Personal Lines Insurance Specialist

Enzo; Philippines; Remote; PHP 180,000 - 260,000; Full time

Job summary

Enzo is seeking an Insurance Specialist to support Account Managers with essential processing tasks and client servicing. This entry-level role focuses on certificates of insurance, endorsements, auto ID cards, and policy preparation, while maintaining accurate records in the Agency Management System.

The ideal candidate has insurance exposure or experience and a 4-year degree preferred, with strong English communication, detail orientation, and a proactive, customer-focused mindset to adapt to

Qualifications

• Experience in the insurance industry preferred.
• A 4-year college degree is preferred.
• Excellent English communication.
• Solid understanding of insurance policies, procedures, and terminology.
• Experience with CRM (Epic) and Indio recommended.
• Remote work requires own computer and dual-monitor setup.

Responsibilities

• Process Certificates of Insurance and Evidence of Insurance.
• Handle Auto ID Cards, Endorsements, and policy preparation.
• Enroll accounts in the Agency Management System and add applications to Marketing Module.
• Perform miscellaneous clerical duties to ensure adequate service.

Skills

English comms

Customer service

Organizational skills

Time management

Attention to detail

Adaptability

Ethical conduct

Technical skills

Cultural sensitivity

Education

Bachelor's degree preferred

Tools

Epic CRM

Indio

Excel

Job description

Position Summary:

The Insurance Specialist is an entry-level role that supports Account Managers and Producers with various administrative tasks related to insurance processing and client servicing.

Essential Duties and Responsibilities:

Assist with processing:

• Certificates of Insurance
• Evidence of Insurance
• Auto ID Cards
• Endorsements
• Policy preparation and review
• Request loss runs from expiration lists
• Enroll accounts in the Agency Management System
• Add applications to the Marketing Module
• Perform miscellaneous clerical duties to ensure adequate service

Education and Experience:

- Experience in the insurance industry preferred

- A 4-year college degree is preferred

Job Requirements:

Background: Experience in Property and Casualty Insurance or with nationally recognized insurance carriers is highly valuable.

Language Proficiency: Excellent communication skills in English.

Insurance Knowledge: Solid understanding of insurance policies, procedures, and terminology.

Customer Service Skills: Exceptional customer service skills, including conflict resolution and problem-solving.

Organizational Skills: Highly organized and detail-oriented.

Time Management: Effective time management skills, able to prioritize tasks and meet deadlines.

Adaptability: Willingness to learn and adapt to different insurance policies and regulations.

Attention to Detail: Keen eye for detail to ensure accuracy in documents and policies.

Ethical Conduct: High ethical standards, maintaining confidentiality and data protection.

Technical Skills: Proficiency in relevant software, including CRM (Epic), signature software (Indio), document management (Excel), and digital communication tools.

Cultural Sensitivity: Strong interpersonal skills to work with diverse clients.

Requirements: Must own a computer with Wi-Fi and a dual-monitor setup for remote work.