P&C Insurance Back‑Office Specialist

Tavor Perry; Tagum; On-site; PHP 240,000 - 480,000; Full time

Job summary

Tavor Perry is seeking an experienced Property & Casualty Account Manager to support the back-end operations of a growing commercial insurance practice in the Philippines. You will manage policy documents and client records in the agency management system, serve as a liaison with underwriters, and help free producers to focus on selling.

Responsibilities include handling policy processing, data accuracy, scheduling, and proactive communication with underwriters.

Qualifications

• At least 1 year of Property & Casualty CSR or account management experience.
• Working knowledge of commercial insurance lines.
• Experience using an agency management system (QQ Catalyst, Applied Epic, AMS360, HawkSoft).
• Strong phone and written English communication.
• Accurate data entry and record-keeping.
• Self-reliant, meticulous and consistent output.
• Professional, client-ready communication.

Responsibilities

• Process incoming policies and save them to the correct client records in the agency management system (QQ Catalyst).
• Update policy information, client details, and account data accurately and on time.
• Run back-end agency operations, including emails, document handling, and scheduling.
• Communicate with underwriters by phone and email to support quoting and submissions.
• Build and maintain strong working relationships with underwriters and carrier contacts.
• Support commercial lines accounts such as workers' compensation, business auto, and general liability.
• Organize and maintain client files, policy records, and account documentation.
• Follow up on pending items and flag issues or missing information to the agent.
• Keep the agency management system clean, current, and well organized.

Skills

P&C CSR / Account Manager experience

Commercial insurance knowledge (WC, BI

Agency management systems (QQ Catalyst

QQ Catalyst

Applied Epic

AMS360

HawkSoft

Strong phone & written English

Data entry & record-keeping accuracy

Self-reliant, meticulous & consistent

Professional client-ready communicator

Tools

QQ Catalyst

Applied Epic

AMS360

HawkSoft

Job description

Tavor Perry is seeking an experienced Property & Casualty Account Manager to support the back-end operations of a growing commercial insurance practice in the Philippines. You will manage policy documents and client records in the agency management system, serve as a liaison with underwriters, and help free producers to focus on selling.

Responsibilities include handling policy processing, data accuracy, scheduling, and proactive communication with underwriters.