Property and Casualty Insurance Account Manager

VA Masters

Bislig

Presencial

PHP 250.000 - 380.000

Jornada completa

Hace 5 días
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Descripción de la vacante

vamasters, Inc. is seeking an experienced Property and Casualty Insurance Account Manager to support back-end operations of a growing commercial agency.

You will manage policy documents and client records in our agency management system, serve as a liaison with underwriters, and relieve the producer to focus on selling. Candidates should have hands-on P&C agency experience, expertise with QQ Catalyst or similar systems, and strong English communication.

Formación

  • Proven experience as a Property and Casualty CSR or Account Manager.
  • Working knowledge of commercial insurance lines (workers' comp, business auto, general liability).
  • Experience using an agency management system (QQ Catalyst, Applied Epic, AMS360, HawkSoft).
  • Strong phone and written English communication skills.
  • Strong data entry and record-keeping accuracy.
  • Trustworthy, careful, and comfortable working on your own.
  • Strong communication skills and a professional, client-ready manner.

Responsabilidades

  • Process incoming policies and file them under the right client records in the agency management system (QQ Catalyst).
  • Keep policy information, client details, and account data updated accurately and on time.
  • Handle back-end agency operations, including emails, document handling, and scheduling.
  • Talk with underwriters by phone and email to support quoting and submissions.
  • Develop and nurture strong working relationships with underwriters and carrier contacts.
  • Service commercial lines accounts, including workers' compensation, business auto, and general liability.
  • Keep client files, policy records, and account documentation organized and maintained.
  • Chase pending items and alert the agent to issues or missing information.
  • Keep the agency management system tidy, current, and well organized.

Conocimientos

Property and Casualty CSR or Account M
Commercial insurance knowledge
Agency management system experience
Strong phone and written English
Data entry and record-keeping accuracy
Trustworthy and independent worker
Professional client-facing comms

Herramientas

QQ Catalyst
Applied Epic
AMS360
HawkSoft

Descripción del empleo

Job Summary:

Our agency is on track to hire an experienced Property and Casualty Insurance Account Manager to support the back-end operations of a growing commercial insurance agency. You will manage policy documents and client records in our agency management system, keep the agency organized, and serve as a point of contact with underwriters. You'll stand out with hands-on P&C agency experience and the ability to take work off the producer's plate, so the producer can focus on selling.


Key Responsibilities:


  • Process incoming policies and file them under the right client records in the agency management system (QQ Catalyst)

  • Keep policy information, client details, and account data updated accurately and on time

  • Handle back-end agency operations, including emails, document handling, and scheduling

  • Talk with underwriters by phone and email to support quoting and submissions

  • Develop and nurture strong working relationships with underwriters and carrier contacts

  • Service commercial lines accounts, including workers' compensation, business auto, and general liability

  • Keep client files, policy records, and account documentation organized and maintained

  • Chase pending items and alert the agent to issues or missing information

  • Keep the agency management system tidy, current, and well organized


Mandatory Skills:


  • Proven experience as a Property and Casualty Customer Service Representative (CSR) or Account Manager

  • Working knowledge of commercial insurance lines (workers' comp, business auto, general liability)

  • Experience using an agency management system (e.g., QQ Catalyst, Applied Epic, AMS360, HawkSoft)

  • Strong phone and written English communication skills

  • Strong data entry and record-keeping accuracy

  • Trustworthy, careful, and comfortable working on your own

  • Strong communication skills and a professional, client-ready manner


Preferred Skills:


  • Direct experience with QQ Catalyst

  • Experience communicating with underwriters and building carrier relationships

  • Familiarity with commercial insurance quoting, submissions, and policy servicing workflows

  • Experience with certificates of insurance, endorsements, and renewals

  • Skilled at running several accounts and priorities side by side

  • Comfort picking up new systems and processes quickly


Why Join Us:

Here is a great opportunity to play a key part in a growing insurance agency, with real ownership of the back-end operations. You will work directly with the agency owner and hold a visible role in how the agency serves clients and carriers. There is room to grow as the agency expands.

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