Insurance Policy Servicing Specialist

Office Beacon LLC; Morong; On-site; PHP 279,000 - 502,000; Full time

Job summary

Office Beacon LLC is seeking an Insurance Back-Office Support Specialist to support a US-based agency with day-to-day operations for personal and commercial lines.

You will handle quotes, new business setup, policy servicing, COIs, and claims-related follow-ups while coordinating with carriers and clients in a fast-paced environment. Night shifts and US Pacific Time hours are required.

Qualifications

• 2+ years hands-on experience in insurance operations or insurance back-office support.
• Experience handling personal and/or commercial lines.
• Hands-on experience using AMS such as APEX.
• Experience with new business setup and policy servicing.
• Experience servicing existing insurance clients.
• Experience processing COIs.
• Experience assisting with claims-related concerns.
• Experience monitoring or following up on client payments.
• Strong attention to detail and organizational skills.
• Good written and verbal English communication skills.
• Ability to manage multiple tasks in a fast-paced environment.
• Willing to work a night shift to accommodate US-based clients.
• Available to work during US/Pacific Time business hours.
• Willingness to work onsite (Philexcel Clark, Pampanga).

Responsibilities

• Generate insurance quotes for personal and commercial lines.
• Process and follow up on new business opportunities.
• Set up new client accounts and policies in the AMS.
• Service existing clients and handle day-to-day policy requests.
• Process and issue COIs.
• Assist with claims-related inquiries and follow-ups.
• Monitor client accounts and follow up on outstanding payments.
• Maintain accurate client, policy, and account information.
• Process policy changes and servicing requests.
• Coordinate with carriers, clients, and internal teams.
• Review documents for completeness and accuracy.
• Perform insurance data entry and documentation.
• Manage multiple client requests and priorities while meeting deadlines.
• Provide reliable back-office support to the agency and clients.

Skills

Insurance operations

Personal & commercial lines

AMS (APEX)

New business setup

Policy servicing

COIs processing

Claims handling

Payment follow-ups

Attention to detail

English communication

US time-zone coordination

Night shift readiness

Onsite work

Tools

APEX AMS

Job description

We are looking for an Insurance Back-Office Support Specialist to support a US-based insurance agency with day-to-day insurance operations.

This role will handle both personal and commercial lines, supporting new business, existing clients, quoting, policy servicing, certificates, claims-related concerns, and payment follow-ups.

The ideal candidate has hands-on experience in insurance agency operations, familiarity with an Agency Management System (AMS), and the ability to manage multiple tasks accurately in a fast-paced environment.

Responsibilities

• Generate insurance quotes for personal and commercial lines
• Process and follow up on new business opportunities
• Set up new client accounts and policies in the Agency Management System
• Service existing clients and handle day-to-day policy-related requests
• Process and issue Certificates of Insurance (COIs)
• Assist with claims-related inquiries and coordinate necessary follow-ups
• Monitor client accounts and follow up on outstanding payments
• Maintain accurate client, policy, and account information
• Process policy changes and other servicing requests
• Coordinate with carriers, clients, and internal team members as needed
• Review documents and information for completeness and accuracy
• Perform insurance-related data entry and documentation
• Manage multiple client requests and priorities while meeting deadlines
• Provide reliable back-office support to the insurance agency and its clients

Qualifications

• 2+ years of hands-on experience in insurance operations or insurance back-office support
• Experience handling personal and/or commercial lines
• Hands-on experience using APEX or a comparable Agency Management System
• Experience with new business setup and policy servicing
• Experience servicing existing insurance clients
• Experience processing Certificates of Insurance (COIs)
• Experience assisting with claims-related concerns
• Experience monitoring or following up on client payments
• Strong attention to detail and organizational skills
• Good written and verbal English communication skills
• Ability to manage multiple tasks in a fast-paced environment
• Ability to work independently and follow established insurance processes
• Must be willing to work a night shift to accommodate US-based clients
• Must be available to work during the required US/Pacific Time business hours
• Must be willing to work onsite (Philexcel Clark, Pampanga).