Assistant Account Manager
3 weeks ago
Overview
Philippines | Work-from-home | Night Shift (11PM-8AM PH Time)
At GoTeam, we believe that an Assistant Account Manager is crucial for supporting our Account Management team, ensuring seamless processes during the new business and renewal phases, and maintaining the highest standards in invoicing and audits.
This role not only impacts our internal efficiencies but also contributes to our client satisfaction in an AI-driven world by streamlining operations and delivering exceptional service. Your contributions will be instrumental in achieving our goal of enhancing client relationships and ensuring compliance with industry standards.
Responsibilities- Complete quote comparisons within Fulcrum.
- Create and prepare proposals within Fulcrum.
- Create and deliver Premium Finance Agreements.
- Complete the invoicing process for all Agency Bill transactions.
- Manage the surplus lines filing process.
- Deliver binders to insured parties and follow up for policy receipt.
- Retrieve documents from various carrier websites.
- Review and process daily downloads – transactions & EDocs.
- Handle the bond renewal process.
- Complete policy checking within Fulcrum.
- Review and issue certificate contracts through CSR24.
- Process and deliver endorsements.
- Handle the audit processing and delivery.
- Manage the Off Risk process (Final Cancellations, Non-Renewal).
- Process and deliver reinstatements.
- Address Epic unrouted attachments.
- Follow up on unapplied payments and aged A/R.
- Manage debt collection requests and follow-ups.
- Conduct post-bind audits of various accounts/policies.
- Perform special projects and additional tasks as assigned.
- Company-provided laptop + second monitor
- Industry-best HMO for 1 dependent + extended dependents (₱200,000 coverage, private room, ₱10,000 meds reimbursement)
- Option to enroll up to 4 additional dependents (siblings, grandparents, partners) via salary deduction
- Access to Exceed Institute, Masterclass, and LinkedIn Learning
- Membership in GoTeam Sports Club, Yoga, and Wellness Programs
- Prorated 5 Days Vacation Leave + 5 Days Sick Leave upon regularization
- 5 Service Incentive Leave (SIL) days upon first work anniversary (convertible to cash if unused)
- Salary Loan access (post-regularization)
- Discounts with Sunnies Studios
- Welcome gift on Day 1
- Win a trip to Bali via company raffles
- Monthly gratitude events, team dinners, and leadership talks
- 24/7 financial, legal, and counseling support (up to 4 family members)
- Free telemedicine consultations
- Virtual family events and prize opportunities
- You are a college graduate.
- You have 3-5 years of assistant or related work experience.
- You possess a professional demeanor and behavior.
- You are highly organized and can handle multiple tasks and changing priorities in a fast-paced environment.
- You have exceptional oral and written communication skills, including strong spelling, grammar, and punctuation.
- You can communicate professionally with internal and external customers.
- You identify and resolve problems in a timely manner.
- You have strong attention to detail.
- You are proficient in Microsoft Office Suite (Word, Excel, PowerPoint & Outlook).
- Compensation: PHP 40,000
- Schedule: Night Shift 11pm-8am
- Work Setup: Work-from-home
- Reports to: Account Management Team
Ready to find purpose in your work, unlock possibilities, and accelerate your growth? Your next career chapter starts here. Let’s go
Our Hiring Process: Built for Speed and Clarity- Apply and take our AI-powered on-demand interview via Multiplai — anytime, anywhere.
- Meet our Recruitment Team for a live conversation.
- Proceed to a client interview or assessment.
- Receive your job offer — fast and transparent.
About GoTeam
- Great Place to Work Certified (4 years in a row)
- 85% Employee Engagement Score
- AI-Powered Performance: We equip you with advanced AI tools, designed to multiply your productivity and unlock your earning potential.
- 1,000+ team members and growing
- Mission: Provide 100,000 people with free AI certification via the Vjal Institute
Go Beyond Employment: Build a Future-Proof Career
We’re calling on 100,000 Filipino professionals to lead the AI revolution.
FREE AI Certification
Join Project 100K – AI Certification for the Philippines, powered by GoTeam.
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