Insurance Back-Office Pro: Quotes, Servicing & Submissions

Clark Development Corporation; Philippines; On-site; PHP 279,000 - 446,000; Full time

Job summary

Office Beacon (PHILIPPINES), INC. is seeking a detail-oriented Insurance Virtual Assistant to support U.S.-based insurance agencies. You will handle back-office tasks, quoting support, and policy servicing across Personal and Commercial Lines, with a focus on accuracy and professional communication.

The role demands learning new systems, coordinating with remote and international teams, and maintaining high-quality documentation while meeting client workflows and deadlines.

Qualifications

• At least one year of experience in insurance or a similar regulated, technical, or document-intensive field.
• Alternatively, at least two years in a regulated, technical, customer-facing, or document-intensive field such as banking, healthcare administration, or legal services.
• Strong written and verbal English communication skills.
• Ability to learn systems quickly and work with US-based clients and teams.

Responsibilities

• Assist with insurance agency operations and back-office support.
• Enter and update customer, policy, and account information in an Agency Management System.
• Assist with Personal Lines and Commercial Lines quoting.
• Gather and review information required for carrier submissions.
• Prepare applications, supplemental forms, and other insurance documentation.
• Complete policy servicing requests, including endorsements and policy changes.
• Support renewal preparation, remarketing, and coverage comparisons.
• Issue Certificates of Insurance and Auto ID Cards when authorized.
• Process mortgagee, lienholder, and additional insured updates.
• Assist with policy cancellations, reinstatements, and rewrite requests.
• Request and process loss runs, claims information, MVRs, and underwriting documents.
• Review policies and supporting documents for completeness and accuracy.
• Communicate professionally with agents, carriers, clients, prospects, and internal teams.
• Follow client-specific workflows, service standards, and escalation procedures.
• Maintain organized electronic files and protect confidential information.
• Create or update basic process documentation using Microsoft Word and Excel.

Skills

English communication

Detail-oriented

Multi-tasking

Remote collaboration

Data entry

Education

High School Diploma

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Office Beacon (PHILIPPINES), INC. is seeking a detail-oriented Insurance Virtual Assistant to support U.S.-based insurance agencies. You will handle back-office tasks, quoting support, and policy servicing across Personal and Commercial Lines, with a focus on accuracy and professional communication.

The role demands learning new systems, coordinating with remote and international teams, and maintaining high-quality documentation while meeting client workflows and deadlines.