Remote Insurance Admin & Policy Processing Specialist

NightOwl Consulting Philippines Inc.; Philippines; On-site; PHP 279,000 - 446,400; Full time

Benefits offered by this job

Above market salary

HMO on Day 1 for principal and two de–

Government-mandated benefits

Performance-based incentives

Quarterly company events

1,000 PHP De Minimis

Equipment and software provided

Job summary

NightOwl Consulting Philippines Inc. seeks an Overseas Virtual Assistant to provide administrative and customer service support to the personal lines insurance team. You will assist with policy processing, client communication, and documentation management in a fast-paced environment.

The role requires strong organizational skills, attention to detail, and experience with EZLynx or similar CRM systems, ensuring accurate data handling and timely follow-ups.

Qualifications

• Knowledge of personal lines insurance (home, auto, umbrella).
• Experience with policy binding, endorsements, and documentation.
• Proficiency in EZLynx or similar CRM systems.
• Strong document management and organizational skills.
• Attention to detail in handling policy data and effective dates.
• Experience with invoicing and billing coordination.
• Ability to track, follow up, and manage pending requirements.
• Familiarity with loan closing and processing coordination.
• Strong communication and time management skills.

Responsibilities

• Provide administrative, customer service, and operational support to the personal lines team.
• Assist with policy processing, client communication, and documentation management.
• Follow up on requirements and manage closing activities for policies.
• Send policy documents, ID cards, and invoices to customers.
• Coordinate with loan closings and processing teams as needed.
• Monitor documents in EZLynx and update closing dates when required.

Skills

Personal lines insurance knowledge

Policy binding experience

Invoicing and billing coordination

Document management

Strong communication skills

Time management

Customer service

Tools

EZLynx

CRM systems

Job description

NightOwl Consulting Philippines Inc. seeks an Overseas Virtual Assistant to provide administrative and customer service support to the personal lines insurance team. You will assist with policy processing, client communication, and documentation management in a fast-paced environment.

The role requires strong organizational skills, attention to detail, and experience with EZLynx or similar CRM systems, ensuring accurate data handling and timely follow-ups.