Insurance VA - Commission & Agency Support

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

Job summary

Office Beacon LLC in the Philippines seeks an Insurance Operations & Commission Support Specialist to assist daily agency operations using AgencyZoom and APEX, focusing on commission reporting, policy tracking, and data entry. The role collaborates with producers, CSRs, lead vendors, and internal teams to ensure activity is documented, tracked, and processed.

A fast-paced back-office environment requires keen attention to detail and strong organizational skills, with night shifts for US clients

Qualifications

• Experience in insurance operations or back-office roles.
• Experience with commission reporting and policy tracking.
• Familiar with insurance agency systems.
• Ability to coordinate with producers, CSRs, and vendors.
• Willingness to work night shift for US clients.
• On-site work at Philexcel Clark, Pampanga.

Responsibilities

• Generate and maintain commission reports using applicable agency systems.
• Track policies to identify cancellations and rewrites within a 60-day period.
• Review and verify chargebacks and follow up on discrepancies.
• Track and verify reinstated policies.
• Review and process bad lead returns to lead vendors.
• Verify daily quotes reported by producers.
• Track and verify service renewal calls by producers or team members.
• Perform accurate data entry for policy rewrites to support the CSR team.
• Maintain accurate policy, commission, lead, and activity records in AgencyZoom and APEX.
• Review submitted information for completeness and accuracy.
• Coordinate with producers and CSRs when information is missing or requires clarification.
• Assist with maintaining accurate operational records and completing daily administrative tasks.
• Follow established processes and deadlines while managing multiple priorities.

Skills

Attention to detail

Organizational skills

Communication skills

Team coordination

Night shift availability

Multitasking

Tools

AgencyZoom

APEX

Job description

We are looking for a detail-oriented Insurance Operations & Commission Support Specialist to assist with daily insurance agency operations using AgencyZoom and APEX.

This role focuses on commission reporting, policy tracking, chargeback verification, reinstatements, lead management, quote and renewal tracking, and accurate data entry. The ideal candidate has experience working with insurance agency systems and understands the importance of maintaining accurate policy and commission records.

You will work closely with producers, CSRs, lead vendors, and internal teams to ensure reported activity is properly documented, tracked, and processed.

This is a fast-paced back-office insurance support role requiring strong attention to detail, organization, and the ability to manage multiple daily tasks.

Responsibilities

• Generate and maintain commission reports using applicable agency systems.
• Track policies to identify those that have been cancelled and rewritten within a 60-day period.
• Review and verify chargebacks and identify discrepancies requiring follow-up.
• Track and verify reinstated policies.
• Review and process bad lead returns to lead vendors based on established criteria.
• Verify daily quotes reported by producers.
• Track and verify service renewal calls reported by producers or team members.
• Perform accurate data entry for policy rewrites to support the CSR team.
• Maintain accurate policy, commission, lead, and activity records in AgencyZoom and APEX.
• Review submitted information for completeness and accuracy.
• Coordinate with producers and CSRs when information is missing or requires clarification.
• Assist with maintaining accurate operational records and completing daily administrative tasks.
• Follow established processes and deadlines while managing multiple priorities.

Qualifications

• Hands-on experience with AgencyZoom and/or APEX is strongly preferred.
• Previous experience in an insurance agency, insurance operations, or insurance back-office support role.
• Experience handling commission reports and/or commission-related tracking.
• Experience tracking policies, cancellations, rewrites, and reinstatements.
• Experience reviewing or verifying chargebacks.
• Experience with insurance lead management and returning bad/invalid leads to vendors.
• Experience verifying producer-reported quotes and sales activity.
• Experience tracking renewal/service calls or similar producer activity.
• Experience performing insurance-related data entry, particularly policy rewrites.
• Strong attention to detail and accuracy when handling policy and commission information.
• Ability to work with multiple teams, including producers, CSRs, and lead vendors.
• Strong organizational and follow-up skills.
• Willingness and availability to work a night shift to accommodate US-based clients.
• Must be available to work during the client's required US business hours/Pacific Time schedule, including the corresponding Philippine night-shift hours.
• Must be willing to work onsite (Philexcel Clark, Pampanga).