NightOwl Consulting

Insurance Operations Specialist

NightOwl Consulting

full-time

Posted on:

Location Type: Remote

Location: Philippines

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About the role

  • - Process mortgagee clause updates
  • - Add or remove scheduled coverage
  • - Follow up on policy discounts
  • - Make policy edits and corrections (e.g., personal contact information)
  • - Update billing information, including payment plan changes
  • - Process policy cancellations
  • - Review and identify policy changes and assigned tasks (e.g., EZL tasks)
  • - Add or remove drivers and vehicles
  • - Update VINs and correct policy details
  • - Add or update loss payee information
  • - Process new insurance requests from Loan Officers
  • - Quote new business as requested
  • - Assist with policy closing tasks, including:
  • - Sending applications for signature
  • - Auditing accounts for proper signatures and trailing documents
  • - Completing endorsement checklists and obtaining required signatures
  • - Collecting auto payment information
  • - Binding auto, home, and umbrella policies and sending post-bind documentation to insureds
  • - Submitting required documents to Loan Officers or Processors for loan closings
  • - Track and monitor insurance licenses
  • - Assist with accounting, bank reconciliation, and billing tasks
  • - Track and reconcile commissions
  • - Complete Certificates of Insurance (COIs)
  • - Order loss runs
  • - Perform policy checking and audits
  • - Complete ACORD forms and supplemental applications
  • - Update billing information and payment plans
  • - Process cancellations
  • - Quote new commercial business
  • - Audit accounts for proper signatures and documentation
  • - Follow up on trailing documents
  • - Perform IVANS download reconciliation

Requirements

  • - Previous experience in **insurance operations, policy processing, or account support**
  • - Familiarity with **personal and/or commercial lines insurance**
  • - Strong attention to detail and ability to follow established workflows
  • - Comfortable handling documentation, audits, and data accuracy tasks
  • - Ability to manage multiple tasks and prioritize effectively
  • - Experience working with agency management systems is a plus (e.g., EZL or similar)
  • - Reliable, organized, and able to work independently with minimal supervision
Benefits
  • - Above market salary
  • - HMO on Day 1 for principal and two dependents
  • - Government-mandated benefits
  • - Performance-based Incentives
  • - Quarterly Company Events
  • - In-depth training for career growth
  • - Great Company Culture and HR experience
  • - 1,000 PHP De Minimis
  • - Equipment and software provided
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
policy processingaccount supportauditingdata accuracybillinginsurance requestspolicy cancellationsinsurance quotesCertificates of InsuranceACORD forms
Soft Skills
attention to detailability to follow workflowstask managementprioritizationreliabilityorganizationindependence