US Insurance Marketing Coordinator

Patra Philippines LLC; Manila; On-site; PHP 446,000 - 670,000; Full time

Benefits offered by this job

Training provided

HMO after 30-60 days

13th month pay

Life insurance for employee and depend

Government mandated benefits

Night shift differential bonus

Meal allowance

Transportation allowance

Overtime benefits per Philippine law

12 days VL and 10 SL per year

Mon-Fri schedule, weekends off

Job summary

Patra Philippines LLC is seeking an experienced account services professional to manage day-to-day commercial property and casualty accounts in Metro Manila. You will handle marketing, client inquiries, COIs, renewals, and policy servicing within the Epic system, supporting program managers and account executives.

We value independence, strong organization, and the ability to juggle multiple accounts while delivering excellent customer service and timely updates to carriers and clients.

Qualifications

• 3+ years in Commercial Lines servicing, marketing, or account management.
• High school diploma or equivalent required.
• Experience with Epic and renewal workflows.
• Experience coordinating with carriers and underwriters independently.

Responsibilities

• Provide day-to-day account management to less complex commercial property and casualty accounts.
• Prepare submissions for carrier marketing and quoting.
• Issue and manage COIs with timely delivery.
• Coordinate policy renewals and track timelines.
• Conduct marketing and carrier outreach for quotes and coverage options.
• Follow up on outstanding items and client inquiries to ensure timely resolution.
• Process policy transactions and servicing in Epic.
• Maintain policy and client documentation in Epic and document management systems.
• Partner with Account Executives and Program Managers to support retention.
• Support leadership by managing day-to-day insurance operations.

Skills

Time-management

Organizational skills

Communication skills

Customer service

Attention to detail

Education

High school diploma or equivalent

Tools

Epic

MS Office

Job description

About the role

Provide day-to-day account management to less complex commercial property and casualty accounts. Includes new and renewal marketing, handling client questions and requests, and coverage review. Support Program Managers and Account Executives.

Key responsibilities

• Serve as a dedicated operational partner, taking ownership of daily commercial insurance servicing activities with minimal supervision.
• Build and prepare insurance submissions for carrier marketing and quoting.
• Issue, manage, and maintain Certificates of Insurance (COIs), ensuring accuracy and timely delivery.
• Coordinate policy renewals, including gathering required information, preparing renewal documentation, and tracking renewal timelines.
• Conduct marketing activities and carrier outreach to obtain quotes, coverage options, and underwriting information.
• Proactively follow up on outstanding items, carrier requests, renewals, endorsements, and client inquiries to ensure timely resolution.
• Process policy transactions, endorsements, renewals, and servicing activities within the Epic management system.
• Maintain accurate policy and client documentation in Epic and agency document management systems.
• Partner with Account Executives and Program Managers to support account retention and client satisfaction.
• Manage day-to-day insurance operations, enabling leadership to focus on client relationships, complex insurance matters, agency growth, and strategic initiatives.

About you

• 3+ years of Commercial Lines insurance servicing, marketing, or account management experience.
• High school diploma or graduate equivalent degree required.
• Hands-on experience with Epic and commercial insurance renewal workflows.
• Experience managing certificates, submissions, carrier marketing, and policy servicing processes independently.
• Proven ability to independently manage multiple accounts, priorities, and deadlines with minimal supervision.
• Strong follow-up, organizational, and time-management skills with exceptional attention to detail.
• Experience working directly with insurance carriers and underwriters for marketing, quoting, and policy servicing activities.
• Ability to proactively identify and resolve issues while maintaining outstanding customer service standards.
• Working knowledge of Microsoft Office suite of products.
• Strong verbal, written, and interpersonal communication skills.

Benefits

• Training is provided
• HMO card after 30-60 days of employment (up to two eligible dependents)
• 13th month pay
• Life Insurance for both principal and dependent
• Government mandated benefits
• Performance BonusDifferentials will be paid for night shift and Philippine holiday work time.
• Meal, utility and transportation allowance
• Philippine labor/overtime laws will be followed (if OT required)
• 12 days VL and 10 SL credits per annum
• Monday - Friday work schedule. Weekends off

About us

Patra Corporation is a global leader in insurance back-office and account management business process outsourcing. We provide a wide range of services designed to lower costs, reduce risk, and improve productivity through the transfer of account management and business support functions — such as policy checking, certificate issuance, eligibility processing, quality control, and account audits — to operations centers in the US, India, and the Philippines.