Sales Coordinator/Support

Remote Raven; Philippines; On-site; PHP 345,000 - 518,000; Full time

Job summary

Remote Raven in the Philippines seeks a Sales Coordinator/Support to assist Producers with quoting, binding, and processing insurance policies. You will ensure data integrity across Applied EPIC, Indio, CSR24, and other systems, while coordinating with carrier underwriters and insureds for timely information.

The role requires sharp attention to detail, proactive communication, and experience with insurance management platforms.

Qualifications

• 2+ years of experience in insurance agency support (Commercial or P&C preferred).
• Hands-on experience with Applied EPIC (highly preferred).
• Experience working with carrier portals and quoting systems.
• Strong administrative and data-entry accuracy.
• Excellent written communication skills.
• High attention to detail.

Responsibilities

• Assist Producers with quoting and binding policies.
• Review applications and documentation for completeness and accuracy.
• Attach emails and documents within agency systems.
• Follow up with carrier underwriters and insureds for missing information.
• Monitor and track outstanding quotes and policy documents.
• Set up new clients and policies in Applied EPIC.
• Enter and verify data in Indio and other internal systems.
• Maintain organized digital files and documentation.

Skills

Attention to detail

Administrative skills

Written communication

Data entry accuracy

Tools

Applied EPIC

Indio

CSR24

Carrier portals

Job description

Sales Coordinator/Support

Salary : ₱6 monthly

Company : Remote Raven

Job Type : Full Time

Location : Philippines

Job Description - Sales Coordinator/Support

Description

The Sales Coordinator Support plays a critical role in assisting Producers with the quoting, binding, and administrative processing of insurance policies. This position ensures accuracy, completeness, and timely follow-up with carrier underwriters and insureds while maintaining high-quality data entry and system integrity across agency platforms.

This role requires strong attention to detail, proactive communication skills, and experience working within insurance management systems such as Applied EPIC and carrier portals.

Producer Support

• Assist Producers with quoting and binding policies
• Review applications and documentation for completeness and accuracy
• Attach emails and supporting documents within agency management systems
• Follow up with carrier underwriters and insureds to obtain missing information
• Monitor and track outstanding quotes and policy documents

System & Data Management

• Set up new clients and policies in Applied EPIC
• Enter and verify data in Indio and other internal systems
• Maintain organized digital files and documentation
• Perform quality checks to ensure data accuracy and compliance
• Assist with internal workflow and system processes

Carrier & Client Coordination

• Communicate with carrier underwriters regarding:
• Missing information
• Quote revisions
• Binding confirmations
• Follow up with insureds for documentation and required forms
• Ensure timely response and turnaround on requests

Systems & Platforms Used

• Applied EPIC
• CSR24
• Indio
• Multiple carrier quoting platforms
• Email and document management systems

Qualifications

Required:

• 2+ years of experience in insurance agency support (Commercial or P&C preferred)
• Hands‑on experience with Applied EPIC (highly preferred)
• Experience working with carrier portals and quoting systems
• Strong administrative and data‑entry accuracy
• Excellent written communication skills
• High attention to detail

Requirements

This is a full time role

Up to $6/hr