Night-Shift P&C Policy Processing Specialist

Office Beacon (Philippines) Inc.

Mabalacat

On-site

PHP 446,000 - 781,000

Full time

2 days ago
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Job summary

Office Beacon (Philippines) Inc. is seeking a highly organized P&C Insurance Policy Processing Specialist to support Account Executives with policy administration and servicing.

This non-client-facing role focuses on processing, documentation, tracking, reconciliation, and follow-through, in a night-shift schedule aligned with US business hours. Ideal candidates will have US Property & Casualty experience, preferably in personal lines or high-net-worth accounts, and strong Applied Epic

Qualifications

  • Prior experience in US Property & Casualty insurance.
  • Experience supporting personal lines, high-net-worth personal lines, or independent agencies.
  • Experience processing endorsements, policy changes, cancellations, billing requests, and other policy transactions.
  • Experience using carrier websites/portals and processing policy downloads.
  • Applied Epic experience strongly preferred.
  • Experience preparing Certificates of Insurance and/or Evidence of Insurance.
  • Maintain asset schedules (vehicles, residences, valuable articles, watercraft, etc.).
  • Strong documentation, organization, and follow-through.
  • Excellent written English and professional communication.

Responsibilities

  • Process policy endorsements through carrier websites and Applied Epic.
  • Process policy changes and other policy transactions.
  • Process cancellation notices and follow-up activities.
  • Handle billing requests, follow-up documentation, and non-payment activities.
  • Assist with mortgagee and lienholder requests.
  • Prepare Certificates of Insurance and Evidence of Insurance.
  • Assist with policy checking and document review.
  • Prepare renewal documentation using PowerPoint templates for Account Executive review.
  • Maintain schedules of insured assets such as vehicles and residences.
  • Track open endorsements and policy transactions through completion.
  • Confirm final policy documentation is filed.
  • Monitor carrier portals for activity requiring follow-up or reconciliation.
  • Identify missing or outdated information in client files for Account Executive review.
  • Manage multiple concurrent transactions and deadlines with accurate records.

Skills

US P&C insurance
Personal lines
Attention to detail
Written English

Tools

Applied Epic

Job description

Office Beacon (Philippines) Inc. is seeking a highly organized P&C Insurance Policy Processing Specialist to support Account Executives with policy administration and servicing.

This non-client-facing role focuses on processing, documentation, tracking, reconciliation, and follow-through, in a night-shift schedule aligned with US business hours. Ideal candidates will have US Property & Casualty experience, preferably in personal lines or high-net-worth accounts, and strong Applied Epic

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