Sales Coordinator – Support
Remote Raven
full-time
Posted on:
Location Type: Remote
Location: Philippines
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Salary
💰 $6 per hour
About the role
- Assist Producers with quoting and binding policies
- Review applications and documentation for completeness and accuracy
- Attach emails and supporting documents within agency management systems
- Follow up with carrier underwriters and insureds to obtain missing information
- Monitor and track outstanding quotes and policy documents
- Set up new clients and policies in Applied EPIC
- Enter and verify data in Indio and other internal systems
- Maintain organized digital files and documentation
- Perform quality checks to ensure data accuracy and compliance
- Communicate with carrier underwriters regarding missing information, quote revisions, and binding confirmations
- Follow up with insureds for documentation and required forms
- Ensure timely response and turnaround on requests
Requirements
- 2+ years of experience in insurance agency support (Commercial or P&C preferred)
- Hands-on experience with Applied EPIC (highly preferred)
- Experience working with carrier portals and quoting systems
- Strong administrative and data-entry accuracy
- Excellent written communication skills
- High attention to detail
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data entrydata accuracyquality checkspolicy quotingpolicy binding
Soft Skills
attention to detailwritten communicationorganizational skills