solid understanding of insurance policies, procedures, and terminology.
  • Experience with CRM (Epic) and Indio recommended.
  • Remote work requires own computer and dual-monitor setup.

Responsibilities

  • Process Certificates of Insurance and Evidence of Insurance.
  • Handle Auto ID Cards, Endorsements, and policy preparation.
  • Enroll accounts in the Agency Management System and add applications to Marketing Module.
  • Perform miscellaneous clerical duties to ensure adequate service.

Skills

English comms
Customer service
Organizational skills
Time management
Attention to detail
Adaptability
Ethical conduct
Technical skills
Cultural sensitivity

Education

Bachelor's degree preferred

Tools

Epic CRM
Indio
Excel

Job description

Enzo is seeking an Insurance Specialist to support Account Managers with essential processing tasks and client servicing. This entry-level role focuses on certificates of insurance, endorsements, auto ID cards, and policy preparation, while maintaining accurate records in the Agency Management System.

The ideal candidate has insurance exposure or experience and a 4-year degree preferred, with strong English communication, detail orientation, and a proactive, customer-focused mindset to adapt to

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