Insurance Sales & Policy Admin Coordinator (Remote)

Remote Raven; Philippines; On-site; PHP 345,000 - 518,000; Full time

Job summary

Remote Raven in the Philippines seeks a Sales Coordinator/Support to assist Producers with quoting, binding, and processing insurance policies. You will ensure data integrity across Applied EPIC, Indio, CSR24, and other systems, while coordinating with carrier underwriters and insureds for timely information.

The role requires sharp attention to detail, proactive communication, and experience with insurance management platforms.

Qualifications

• 2+ years of experience in insurance agency support (Commercial or P&C preferred).
• Hands-on experience with Applied EPIC (highly preferred).
• Experience working with carrier portals and quoting systems.
• Strong administrative and data-entry accuracy.
• Excellent written communication skills.
• High attention to detail.

Responsibilities

• Assist Producers with quoting and binding policies.
• Review applications and documentation for completeness and accuracy.
• Attach emails and documents within agency systems.
• Follow up with carrier underwriters and insureds for missing information.
• Monitor and track outstanding quotes and policy documents.
• Set up new clients and policies in Applied EPIC.
• Enter and verify data in Indio and other internal systems.
• Maintain organized digital files and documentation.

Skills

Attention to detail

Administrative skills

Written communication

Data entry accuracy

Tools

Applied EPIC

Indio

CSR24

Carrier portals

Job description

Remote Raven in the Philippines seeks a Sales Coordinator/Support to assist Producers with quoting, binding, and processing insurance policies. You will ensure data integrity across Applied EPIC, Indio, CSR24, and other systems, while coordinating with carrier underwriters and insureds for timely information.

The role requires sharp attention to detail, proactive communication, and experience with insurance management platforms.