Job Description

About MyOutDesk

Since 2008, MyOutDesk has connected highly skilled professionals with growing and established U.S.-based organizations, enabling them to make a real and measurable business impact as part of extended global teams.

Trusted by companies in real estate, healthcare, finance, professional services, and other growth industries, MyOutDesk provides professionals the opportunity to build stable, long-term remote careers while contributing meaningfully to high-performing teams.

About the Client

Our client is a well-established, independent full-service insurance agency that has been serving its local community for nearly a century. With deep roots in the region, the agency has built a strong reputation for delivering personalized insurance solutions tailored to both individual and business needs.

Backed by a team of highly experienced Insurance Advisors, the company combines decades of industry expertise with a client-first approach. They focus on understanding each client’s unique situation to provide comprehensive coverage and informed recommendations.

More than just offering insurance policies, the agency prides itself on building long-term relationships—ensuring clients have a trusted advisor they can rely on for guidance, support, and peace of mind, especially during critical moments such as claims or policy inquiries.

About the Role

We are seeking a highly organized and detail-oriented Agency Assistant to support a growing insurance agency. This role will primarily assist account managers with administrative and service-related tasks, focusing on non-licensed insurance support functions such as processing policy documentation, managing certificates and renewals, and ensuring accurate communication with lenders, carriers, and internal stakeholders.

The ideal candidate is proactive, process-driven, and capable of following structured procedures while maintaining a high level of accuracy. This role plays a key part in streamlining daily agency operations, reducing administrative workload, and ensuring timely processing of client and lender requests.

The Agency Assistant will work closely with the agency team, follow established Standard Operating Procedures (SOPs), and contribute to improving workflow efficiency and service turnaround times.

Schedule: Night Shift, PST

Work Set Up: Remote, Philippines

Key Responsibilities

Insurance Administrative Support

• Assist account managers with day-to-day administrative tasks related to personal and commercial insurance policies
• Handle non-licensed insurance support tasks, including documentation processing, policy downloads, and administrative updates
• Access carrier portals to retrieve policy documents and renewal information
• Maintain accurate and up-to-date records within the agency management system

Certificates & Evidence of Insurance

• Process certificate of insurance requests from lenders, clients, and internal stakeholders
• Review existing certificates and duplicate or update them as needed
• Ensure all required parties receive accurate and complete documentation
• Maintain organized records of certificate requests and confirmations

Policy Renewals Management

• Monitor renewal lists within the agency management system
• Retrieve renewal policies from carrier portals as they become available
• Distribute renewal documents to clients and lenders in a timely manner
• Escalate missing renewals or discrepancies to account managers when necessary
• Ensure renewals are processed within established service timelines

Communication & Coordination

• Communicate with insurance carriers and lenders via email to obtain documentation or clarify information
• Collaborate with account managers and internal team members
• Utilize Microsoft Teams and other communication tools to coordinate tasks and updates
• Provide timely updates on outstanding requests or issues

Process & Workflow Support

• Follow established SOPs and administrative workflows
• Support the maintenance of organized procedures and documentation processes
• Identify process gaps or missing information and escalate as needed
• Maintain high levels of organization, accuracy, and accountability

Key Performance Expectations

• Certificate requests are completed within 24–48 hours
• Renewals are reviewed and distributed within 10 days of policy renewal (or sooner)
• High accuracy with minimal follow-up required from lenders or carriers
• Consistent adherence to agency procedures and service standards

Requirements

• Graduate of a Bachelor’s degree, or at minimum, completion of a post-secondary (post–high school) diploma
• At least 3 years of relevant work experience
• Minimum of 1 year of experience supporting a US-based client, preferably within a BPO or outsourcing environment
• Experience with agency management systems (e.g., AMS360) preferred
• Proficiency in Microsoft Teams, email, and cloud-based tools
• Ability to navigate multiple carrier portals and retrieve policy documentation
• Previous experience supporting insurance agencies, administrative teams, or service operations preferred

Benefits

• $400 Placement Bonus after successfully completing your first 30 days with your first MOD client

• Independent Contractor Referral Program – Earn up to $330 for every successful referral
• MOD Cash Advance Program available after 6 months of active service with MOD client/s
• Comprehensive HMO Coverage for you and 1 dependent, starting after 6 months of active service with MOD client/s
• Dental Benefits through Maxicare Dental Hub
• Optical Reimbursement for HMO principal members
• Group Life Insurance with Accidental Death & Dismemberment coverage
• Maternity Reimbursement for both normal and Caesarean delivery
• 6 Paid US Holidays
• 7 Additional Vacation Leave Credits after 10 months of active service with the current MOD client
• 7 Additional Sick Leave Credits after 1 year of active service with the current MOD client/s
• Unlimited Upskilling Opportunities through MODUniversity
• Mentorship and collaboration with global leaders and teams
• Clear career advancement pathways within the organization
• Diverse, inclusive, and supportive workplace environment