Remote Project & Insurance Admin Specialist

Remote Raven; Philippines; On-site; PHP 347,000 - 520,000; Full time

Job summary

Remote Raven is seeking a detail-oriented project administrator to support insurance coordination, contract review, and document control for US East Coast construction clients. This full-time remote role requires strong English communication, QuickBooks Online, and CRM/document management proficiency.

You will manage project setup, certificates of insurance, prequalification, and client communications, while maintaining organized records and timely reporting.

Qualifications

• Basic understanding of general liability insurance; GL, Umbrella, WC, Excess policies, experience mod numbers, WC class codes.
• Highly organized with multi-project management capability.
• Strong written and verbal English—responsive and professional.
• Ability to start and complete tasks end-to-end.
• Basic QuickBooks Online data entry and project setup.
• Proficiency in Adobe Acrobat, Word, Excel, and Google Sheets.
• Reliable, self-directed in a remote, US Eastern business hours environment.

Responsibilities

• Set up new projects in Ignite (CRM) and QuickBooks with accurate data entry; create and maintain project estimates in QuickBooks; collect and organize project documents; maintain weekly tracking and monthly reports.
• Coordinate with insurance agents to obtain COIs and endorsements; understand GL, Umbrella, WC, Excess policies, experience mods, and WC class codes; manage OCIP enrollment; maintain organized records of certificates and endorsements.
• Review project contracts for insurance requirements and prepare contracts for president's signature; complete prequalification documents; maintain records of contracts and submissions.
• Email customers about new projects, required docs and updates; respond promptly by phone and email; follow up on outstanding items; maintain professional communication.
• Collect, organize, and file project documents in systems; request tax-exempt certificates; keep files accessible.
• Provide administrative support such as billing overflow and vendor onboarding (ACH forms, credit apps).

Skills

GL knowledge

Organization

English comms

Task-focused

QuickBooks Online

Adobe Acrobat

MS Excel

Google Sheets

Ignite CRM

BidBoard

MS Word

Teams/OneDrive

Tools

QuickBooks Online

Ignite CRM

Adobe Acrobat

MS Word

MS Excel

Google Sheets

BidBoard

Microsoft Teams

OneDrive

Job description

Remote Raven is seeking a detail-oriented project administrator to support insurance coordination, contract review, and document control for US East Coast construction clients. This full-time remote role requires strong English communication, QuickBooks Online, and CRM/document management proficiency.

You will manage project setup, certificates of insurance, prequalification, and client communications, while maintaining organized records and timely reporting.