Insurance Coordinator

21 hours ago

Philippines OurAssistants Full time ₱25,000 - ₱60,000 per year

Location: Work from Home

Type of Employment: Full-time

Work Shift: US Business Hours

About Us

At OurAssistants, we connect property management and service-based businesses with highly skilled virtual professionals. We specialize in supporting accounting, operations, and back-office roles for U.S.-based clients while fostering a collaborative and growth-driven remote environment. Learn more at ).

Position Overview

We are seeking a detail-oriented and proactive Insurance Coordinator to support our team in managing client renewals, maintaining communication with carriers and brokers, and ensuring a seamless renewal process. This role requires strong organizational skills, responsiveness, and the ability to manage multiple priorities while maintaining a professional and client-focused approach.

Key Responsibilities

Renewal Management

  • Track renewal processes from start to finish, ensuring accounts are reviewed, updated, and renewed on time.
  • Monitor account statuses and determine the next steps needed throughout the renewal cycle.

Inbox Monitoring

  • Manage shared and individual inboxes, promptly responding to client and internal inquiries.
  • Ensure timely, accurate, and professional email communication.

Client Communication

  • Serve as the primary point of contact for clients during the renewal process.
  • Provide updates, gather required information, and deliver excellent client service with a professional and friendly tone.

Carrier/Broker Coordination

  • Communicate with carriers and brokers to obtain quotes, clarify terms, and ensure accurate documentation of policies.
  • Follow up with underwriters to keep renewals on schedule.

Application Preparation & Processing

  • Generate and complete renewal applications, send forms for e-signature, and track completion.
  • Ensure all forms and documentation are accurately maintained.

Task & Document Management

  • Maintain organized client records and manage document retention.
  • Log completed tasks in the agency management system (AMS360) or CRM (Hubspot) for team visibility.

Follow-Up Execution

  • Proactively follow up with clients, carriers, and internal team members to meet renewal deadlines.

Necessary Qualifications

  • Strong responsiveness: timely updates to clients, colleagues, and carrier/broker partners.
  • Commitment to transparency: logging tasks and progress for team visibility.
  • Excellent prioritization: ability to assess urgency and act appropriately.
  • Process-driven mindset: once trained, able to identify the next steps in the renewal cycle.
  • Speed and efficiency: complete tasks on time or communicate when delays/training needs arise.
  • Strong interpersonal skills: professional, clear, and friendly communication style.

Preferred Qualifications

  • Knowledge of Property & Casualty insurance industry, including lines of business, coverages, and general insurance terminology.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
  • Experience with AMS360 and Hubspot (or similar CRM/agency management tools).
  • Previous experience in Property & Casualty insurance support or coordination roles.

Additional Requirements

  • Must be currently residing in the Philippines and Latin America
  • Must have a stable internet connection and remote-ready workstation

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