Administrative Assistant, General Liability Insurance Knowledge

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Initiate new projects within Ignite CRM and QuickBooks.

• Develop and manage project estimates in QuickBooks.

• Gather and organize essential project documents throughout the lifecycle of the project.

• Conduct weekly project tracking and generate monthly project reports.

• Acquire certificates of insurance and additional insured endorsements from insurance agents.

• Apply principles related to General Liability, Umbrella, Workers Compensation, Excess policies, experience modification rates, and Workers Comp class codes.

• Oversee OCIP enrollment and ensure adherence to OCIP requirements.

• Keep records of insurance certificates, endorsements, and OCIP documentation.

• Examine project contracts for insurance requirements and evaluate coverage limits against those requirements.

• Prepare contracts for the president’s signature.

• Complete prequalification documents for clients, contractors, and project owners.

• Maintain records of signed contracts and prequalification submissions.

• Communicate with customers via email regarding projects, necessary documentation, and updates.

• Address customer calls and inquiries.

• Follow up on pending insurance documents, signed contracts, tax exemption certificates, and other required documentation.

• Collect, organize, and file contracts, insurance certificates, tax exemption certificates, prequalification documents, and correspondence.

• Request and confirm tax exemption certificates.

• Assist with billing overflow and various administrative tasks.

• Process ACH forms and credit applications for new vendors.

⛳️ Requirements

• Fundamental understanding of general liability insurance, including GL, Umbrella, Workers Compensation, Excess policies, experience modification rates, and WC class codes.

• Highly organized, capable of managing multiple active projects and open administrative tasks simultaneously.

• Excellent written and verbal communication skills.

• Ability to initiate tasks and see them through to completion before proceeding; methodical and meticulous.

• Basic knowledge of QuickBooks, encompassing data entry and project setup in QBO.

• Proficient in Adobe, Microsoft Word, Microsoft Excel, and Google Sheets.

• Dependable and self-motivated in a remote working environment.

• Preferred experience with Ignite CRM or similar project management software.

• Preferred experience with BidBoard or analogous construction bidding platforms.

• Prior experience in construction, specialty contracting, or a project-driven business is preferred.

• Familiarity with OCIP programs and construction prequalification is preferred.

• Background in contract administration or project documentation within a construction setting is preferred.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Flexible work schedule and remote work options.

• Opportunities for professional development and career advancement.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company matching.