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
policy processingaccount supportauditingdata accuracybillinginsurance requestspolicy cancellationsinsurance quotesCertificates of InsuranceACORD forms
Soft skills
attention to detailability to follow workflowstask managementprioritizationreliabilityorganizationindependence