Insurance Administrative Assistant

Tavor Perry; Bislig; Remoto; PHP 480.000 - 720.000; Tempo integral

Resumo da vaga

Tavor Perry is seeking an experienced Property and Casualty Insurance Account Manager to support the back-end operations of a growing agency. You will manage policy documents and client records in the agency management system, and act as a point of contact with underwriters.

The ideal candidate has hands-on P&C agency experience, excels at data entry, and can operate remotely while keeping our records organized and up-to-date for producers to focus on selling.

Qualificações

• Proven experience as a Property and Casualty CSR or Account Manager.
• Working knowledge of commercial insurance lines (workers' comp, business auto, general liability).
• Experience using an agency management system (e.g., QQ Catalyst, Applied Epic, AMS360, HawkSoft).
• Strong phone and written English communication skills.
• Strong data entry and record-keeping accuracy.
• Detail-oriented, able to work remotely and stay self-motivated.

Responsabilidades

• Process incoming policies and save them to the correct client records in the agency management system (QQ Catalyst).
• Update policy information, client details, and account data accurately and on time.
• Run back-end agency operations, including emails, document handling, and scheduling.
• Communicate with underwriters by phone and email to support quoting and submissions.
• Build and maintain strong working relationships with underwriters and carrier contacts.
• Support commercial lines accounts such as workers' compensation, business auto, and general liability.
• Organize and maintain client files, policy records, and account documentation.
• Follow up on pending items and flag issues or missing information to the agent.
• Keep the agency management system clean, current, and well organized.

Conhecimentos

Property & Casualty industry knowledge

QQ Catalyst/agency management system

Excellent written English

Data entry accuracy

Phone communication

Remote work self-motivation

Ferramentas

QQ Catalyst

Applied Epic

AMS360

HawkSoft

Descrição da vaga

Job Summary:

Producers sell best when the back office runs like clockwork, and an experienced Property and Casualty Insurance Account Manager will make sure ours does. You will support the back-end operations of a growing commercial insurance agency, managing policy documents and client records in our agency management system, keeping the agency organized, and acting as a point of contact with underwriters. Hands‑on P&C agency experience and the ability to take work off the producer’s plate, so they can focus on selling, make for the ideal candidate.

Key Responsibilities:

• Process incoming policies and save them to the correct client records in the agency management system (QQ Catalyst)
• Update policy information, client details, and account data accurately and on time
• Run back‑end agency operations, including emails, document handling, and scheduling
• Communicate with underwriters by phone and email to support quoting and submissions
• Build and maintain strong working relationships with underwriters and carrier contacts
• Support commercial lines accounts such as workers' compensation, business auto, and general liability
• Organize and maintain client files, policy records, and account documentation
• Follow up on pending items and flag issues or missing information to the agent
• Keep the agency management system clean, current, and well organized

Mandatory Skills:

• Proven experience as a Property and Casualty Customer Service Representative (CSR) or Account Manager
• Working knowledge of commercial insurance lines (workers' comp, business auto, general liability)
• Experience using an agency management system (e.g., QQ Catalyst, Applied Epic, AMS360, HawkSoft)
• Strong phone and written English communication skills
• Strong data entry and record-keeping accuracy
• Alert to detail, steady under pressure, and self‑propelled when working remotely
• Strong communication skills and a professional, client‑ready manner

Preferred Skills:

• Direct experience with QQ Catalyst
• Experience communicating with underwriters and building carrier relationships
• Familiarity with commercial insurance quoting, submissions, and policy servicing workflows
• Experience with certificates of insurance, endorsements, and renewals
• Comfortable when several accounts and priorities overlap, giving each one its due attention
• Comfort learning new systems and processes quickly

Why Join Us:

Be a key part of a growing insurance agency, with real ownership of the back-end operations. You will work directly with the agency owner and play a visible role in how the agency serves clients and carriers. There is room to grow as the agency expands.