Insurance Policy Coordinator

2 days ago

Mandaue City, Central Visayas, Philippines beBeeCustomer Full time $9,600 - $14,400
Insurance Customer Service Representative

This role requires a professional and organized individual to provide excellent customer service, handle policy servicing and endorsements, billing, payments, compliance, renewal tracking, and data management in a full-time remote position.

The ideal candidate will have strong knowledge of insurance operations, particularly in commercial lines, familiarity with insurance terminology, policy documents, and servicing workflows, as well as excellent communication skills and ability to handle client interactions professionally.

  • Key Responsibilities:
  • Client Communication & Frontline Support:
    • Handle inbound calls on the agency's main line;
    • Monitor and manage the shared service inbox;
    • Triage, flag, and forward incoming emails appropriately;
    • Draft and send welcome emails to new clients;
    • Retrieve and forward necessary documents from insurance carriers to internal service staff;
    • Respond to client requests for Certificates of Insurance (COIs), additional insured endorsements, and proofs of insurance, ensuring accuracy and compliance;
  • Policy Servicing & Endorsements:
    • Process policy changes, including updates to addresses, names, business entities, or ownership structures;
    • Submit, track, and follow up on endorsements and miscellaneous changes, working closely with carriers and internal stakeholders;
    • Request and issue required auto filings as needed for commercial clients;
  • Billing, Payments & Compliance:
    • Accept and process direct bill payments with discretion, compliance, and data security;
    • Maintain accurate logs of all financial transactions in the CRM and related systems;
    • Generate and send invoices via email one to two times per week;
    • Manage and process renewal invoices, confirmations, and direct bill cancellations;
  • Renewal Tracking & Support:
    • Track and monitor upcoming renewals, particularly for direct bill or automatic policy renewals;
    • Record and update renewal details—including effective dates and premiums—into the CRM system;
    • Communicate renewal statuses to clients and support retention efforts through proactive follow-ups;
  • Data Management & Documentation:
    • Collect and consolidate data from multiple insurance policies for processing and documentation;
    • Upload endorsements and supporting documents into Veruna and Google Drive with precision and consistency;
    • Clean up and organize folders by archiving outdated certificates and ensuring file structures are up to date;

About the Role:

This is a unique opportunity to join a modern-day trailblazer in the world of commercial insurance, serving contractors and small-to-medium businesses across multiple states.

The company has built their reputation on delivering boutique-style service with big-league results, focusing on simplifying complex processes, protecting what matters, and scaling smartly.

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