Insurance Support Specialist

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

📋 Description

• Assist in generating high-volume quotes for personal and commercial insurance.

• Collect necessary information to ensure accurate quoting.

• Input and maintain information for prospects and clients.

• Follow up with prospects concerning quotes and any outstanding information.

• Arrange appointments for the agency owner.

• Aid in tracking renewals and managing follow-ups.

• Update activities, notes, and stages within the CRM system.

• Keep digital records organized and accurate.

• Communicate in a professional manner via email, phone, and text.

• Follow up on ongoing tasks and ensure timely completion of requests.

• Provide assistance with policy documentation and general administrative tasks.

• Help document and enhance internal processes as the agency evolves.

• Safeguard confidential information pertaining to clients and insurance.

⛳️ Requirements

• Prior experience in the insurance industry.

• Background in supporting insurance quoting or policy servicing.

• Knowledge of personal or commercial insurance lines.

• Proficient in both written and spoken English.

• Exceptional attention to detail.

• Strong organizational and time-management abilities.

• Professional communication skills with clients.

• Capability to handle multiple requests and priorities effectively.

• Willingness to learn new systems and processes.

• Dependable internet connection and a suitable professional remote workspace.

• Ability to work independently while adhering to established procedures.

• Experience with AgencyZoom, Applied Epic, AMS360, Salesforce, Google Workspace, or similar platforms is preferred.

• Preference for candidates with experience in both personal and commercial insurance lines.

• Previous experience in preparing or assisting with high-volume quotes is advantageous.

• Familiarity with insurance renewals and prospect management is preferred.

• Experience with an independent insurance agency is desirable.

• Background in appointment-setting or customer service is preferred.

• Proficiency in Spanish is a plus, though not mandatory.

🏝️ Benefits

• Opportunity to transition from part-time as the agency grows.

• Work remotely.

• Flexible schedule coordinated with the agency owner.