NightOwl Consulting
Insurance Sales Assistant
Full-timeMidWorldwideacum o săptămânăSales
Salariu estimat
€25,000 - €40,000
Rol remote de suport clienti pentru echipe internationale
Despre rol
The Overseas Virtual Assistant will provide administrative, customer service, and operational support to the personal lines insurance team. This role ensures smooth daily workflow by assisting with policy processing, client communication, documentation management, and follow-up activities.
The ideal candidate is highly organized, detail-oriented, comfortable working with insurance systems, and able to deliver professional service in a fast-paced environment.
Key Responsibilities
Closing
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.
Maintenance
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
Originally posted on Himalayas
Listat via Himalayas
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