Remote Insurance Admin & Policy Coordinator

Moder Solutions Inc.

Muntinlupa

On-site

PHP 240,000 - 300,000

Full time

11 days ago

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Job summary

Moder Solutions Inc. is seeking a highly organized Virtual Insurance Back-Office Agent in the Philippines to provide administrative and operational support to an insurance broker and their team.

The role covers policy processing, data entry, documentation, policy maintenance, and communications with clients and carriers. Strong English skills, attention to detail, and the ability to work independently are essential; insurance industry experience is preferred.

Qualifications

  • 2+ years of experience in insurance, insurance agency operations, or related administrative role preferred.
  • Experience with Farmers insurance systems/software strongly preferred.
  • Understanding of basic Property & Casualty insurance terminology and policy transactions.
  • Excellent written and spoken English.
  • Strong computer and data-entry skills.
  • Attention to detail and accuracy.
  • Ability to work with multiple systems and applications simultaneously.
  • Strong organizational and time-management skills.
  • Ability to work independently with minimal supervision.
  • Reliable internet connection and appropriate work-from-home environment.

Responsibilities

  • Enter, update, and maintain accurate policy and client information in the broker’s systems.
  • Utilize Farmers insurance software and related systems to complete back-office tasks.
  • Process policy transactions, endorsements, renewals, cancellations, and other changes.
  • Review policy information for accuracy and completeness.
  • Download, upload, organize, and maintain policy documents and correspondence.
  • Assist with preparation of applications, supplemental forms, certificates, and other documentation.
  • Process incoming documents and route information to the appropriate broker or team member.
  • Maintain organized electronic files in accordance with agency procedures.
  • Assist brokers and producers with daily administrative activities.
  • Prepare information for client and carrier communications.
  • Follow up on outstanding documentation, applications, signatures, and other required information.
  • Assist with renewal preparation and gathering required policy information.
  • Research policy information and provide accurate information to the broker.
  • Maintain task lists and follow up on outstanding items.
  • Help keep the broker’s book of business current and accurate.
  • Enter data accurately and efficiently into agency and carrier systems.
  • Verify information across multiple systems and identify discrepancies.
  • Perform quality-control checks on policy and client information.
  • Maintain confidentiality of client, policy, financial, and business information.
  • Follow established workflows, procedures, and security protocols.
  • Communicate professionally with brokers, agency personnel, carriers, and other contacts.
  • Respond to internal requests in a timely manner.
  • Draft professional emails and correspondence as requested.
  • Escalate issues, exceptions, or items requiring broker authorization.

Skills

Attention to detail
Data entry
Excellent English
Independence
Time management
Organization

Tools

Farmers insurance software

Job description

Moder Solutions Inc. is seeking a highly organized Virtual Insurance Back-Office Agent in the Philippines to provide administrative and operational support to an insurance broker and their team.

The role covers policy processing, data entry, documentation, policy maintenance, and communications with clients and carriers. Strong English skills, attention to detail, and the ability to work independently are essential; insurance industry experience is preferred.

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