Insurance Operations Specialist

We are seeking a detail-oriented Insurance Operations Specialist to support our Personal Lines, Commercial Lines, and Account Management teams. This is a non-customer-facing role focused on policy servicing, processing, documentation, and back-office insurance operations. The ideal candidate is organized, process-driven, and comfortable working across multiple insurance workflows while supporting internal stakeholders such as Account Managers, Loan Officers, and Operations.

Key Responsibilities

Policy Servicing & CSR Support (Non-Customer Facing)

• Process mortgagee clause updates
• Add or remove scheduled coverage
• Follow up on policy discounts
• Make policy edits and corrections (e.g., personal contact information)
• Update billing information, including payment plan changes
• Process policy cancellations
• Review and identify policy changes and assigned tasks (e.g., EZL tasks)
• Add or remove drivers and vehicles
• Update VINs and correct policy details
• Add or update loss payee information

Account Manager Support

• Process new insurance requests from Loan Officers
• Quote new business as requested
• Assist with policy closing tasks, including:
  • Sending applications for signature
  • Auditing accounts for proper signatures and trailing documents
  • Completing endorsement checklists and obtaining required signatures
  • Collecting auto payment information
  • Binding auto, home, and umbrella policies and sending post-bind documentation to insureds
  • Submitting required documents to Loan Officers or Processors for loan closings

Administrative & Operations Support

• Track and monitor insurance licenses
• Assist with accounting, bank reconciliation, and billing tasks
• Track and reconcile commissions

Commercial Lines Support (Non-Customer Facing)

• Complete Certificates of Insurance (COIs)
• Order loss runs
• Perform policy checking and audits
• Complete ACORD forms and supplemental applications
• Update billing information and payment plans
• Process cancellations
• Quote new commercial business
• Audit accounts for proper signatures and documentation
• Follow up on trailing documents
• Perform IVANS download reconciliation

Skills, Knowledge and Expertise

• Previous experience in insurance operations, policy processing, or account support
• Familiarity with personal and/or commercial lines insurance
• Strong attention to detail and ability to follow established workflows
• Comfortable handling documentation, audits, and data accuracy tasks
• Ability to manage multiple tasks and prioritize effectively
• Experience working with agency management systems is a plus (e.g., EZL or similar)
• Reliable, organized, and able to work independently with minimal supervision

Benefits

• Above market salary
• HMO on Day 1 for principal and two dependents
• Government-mandated benefits
• Performance-based Incentives
• Quarterly Company Events
• In-depth training for career growth
• Great Company Culture and HR experience
• 1,000 PHP De Minimis
• Equipment and software provided

Originally posted on Himalayas