Job Description

Insurance Sales Assistant

Department: Operations

Employment Type: Full Time

Location: Client

Compensation: ₱25,000 - ₱40,000 / month

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