Insurance Sales Assistant

Department: Operations

Employment Type: Full Time

Location: Brgy., Bungad/ Quezon City/ Philippines, Client, Remote

Key Responsibilities

• Obtain payment information from the Account Manager.
• Confirm policy effective dates.
• Bind policies for home, auto, umbrella, PAF, and other applicable lines.
• Download RCEs, applications, policies/DEC pages, and invoices (when provided by the carrier).
• Create invoices in EZLynx when the carrier does not provide one.
• Prepare endorsement checklists for home, auto, or both as needed.
• Upload all documents into EZLynx, create a signature envelope, and send applications and checklists to the customer for signatures.
• Send auto ID cards, policy documents, receipts, and related materials to the customer.
• For loan closings, send RCE, policy/DEC page, and invoice to the processing team, then upload the sent email to customer documents.

• Monitor EZLynx for signed applications and endorsement checklists; follow up on missing documents.
• Download signed applications and upload them to the carrier when required.
• Track leads for the Account Manager (if applicable).
• Update closing dates as needed and send revised policy documents to loan officers or processing teams.

Skills, Knowledge and Expertise

• 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

Benefits

• Above market salary
• HMO on Day 1 for principal and two dependents
• Government-mandated benefits
• Performance-based Incentives
• Quarterly Company Events
• 1,000 PHP De Minimis
• Equipment and software provided